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Planned Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-74
Closed -$20.8K – 132
2024
Q3 		$20.8K Buy
+74
New +$20.9K 0.01% 384
2024
Q1 		– Sell
-74
Closed -$16.6K – 113
2023
Q4 		$16.6K Buy
+74
New +$17.5K 0.01% 386

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

Planned Solutions's AJG Position: Q4 2024 in Review

Planned Solutions sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 74 shares — an estimated $20.8K sold.

Planned Solutions first reported a position in AJG in Q4 2023 and held it in 2 quarters. The position peaked at $20.8K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Planned Solutions reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 74 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $20.8K.
  • Planned Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Arthur J. Gallagher & Co position peaked at $20.8K in Q3 2024.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.