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Next Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Next Financial Group’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
Q4 		$89K Buy
522
+166
+47% +$27.1K 0.01% 1217
2021
Q3 		$53K Buy
356
+238
+202% +$34.1K ﹤0.01% 1386
2021
Q2 		$17K Sell
118
-186
-61% -$26.3K ﹤0.01% 1799
2021
Q1 		$38K Buy
304
+105
+53% +$12.7K ﹤0.01% 1381
2020
Q4 		$25K Buy
199
+160
+410% +$18.2K ﹤0.01% 1446
2020
Q3 		$4K Buy
+39
New +$4.04K ﹤0.01% 1885
2020
Q2 		– Sell
-50
Closed -$4K – 628
2020
Q1 		$4K Hold
50
– – ﹤0.01% 1737
2019
Q4 		$5K Hold
50
– – ﹤0.01% 1949
2019
Q3 		$4K Hold
50
– – ﹤0.01% 1935
2019
Q2 		$4K Buy
+50
New +$4.17K ﹤0.01% 1926
2019
Q1 		– Sell
-50
Closed -$4K – 1628
2018
Q4 		$4K Buy
+50
New +$3.73K ﹤0.01% 1581
2017
Q4 		– Sell
-67
Closed -$4K – 306
2017
Q3 		$4K Buy
67
+17
+34% +$1K ﹤0.01% 1459
2017
Q2 		$3K Sell
50
-50
-50% -$2.83K ﹤0.01% 1647
2017
Q1 		$6K Hold
100
– – ﹤0.01% 1437
2016
Q4 		$5K Sell
100
-400
-80% -$20.1K ﹤0.01% 1908
2016
Q3 		$25K Buy
500
+100
+25% +$4.94K ﹤0.01% 1243
2016
Q2 		$19K Hold
400
– – 0.01% 984
2016
Q1 		$17K Buy
+400
New +$16K 0.01% 993
2014
Q4 		– Sell
-303
Closed -$14K – 1895
2014
Q3 		$14K Buy
+303
New +$13.9K ﹤0.01% 1589

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's AJG Position: Q4 2021 in Review

Next Financial Group increased its Arthur J. Gallagher & Co (AJG) stake by 47% in Q4 2021, buying an estimated $27.1K and bringing the position to 522 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #1217.

Next Financial Group first reported a position in AJG in Q3 2014 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

  • Next Financial Group held 522 shares of Arthur J. Gallagher & Co worth $89K as of Q4 2021.
  • Next Financial Group bought 166 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $27.1K.
  • Arthur J. Gallagher & Co made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1217 holding.
  • Next Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2014 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.