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

Kolinsky 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
2024
Q4 		$825K Buy
2,908
+433
+17% +$126K 0.5% 30
2024
Q3 		$696K Buy
2,475
+4
+0.2% +$1.13K 0.45% 44
2024
Q2 		$641K Buy
2,471
+86
+4% +$21.3K 0.46% 46
2024
Q1 		$596K Buy
2,385
+234
+11% +$56.3K 0.46% 47
2023
Q4 		$484K Buy
2,151
+187
+10% +$44.3K 0.43% 55
2023
Q3 		$448K Buy
1,964
+21
+1% +$4.7K 0.44% 49
2023
Q2 		$417K Buy
1,943
+87
+5% +$18.1K 0.4% 63
2023
Q1 		$355K Buy
1,856
+19
+1% +$3.6K 0.38% 63
2022
Q4 		$346K Buy
1,837
+22
+1% +$4.12K 0.39% 65
2022
Q3 		$311K Sell
1,815
-42
-2% -$7.46K 0.39% 60
2022
Q2 		$303K Buy
1,857
+22
+1% +$3.65K 0.36% 68
2022
Q1 		$320K Sell
1,835
-12
-0.6% -$1.91K 0.31% 71
2021
Q4 		$313K Buy
+1,847
New +$302K 0.29% 92

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's AJG Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q4 2024, buying an estimated $126K and bringing the position to 2,908 shares worth $825K. The position accounts for 0.5% of the portfolio, ranked #30.

Kolinsky Wealth Management first reported a position in AJG in Q4 2021 and has held it in 13 quarters since. 1,327 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Kolinsky Wealth Management held 2,908 shares of Arthur J. Gallagher & Co worth $825K as of Q4 2024.
  • Kolinsky Wealth Management bought 433 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $126K.
  • Arthur J. Gallagher & Co made up 0.5% of Kolinsky Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Kolinsky Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 13 quarters since.
  • 1,327 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.