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Paragon Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Paragon Advisors’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
-8,240
Closed -$2.06M – 74
2024
Q1 		$2.06M Buy
8,240
+2,193
+36% +$527K 0.83% 38
2023
Q4 		$1.36M Buy
+6,047
New +$1.43M 0.57% 51

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paragon Advisors's AJG Position: Q2 2024 in Review

Paragon Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 8,240 shares — an estimated $2.06M sold.

Paragon Advisors first reported a position in AJG in Q4 2023 and held it in 2 quarters. The position peaked at $2.06M in Q1 2024. 1,149 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • Paragon Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
  • Paragon Advisors sold 8,240 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $2.06M.
  • Paragon Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 2 quarters.
  • Paragon Advisors's Arthur J. Gallagher & Co position peaked at $2.06M in Q1 2024.
  • 1,149 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Paragon Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.