M&G Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

M&G Investment 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
2023 Q4	$24M	Buy	106,490 +7,266	+7%	+$1.72M	0.08%	112
2023 Q3	$22.6M	Sell	99,224 -2,510	-2%	-$562K	0.1%	118
2023 Q2	$22.4M	Sell	101,734 -796	-0.8%	-$166K	0.09%	126
2023 Q1	$19.6M	Buy	102,530 +100,970	+6,472%	+$19.2M	0.09%	133
2022 Q4	$295K	Buy	1,560 +246	+19%	+$46K	﹤0.01%	385
2022 Q3	$225	Sell	1,314 -115	-8%	-$20.4K	﹤0.01%	399
2022 Q2	$233	Buy	+1,429	New	+$237K	﹤0.01%	418
2021 Q2	–	Sell	-573,823	Closed	-$71.7K	–	742
2021 Q1	$71.7K	Sell	573,823 -586,922	-51%	-$70.8M	0.23%	51
2020 Q4	$144K	Sell	1,160,745 -271,226	-19%	-$30.9M	0.9%	21
2020 Q3	$152M	Sell	1,431,971 -181,851	-11%	-$18.9M	1.51%	12
2020 Q2	$157M	Sell	1,613,822 -442,982	-22%	-$39.2M	1.66%	11
2020 Q1	$169M	Sell	2,056,804 -954,803	-32%	-$91.4M	2.05%	7
2019 Q4	$286M	Buy	+3,011,607	New	+$276M	2.53%	6

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

M&G Investment Management's AJG Position: Q4 2023 in Review

M&G Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 7.3% in Q4 2023, buying an estimated $1.72M and bringing the position to 106,490 shares worth $24M. The position accounts for 0.08% of the portfolio, ranked #112.

M&G Investment Management first reported a position in AJG in Q4 2019 and has held it in 13 quarters since. The position peaked at $286M in Q4 2019. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

M&G Investment Management held 106,490 shares of Arthur J. Gallagher & Co worth $24M as of Q4 2023.
M&G Investment Management bought 7,266 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $1.72M.
Arthur J. Gallagher & Co made up 0.08% of M&G Investment Management's portfolio in Q4 2023, its #112 holding.
M&G Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 13 quarters since.
M&G Investment Management's Arthur J. Gallagher & Co position peaked at $286M in Q4 2019.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.