Patriot Financial Group Insurance Agency’s Arthur J. Gallagher & Co AJG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-33	Closed	-$5K	–	453
2022 Q2	$5K	Sell	33 -25	-43%	-$4.15K	﹤0.01%	1454
2022 Q1	$10K	Buy	58 +4	+7%	+$638	﹤0.01%	1341
2021 Q4	$9K	Buy	54 +25	+86%	+$4.08K	﹤0.01%	1509
2021 Q3	$4K	Sell	29 -4	-12%	-$572	﹤0.01%	1740
2021 Q2	$5K	Hold	33	–	–	﹤0.01%	1624
2021 Q1	$4K	Hold	33	–	–	﹤0.01%	1591
2020 Q4	$4K	Sell	33 -12	-27%	-$1.37K	﹤0.01%	1461
2020 Q3	$5K	Hold	45	–	–	﹤0.01%	1207
2020 Q2	$4K	Buy	45 +10	+29%	+$885	﹤0.01%	1208
2020 Q1	$3K	Sell	35 -25	-42%	-$2.39K	﹤0.01%	1179
2019 Q4	$6K	Hold	60	–	–	﹤0.01%	930
2019 Q3	$5K	Buy	+60	New	+$5.39K	﹤0.01%	921

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's AJG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Arthur J. Gallagher & Co (AJG) in Q3 2022, closing a stake of 33 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in AJG in Q3 2019 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 865 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Arthur J. Gallagher & Co position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 33 Arthur J. Gallagher & Co shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Arthur J. Gallagher & Co in Q3 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Arthur J. Gallagher & Co position peaked at $10K in Q1 2022.
865 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.