Miura Global Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Miura Global 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
2024 Q2	–	Sell	-22,500	Closed	-$5.63M	–	23
2024 Q1	$5.63M	Sell	22,500 -12,500	-36%	-$3M	4.8%	6
2023 Q4	$7.87M	Sell	35,000 -5,000	-13%	-$1.18M	4.4%	10
2023 Q3	$9.12M	Sell	40,000 -10,000	-20%	-$2.24M	6.24%	6
2023 Q2	$11M	Buy	50,000 +20,000	+67%	+$4.16M	3.92%	5
2023 Q1	$5.74M	Buy	+30,000	New	+$5.69M	3.34%	13

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

Miura Global Management's AJG Position: Q2 2024 in Review

Miura Global Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 22,500 shares — an estimated $5.63M sold.

Miura Global Management first reported a position in AJG in Q1 2023 and held it in 5 quarters. The position peaked at $11M in Q2 2023. 1,149 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Miura Global Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Miura Global Management sold 22,500 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $5.63M.
Miura Global Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 5 quarters.
Miura Global Management's Arthur J. Gallagher & Co position peaked at $11M in Q2 2023.
1,149 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Miura Global Management's 13F filing for Q2 2024, filed 14 Aug 2024.