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Liberty Mutual Group Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-7,286
Closed -$542K – 55
2018
Q3 		$542K Hold
7,286
– – 0.01% 711
2018
Q2 		$476K Buy
7,286
+105
+1% +$7.11K 0.01% 780
2018
Q1 		$494K Hold
7,181
– – 0.02% 730
2017
Q4 		$454K Sell
7,181
-87
-1% -$5.56K 0.01% 820
2017
Q3 		$447K Sell
7,268
-3,491
-32% -$205K 0.02% 802
2017
Q2 		$617K Buy
10,759
+1,346
+14% +$76.1K 0.03% 826
2017
Q1 		$531K Sell
9,413
-6,384
-40% -$352K 0.02% 858
2016
Q4 		$821K Buy
15,797
+4,935
+45% +$248K 0.03% 771
2016
Q3 		$551K Sell
10,862
-2,196
-17% -$108K 0.02% 868
2016
Q2 		$622K Sell
13,058
-57,018
-81% -$2.64M 0.02% 851
2016
Q1 		$3.12M Sell
70,076
-42,447
-38% -$1.69M 0.13% 145
2015
Q4 		$4.61M Buy
112,523
+38,184
+51% +$1.64M 0.18% 103
2015
Q3 		$3.07M Buy
74,339
+3,905
+6% +$177K 0.12% 160
2015
Q2 		$3.33M Buy
70,434
+14,522
+26% +$699K 0.11% 168
2015
Q1 		$2.61M Buy
55,912
+4,734
+9% +$221K 0.08% 316
2014
Q4 		$2.41M Sell
51,178
-515
-1% -$24.2K 0.08% 362
2014
Q3 		$2.34M Buy
51,693
+1,404
+3% +$64.6K 0.08% 332
2014
Q2 		$2.34M Buy
50,289
+7,878
+19% +$359K 0.07% 348
2014
Q1 		$2.02M Buy
42,411
+13,881
+49% +$648K 0.07% 438
2013
Q4 		$1.34M Sell
28,530
-609,516
-96% -$28.3M 0.05% 634
2013
Q3 		$27.9M Sell
638,046
-52,311
-8% -$2.3M 1.05% 4
2013
Q2 		$30.2M Buy
+690,357
New +$29.9M 1.18% 6

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Mutual Group Asset Management's AJG Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2018, closing a stake of 7,286 shares — an estimated $542K sold.

Liberty Mutual Group Asset Management first reported a position in AJG in Q2 2013 and held it in 22 quarters. The position peaked at $30.2M in Q2 2013. 601 funds tracked by Wall St. Rank hold AJG as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 7,286 Arthur J. Gallagher & Co shares in Q4 2018, an estimated $542K.
  • Liberty Mutual Group Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Arthur J. Gallagher & Co position peaked at $30.2M in Q2 2013.
  • 601 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.