Level Four Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Level Four Advisory Services’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	–	Sell	-795	Closed	-$206K	–	766
2024 Q2	$206K	Buy	+795	New	+$197K	0.01%	701
2018 Q4	–	Sell	-5,198	Closed	-$387K	–	531
2018 Q3	$387K	Sell	5,198 -7,849	-60%	-$563K	0.04%	397
2018 Q2	$852K	Buy	13,047 +364	+3%	+$24.6K	0.06%	265
2018 Q1	$872K	Sell	12,683 -738	-5%	-$49.8K	0.07%	259
2017 Q4	$849K	Buy	13,421 +1,318	+11%	+$84.2K	0.07%	272
2017 Q3	$745K	Buy	12,103 +5,219	+76%	+$307K	0.07%	274
2017 Q2	$386K	Sell	6,884 -4,727	-41%	-$267K	0.06%	306
2017 Q1	$653K	Buy	11,611 +193	+2%	+$10.6K	0.07%	273
2016 Q4	$593K	Buy	+11,418	New	+$574K	0.08%	243

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Advisory Services's AJG Position: Q3 2024 in Review

Level Four Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 795 shares — an estimated $206K sold.

Level Four Advisory Services first reported a position in AJG in Q4 2016 and held it in 9 quarters. The position peaked at $872K in Q1 2018. 1,200 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Level Four Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 795 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $206K.
Level Four Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2016 and held it in 9 quarters.
Level Four Advisory Services's Arthur J. Gallagher & Co position peaked at $872K in Q1 2018.
1,200 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.