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JNBA Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

JNBA Financial Advisors’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
2022
Q2 		– Sell
-5
Closed -$1K – 711
2022
Q1 		$1K Sell
5
-14
-74% -$2.23K ﹤0.01% 654
2021
Q4 		$3K Buy
+19
New +$3.1K ﹤0.01% 666
2016
Q4 		– Sell
-595
Closed -$30K – 505
2016
Q3 		$30K Buy
+595
New +$29.4K ﹤0.01% 679

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JNBA Financial Advisors's AJG Position: Q2 2022 in Review

JNBA Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

JNBA Financial Advisors first reported a position in AJG in Q3 2016 and held it in 3 quarters. The position peaked at $30K in Q3 2016. 821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

  • JNBA Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 5 Arthur J. Gallagher & Co shares in Q2 2022, an estimated $1K.
  • JNBA Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's Arthur J. Gallagher & Co position peaked at $30K in Q3 2016.
  • 821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on JNBA Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.