Lockerman Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Lockerman Financial 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 Q1	–	Sell	-1,630	Closed	-$367K	–	108
2023 Q4	$367K	Hold	1,630	–	–	0.85%	37
2023 Q3	$372K	Hold	1,630	–	–	1%	33
2023 Q2	$358K	Hold	1,630	–	–	0.99%	31
2023 Q1	$312K	Hold	1,630	–	–	0.86%	38
2022 Q4	$307K	Hold	1,630	–	–	0.9%	35
2022 Q3	$279K	Hold	1,630	–	–	0.8%	36
2022 Q2	$266K	Hold	1,630	–	–	0.85%	40
2022 Q1	$285K	Hold	1,630	–	–	0.77%	38
2021 Q4	$277K	Buy	+1,630	New	+$266K	0.72%	43

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Lockerman Financial Group's AJG Position: Q1 2024 in Review

Lockerman Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,630 shares — an estimated $367K sold.

Lockerman Financial Group first reported a position in AJG in Q4 2021 and held it in 9 quarters. The position peaked at $372K in Q3 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Lockerman Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Lockerman Financial Group sold 1,630 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $367K.
Lockerman Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 9 quarters.
Lockerman Financial Group's Arthur J. Gallagher & Co position peaked at $372K in Q3 2023.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Lockerman Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.