Mirabella Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-3,416	Closed	-$854K	–	432
2024 Q1	$854K	Buy	3,416 +1,515	+80%	+$364K	0.06%	206
2023 Q4	$428K	Buy	+1,901	New	+$450K	0.06%	248
2023 Q1	–	Sell	-1,182	Closed	-$223K	–	384
2022 Q4	$223K	Buy	+1,182	New	+$221K	0.02%	306
2022 Q1	–	Sell	-14,526	Closed	-$2.46M	–	524
2021 Q4	$2.46M	Buy	14,526 +5,024	+53%	+$821K	0.25%	97
2021 Q3	$1.41M	Sell	9,502 -1,850	-16%	-$265K	0.19%	137
2021 Q2	$1.59M	Buy	11,352 +8,050	+244%	+$1.14M	0.28%	99
2021 Q1	$412K	Buy	+3,302	New	+$399K	0.13%	134
2020 Q4	–	Sell	-3,401	Closed	-$359K	–	309
2020 Q3	$359K	Buy	+3,401	New	+$353K	0.05%	186

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

Norges Bank Oslo, Norway $935B AUM

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

Mirabella Financial Services's AJG Position: Q2 2024 in Review

Mirabella Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 3,416 shares — an estimated $854K sold.

Mirabella Financial Services first reported a position in AJG in Q3 2020 and held it in 8 quarters. The position peaked at $2.46M in Q4 2021. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Mirabella Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 3,416 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $854K.
Mirabella Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 8 quarters.
Mirabella Financial Services's Arthur J. Gallagher & Co position peaked at $2.46M in Q4 2021.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.