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

KerberRose 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
2022 Q2	$243K	Buy	+1,491	New	+$247K	0.2%	101

Other funds holding AJG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KerberRose Wealth Management's AJG Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2022: 1,491 shares worth $243K. The stake represents 0.2% of the portfolio and ranks #101 among its holdings.

821 funds tracked by Wall St. Rank hold AJG as of Q2 2022.

KerberRose Wealth Management held 1,491 shares of Arthur J. Gallagher & Co worth $243K as of Q2 2022.
Arthur J. Gallagher & Co was a new KerberRose Wealth Management position in Q2 2022.
Arthur J. Gallagher & Co made up 0.2% of KerberRose Wealth Management's portfolio in Q2 2022, its #101 holding.
821 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.