Mid Atlantic Financial Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$331K	Buy	2,230 +16	+0.7%	+$2.29K	0.02%	621
2021 Q2	$310K	Buy	2,214 +19	+0.9%	+$2.69K	0.02%	652
2021 Q1	$274K	Sell	2,195 -1,878	-46%	-$227K	0.02%	662
2020 Q4	$504K	Sell	4,073 -226	-5%	-$25.7K	0.04%	398
2020 Q3	$473K	Buy	4,299 +149	+4%	+$15.5K	0.04%	377
2020 Q2	$405K	Sell	4,150 -22	-0.5%	-$1.95K	0.04%	392
2020 Q1	$340K	Sell	4,172 -1,633	-28%	-$156K	0.04%	400
2019 Q4	$553K	Buy	5,805 +357	+7%	+$32.7K	0.05%	356
2019 Q3	$488K	Sell	5,448 -2,637	-33%	-$237K	0.05%	361
2019 Q2	$708K	Buy	8,085 +2,412	+43%	+$201K	0.07%	287
2019 Q1	$443K	Buy	5,673 +53	+0.9%	+$4.08K	0.05%	396
2018 Q4	$414K	Buy	+5,620	New	+$420K	0.05%	379

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Mid Atlantic Financial Management's AJG Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.72% in Q3 2021, buying an estimated $2.29K and bringing the position to 2,230 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #621.

Mid Atlantic Financial Management first reported a position in AJG in Q4 2018 and has held it in 12 quarters since. The position peaked at $708K in Q2 2019. 773 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

Mid Atlantic Financial Management held 2,230 shares of Arthur J. Gallagher & Co worth $331K as of Q3 2021.
Mid Atlantic Financial Management bought 16 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $2.29K.
Arthur J. Gallagher & Co made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #621 holding.
Mid Atlantic Financial Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Arthur J. Gallagher & Co position peaked at $708K in Q2 2019.
773 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.