Perpetual Ltd’s Arthur J. Gallagher & Co AJG Stock Holding History

Perpetual Ltd’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 Q1	–	Sell	-1,852	Closed	-$416K	–	436
2023 Q4	$416K	Sell	1,852 -742	-29%	-$176K	﹤0.01%	353
2023 Q3	$591K	Sell	2,594 -4,716	-65%	-$1.06M	0.01%	339
2023 Q2	$1.61M	Sell	7,310 -817	-10%	-$170K	0.01%	260
2023 Q1	$1.55M	Buy	+8,127	New	+$1.54M	0.01%	272

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Perpetual Ltd's AJG Position: Q1 2024 in Review

Perpetual Ltd sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 1,852 shares — an estimated $416K sold.

Perpetual Ltd first reported a position in AJG in Q1 2023 and held it in 4 quarters. The position peaked at $1.61M in Q2 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

Perpetual Ltd reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
Perpetual Ltd sold 1,852 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $416K.
Perpetual Ltd first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 4 quarters.
Perpetual Ltd's Arthur J. Gallagher & Co position peaked at $1.61M in Q2 2023.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Perpetual Ltd's 13F filing for Q1 2024, filed 10 Apr 2024.