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Lake Street Advisors Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Lake Street Advisors 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
Q4 		$319K Buy
1,123
+69
+7% +$20.1K 0.01% 429
2024
Q3 		$297K Buy
1,054
+16
+2% +$4.51K 0.01% 452
2024
Q2 		$269K Buy
1,038
+32
+3% +$7.94K 0.01% 470
2024
Q1 		$252K Buy
1,006
+95
+10% +$22.8K 0.01% 497
2023
Q4 		$205K Buy
+911
New +$216K 0.01% 540

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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lake Street Advisors Group's AJG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Arthur J. Gallagher & Co (AJG) stake by 6.5% in Q4 2024, buying an estimated $20.1K and bringing the position to 1,123 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #429.

Lake Street Advisors Group first reported a position in AJG in Q4 2023 and has held it in 5 quarters since. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Lake Street Advisors Group held 1,123 shares of Arthur J. Gallagher & Co worth $319K as of Q4 2024.
  • Lake Street Advisors Group bought 69 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $20.1K.
  • Arthur J. Gallagher & Co made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #429 holding.
  • Lake Street Advisors Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 5 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.