KIG
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Kowal Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Kowal Investment Group’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
Q3 		$303K Sell
1,079
-44
-4% -$12.4K 0.06% 157
2024
Q2 		$291K Sell
1,123
-56
-5% -$13.9K 0.06% 144
2024
Q1 		$295K Buy
1,179
+71
+6% +$17.1K 0.06% 141
2023
Q4 		$249K Buy
1,108
+197
+22% +$46.7K 0.06% 143
2023
Q3 		$208K Buy
+911
New +$204K 0.06% 144
2021
Q4 		– Sell
-195
Closed -$29K – 137
2021
Q3 		$29K Buy
+195
New +$27.9K 0.01% 318

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's AJG Position: Q3 2024 in Review

Kowal Investment Group reduced its Arthur J. Gallagher & Co (AJG) stake by 3.9% in Q3 2024, selling an estimated $12.4K and leaving 1,079 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #157.

Kowal Investment Group first reported a position in AJG in Q3 2021 and has held it in 6 quarters since. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

  • Kowal Investment Group held 1,079 shares of Arthur J. Gallagher & Co worth $303K as of Q3 2024.
  • Kowal Investment Group sold 44 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $12.4K.
  • Arthur J. Gallagher & Co made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #157 holding.
  • Kowal Investment Group first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 6 quarters since.
  • 1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.