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

Machina Capital’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 Q4	–	Sell	-1,626	Closed	-$458K	–	270
2024 Q3	$458K	Buy	+1,626	New	+$459K	0.18%	189
2023 Q3	–	Sell	-1,055	Closed	-$232K	–	257
2023 Q2	$232K	Buy	+1,055	New	+$220K	0.13%	233
2023 Q1	–	Sell	-2,662	Closed	-$502K	–	489
2022 Q4	$502K	Buy	+2,662	New	+$498K	0.93%	31
2022 Q3	–	Sell	-2,149	Closed	-$350K	–	141
2022 Q2	$350K	Buy	2,149 +263	+14%	+$43.6K	0.79%	56
2022 Q1	$329K	Sell	1,886 -819	-30%	-$131K	0.72%	62
2021 Q4	$459K	Buy	+2,705	New	+$442K	1.11%	20
2021 Q3	–	Sell	-3,300	Closed	-$462K	–	126
2021 Q2	$462K	Buy	+3,300	New	+$466K	0.78%	39
2020 Q1	–	Sell	-2,245	Closed	-$214K	–	11
2019 Q4	$214K	Sell	2,245 -6,734	-75%	-$617K	0.09%	314
2019 Q3	$804K	Buy	+8,979	New	+$807K	0.37%	97
2019 Q2	–	Sell	-17,140	Closed	-$1.34M	–	490
2019 Q1	$1.34M	Buy	17,140 +9,009	+111%	+$694K	0.53%	63
2018 Q4	$599K	Buy	+8,131	New	+$607K	0.4%	109

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Machina Capital's AJG Position: Q4 2024 in Review

Machina Capital sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 1,626 shares — an estimated $458K sold.

Machina Capital first reported a position in AJG in Q4 2018 and held it in 11 quarters. The position peaked at $1.34M in Q1 2019. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

Machina Capital reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
Machina Capital sold 1,626 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $458K.
Machina Capital first reported a position in Arthur J. Gallagher & Co in Q4 2018 and held it in 11 quarters.
Machina Capital's Arthur J. Gallagher & Co position peaked at $1.34M in Q1 2019.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Machina Capital's 13F filing for Q4 2024, filed 7 Feb 2025.