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Janiczek Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Janiczek Wealth Management’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
Q2 		$2.7M Buy
10,393
+470
+5% +$117K 0.56% 24
2024
Q1 		$2.48M Hold
9,923
– – 0.53% 24
2023
Q4 		$2.23M Buy
9,923
+280
+3% +$66.3K 0.54% 22
2023
Q3 		$2.2M Buy
9,643
+7
+0.1% +$1.57K 0.58% 21
2023
Q2 		$2.12M Buy
9,636
+16
+0.2% +$3.33K 0.58% 21
2023
Q1 		$1.93M Hold
9,620
– – 0.55% 21
2022
Q4 		$1.88M Hold
9,620
– – 0.53% 22
2022
Q3 		$1.7M Buy
9,620
+1,325
+16% +$235K 0.55% 22
2022
Q2 		$1.49M Hold
8,295
– – 0.44% 27
2022
Q1 		$1.45M Sell
8,295
-6
-0.1% -$957 0.4% 26
2021
Q4 		$1.41M Buy
8,301
+6
+0.1% +$980 0.42% 25
2021
Q3 		$1.23M Hold
8,295
– – 0.44% 25
2021
Q2 		$1.16M Buy
8,295
+16
+0.2% +$2.26K 0.42% 26
2021
Q1 		$1.03M Hold
8,279
– – 0.41% 27
2020
Q4 		$1.02M Buy
8,279
+9
+0.1% +$1.02K 0.5% 22
2020
Q3 		$873K Sell
8,270
-50
-0.6% -$5.19K 0.47% 20
2020
Q2 		$811K Hold
8,320
– – 0.46% 21
2020
Q1 		$678K Hold
8,320
– – 0.38% 23
2019
Q4 		$792K Hold
8,320
– – 0.36% 24
2019
Q3 		$745K Sell
8,320
-155
-2% -$13.9K 0.34% 24
2019
Q2 		$742K Buy
8,475
+155
+2% +$12.9K 0.35% 22
2019
Q1 		$650K Hold
8,320
– – 0.31% 23
2018
Q4 		$613K Hold
8,320
– – 0.31% 23
2018
Q3 		$619K Hold
8,320
– – 0.32% 19
2018
Q2 		$543K Hold
8,320
– – 0.29% 20
2018
Q1 		$572K Sell
8,320
-730
-8% -$49.3K 0.32% 16
2017
Q4 		$573K Hold
9,050
– – 0.31% 16
2017
Q3 		$557K Hold
9,050
– – 0.31% 18
2017
Q2 		$518K Hold
9,050
– – 0.3% 18
2017
Q1 		$512K Sell
9,050
-800
-8% -$44.1K 0.29% 17
2016
Q4 		$512K Buy
+9,850
New +$495K 0.23% 15

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's AJG Position: Q2 2024 in Review

Janiczek Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 4.7% in Q2 2024, buying an estimated $117K and bringing the position to 10,393 shares worth $2.7M. The position accounts for 0.56% of the portfolio, ranked #24.

Janiczek Wealth Management first reported a position in AJG in Q4 2016 and has held it in 31 quarters since. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • Janiczek Wealth Management held 10,393 shares of Arthur J. Gallagher & Co worth $2.7M as of Q2 2024.
  • Janiczek Wealth Management bought 470 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $117K.
  • Arthur J. Gallagher & Co made up 0.56% of Janiczek Wealth Management's portfolio in Q2 2024, its #24 holding.
  • Janiczek Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 31 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.