JDM Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

JDM Financial Group’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	-4	Closed	-$1.13K	–	343
2024 Q3	$1.13K	Buy	+4	New	+$1.13K	﹤0.01%	294

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JDM Financial Group's AJG Position: Q4 2024 in Review

JDM Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 4 shares — an estimated $1.13K sold.

JDM Financial Group first reported a position in AJG in Q3 2024 and held it in 1 quarter. The position peaked at $1.13K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

JDM Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 4 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $1.13K.
JDM Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Arthur J. Gallagher & Co position peaked at $1.13K in Q3 2024.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.