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Morningstar Investment Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-1,104
Closed -$309K – 152
2024
Q3 		$309K Buy
1,104
+126
+13% +$35.5K ﹤0.01% 342
2024
Q2 		$254K Buy
978
+104
+12% +$25.8K ﹤0.01% 338
2024
Q1 		$217K Sell
874
-432
-33% -$104K ﹤0.01% 335
2023
Q4 		$292K Buy
+1,306
New +$309K ﹤0.01% 355

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Morningstar Investment Services's AJG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 1,104 shares — an estimated $309K sold.

Morningstar Investment Services first reported a position in AJG in Q4 2023 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,104 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $309K.
  • Morningstar Investment Services first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Arthur J. Gallagher & Co position peaked at $309K in Q3 2024.
  • 1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.