Moloney Securities Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Moloney Securities Asset 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
2023 Q4	–	Sell	-3,650	Closed	-$832K	–	448
2023 Q3	$832K	Sell	3,650 -354	-9%	-$79.2K	0.15%	164
2023 Q2	$879K	Sell	4,004 -148	-4%	-$30.8K	0.16%	157
2023 Q1	$794K	Buy	4,152 +80	+2%	+$15.2K	0.15%	170
2022 Q4	$768K	Sell	4,072 -107	-3%	-$20K	0.17%	158
2022 Q3	$716K	Buy	+4,179	New	+$742K	0.17%	154

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

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

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

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

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

Moloney Securities Asset Management's AJG Position: Q4 2023 in Review

Moloney Securities Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2023, closing a stake of 3,650 shares — an estimated $832K sold.

Moloney Securities Asset Management first reported a position in AJG in Q3 2022 and held it in 5 quarters. The position peaked at $879K in Q2 2023. 1,079 funds tracked by Wall St. Rank hold AJG as of Q4 2023.

Moloney Securities Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2023 after selling out during the quarter.
Moloney Securities Asset Management sold 3,650 Arthur J. Gallagher & Co shares in Q4 2023, an estimated $832K.
Moloney Securities Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and held it in 5 quarters.
Moloney Securities Asset Management's Arthur J. Gallagher & Co position peaked at $879K in Q2 2023.
1,079 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2023.

Based on Moloney Securities Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.