M Holdings Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

M Holdings Securities’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	-871	Closed	-$226K	–	107
2024 Q2	$226K	Buy	+871	New	+$216K	0.03%	268
2023 Q1	–	Sell	-2,583	Closed	-$490K	–	473
2022 Q4	$489K	Hold	2,583	–	–	0.05%	251
2022 Q3	$442K	Hold	2,583	–	–	0.05%	264
2022 Q2	$421K	Sell	2,583 -18	-0.7%	-$2.99K	0.04%	275
2022 Q1	$454K	Buy	+2,601	New	+$415K	0.03%	313
2021 Q2	–	Sell	-2,630	Closed	-$328K	–	240
2021 Q1	$328K	Buy	+2,630	New	+$317K	0.03%	365

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

M Holdings Securities's AJG Position: Q3 2024 in Review

M Holdings Securities sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 871 shares — an estimated $226K sold.

M Holdings Securities first reported a position in AJG in Q1 2021 and held it in 6 quarters. The position peaked at $489K in Q4 2022. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

M Holdings Securities reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
M Holdings Securities sold 871 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $226K.
M Holdings Securities first reported a position in Arthur J. Gallagher & Co in Q1 2021 and held it in 6 quarters.
M Holdings Securities's Arthur J. Gallagher & Co position peaked at $489K in Q4 2022.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.