Laurel Wealth Advisors (California)’s Arthur J. Gallagher & Co AJG Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$324K	Hold	1,721	–	–	0.03%	484
2022 Q3	$295K	Sell	1,721 -3	-0.2%	-$533	0.03%	487
2022 Q2	$281K	Hold	1,724	–	–	0.03%	513
2022 Q1	$301K	Sell	1,724 -24	-1%	-$3.83K	0.02%	579
2021 Q4	$296K	Buy	+1,748	New	+$286K	0.02%	627

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s AJG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Arthur J. Gallagher & Co (AJG) position steady in Q4 2022 at 1,721 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #484.

Laurel Wealth Advisors (California) first reported a position in AJG in Q4 2021 and has held it in 5 quarters since. 919 funds tracked by Wall St. Rank hold AJG as of Q4 2022.

Laurel Wealth Advisors (California) held 1,721 shares of Arthur J. Gallagher & Co worth $324K as of Q4 2022.
Laurel Wealth Advisors (California) left its Arthur J. Gallagher & Co share count unchanged in Q4 2022.
Arthur J. Gallagher & Co made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #484 holding.
Laurel Wealth Advisors (California) first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 5 quarters since.
919 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.