Paloma Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Paloma Partners’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 Q3	–	Sell	-300	Closed	-$77.8K	–	1125
2024 Q2	$77.8K	Buy	+300	New	+$74.4K	﹤0.01%	1104

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paloma Partners's AJG Position: Q4 2024 in Review

Paloma Partners sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 1,375 shares — an estimated $387K sold.

Paloma Partners first reported a position in AJG in Q3 2013 and held it in 23 quarters. The position peaked at $10.2M in Q1 2019. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

Paloma Partners reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 1,375 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $387K.
Paloma Partners first reported a position in Arthur J. Gallagher & Co in Q3 2013 and held it in 23 quarters.
Paloma Partners's Arthur J. Gallagher & Co position peaked at $10.2M in Q1 2019.
1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.