Kerrisdale Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Kerrisdale Advisers’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 Q4	–	Sell	-17,794	Closed	-$4.06M	–	83
2023 Q3	$4.06M	Sell	17,794 -7,291	-29%	-$1.63M	1.28%	28
2023 Q2	$5.51M	Hold	25,085	–	–	1.48%	23
2023 Q1	$4.8M	Hold	25,085	–	–	1.42%	26
2022 Q4	$4.73M	Buy	25,085 +10,600	+73%	+$1.98M	1.4%	22
2022 Q3	$2.48M	Buy	+14,485	New	+$2.57M	0.6%	38

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Kerrisdale Advisers's AJG Position: Q4 2023 in Review

Kerrisdale Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 17,794 shares — an estimated $4.06M sold.

Kerrisdale Advisers first reported a position in AJG in Q3 2022 and held it in 5 quarters. The position peaked at $5.51M in Q2 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Kerrisdale Advisers reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Kerrisdale Advisers sold 17,794 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $4.06M.
Kerrisdale Advisers first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 5 quarters.
Kerrisdale Advisers's Arthur J. Gallagher & Co position peaked at $5.51M in Q2 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Kerrisdale Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.