Lincoln National Corp’s Arthur J. Gallagher & Co AJG Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-6,948	Closed	-$1.74M	–	49
2024 Q1	$1.74M	Buy	6,948 +1,875	+37%	+$451K	0.03%	367
2023 Q4	$1.14M	Buy	5,073 +1,351	+36%	+$320K	0.02%	426
2023 Q3	$848K	Buy	3,722 +109	+3%	+$24.4K	0.02%	451
2023 Q2	$793K	Buy	3,613 +205	+6%	+$42.7K	0.02%	469
2023 Q1	$652K	Buy	3,408 +575	+20%	+$109K	0.01%	502
2022 Q4	$534K	Buy	2,833 +1,176	+71%	+$220K	0.01%	524
2022 Q3	$284K	Buy	+1,657	New	+$294K	0.01%	682

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lincoln National Corp's AJG Position: Q2 2024 in Review

Lincoln National Corp sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 6,948 shares — an estimated $1.74M sold.

Lincoln National Corp first reported a position in AJG in Q3 2022 and held it in 7 quarters. The position peaked at $1.74M in Q1 2024. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Lincoln National Corp reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 6,948 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $1.74M.
Lincoln National Corp first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 7 quarters.
Lincoln National Corp's Arthur J. Gallagher & Co position peaked at $1.74M in Q1 2024.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.