Logan Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Logan Capital 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
2024 Q3	–	Sell	-140	Closed	-$36.3K	–	475
2024 Q2	$36.3K	Hold	140	–	–	﹤0.01%	352
2024 Q1	$35K	Hold	140	–	–	﹤0.01%	352
2023 Q4	$31.5K	Hold	140	–	–	﹤0.01%	364
2023 Q3	$31.9K	Hold	140	–	–	﹤0.01%	362
2023 Q2	$30.7K	Hold	140	–	–	﹤0.01%	360
2023 Q1	$26.8K	Hold	140	–	–	﹤0.01%	377
2022 Q4	$26.4K	Hold	140	–	–	﹤0.01%	385
2022 Q3	$24K	Hold	140	–	–	﹤0.01%	378
2022 Q2	$23K	Hold	140	–	–	﹤0.01%	389
2022 Q1	$24K	Hold	140	–	–	﹤0.01%	394
2021 Q4	$24K	Hold	140	–	–	﹤0.01%	412
2021 Q3	$21K	Hold	140	–	–	﹤0.01%	419
2021 Q2	$20K	Buy	+140	New	+$19.8K	﹤0.01%	417

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

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

Norges Bank Oslo, Norway $935B AUM

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

Logan Capital Management's AJG Position: Q3 2024 in Review

Logan Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 140 shares — an estimated $36.3K sold.

Logan Capital Management first reported a position in AJG in Q2 2021 and held it in 13 quarters. The position peaked at $36.3K in Q2 2024. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Logan Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Logan Capital Management sold 140 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $36.3K.
Logan Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 13 quarters.
Logan Capital Management's Arthur J. Gallagher & Co position peaked at $36.3K in Q2 2024.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Logan Capital Management's 13F filing for Q3 2024, filed 6 Dec 2024.