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Jaffetilchin Investment Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Jaffetilchin Investment Partners’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$2.81K – 401
2024
Q3 		$2.81K Buy
+10
New +$2.82K ﹤0.01% 1132
2018
Q4 		– Sell
-11,234
Closed -$836K – 254
2018
Q3 		$836K Sell
11,234
-100
-0.9% -$7.17K 0.18% 96
2018
Q2 		$740K Buy
11,334
+6,602
+140% +$447K 0.16% 116
2018
Q1 		$325K Buy
+4,732
New +$319K 0.07% 244

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Jaffetilchin Investment Partners's AJG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 10 shares — an estimated $2.81K sold.

Jaffetilchin Investment Partners first reported a position in AJG in Q1 2018 and held it in 4 quarters. The position peaked at $836K in Q3 2018. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $2.81K.
  • Jaffetilchin Investment Partners first reported a position in Arthur J. Gallagher & Co in Q1 2018 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Arthur J. Gallagher & Co position peaked at $836K in Q3 2018.
  • 1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.