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KB Financial Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

KB Financial 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
2023
Q3 		$31K Sell
135
-1
-0.7% -$224 0.01% 302
2023
Q2 		$30K Sell
136
-2
-1% -$416 0.01% 320
2023
Q1 		$26K Buy
+138
New +$26.2K 0.01% 328

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KB Financial Partners's AJG Position: Q3 2023 in Review

KB Financial Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 0.74% in Q3 2023, selling an estimated $224 and leaving 135 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #302.

KB Financial Partners first reported a position in AJG in Q1 2023 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

  • KB Financial Partners held 135 shares of Arthur J. Gallagher & Co worth $31K as of Q3 2023.
  • KB Financial Partners sold 1 Arthur J. Gallagher & Co share in Q3 2023, an estimated $224.
  • Arthur J. Gallagher & Co made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #302 holding.
  • KB Financial Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.