Prio Wealth Limited Partnership’s Arthur J. Gallagher & Co AJG Stock Holding History

Prio Wealth Limited Partnership’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	$477K	Hold	1,696	–	–	0.01%	196
2024 Q2	$440K	Hold	1,696	–	–	0.01%	197
2024 Q1	$424K	Hold	1,696	–	–	0.01%	203
2023 Q4	$381K	Hold	1,696	–	–	0.01%	201
2023 Q3	$387K	Hold	1,696	–	–	0.01%	197
2023 Q2	$372K	Hold	1,696	–	–	0.01%	205
2023 Q1	$324K	Hold	1,696	–	–	0.01%	214
2022 Q4	$320K	Hold	1,696	–	–	0.01%	213
2022 Q3	$290K	Buy	1,696 +120	+8%	+$21.3K	0.01%	216
2022 Q2	$257K	Hold	1,576	–	–	0.01%	233
2022 Q1	$275K	Hold	1,576	–	–	0.01%	234
2021 Q4	$267K	Hold	1,576	–	–	0.01%	247
2021 Q3	$234K	Hold	1,576	–	–	0.01%	251
2021 Q2	$221K	Buy	+1,576	New	+$223K	0.01%	266

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

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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Prio Wealth Limited Partnership's AJG Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2024 at 1,696 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #196.

Prio Wealth Limited Partnership first reported a position in AJG in Q2 2021 and has held it in 14 quarters since. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Prio Wealth Limited Partnership held 1,696 shares of Arthur J. Gallagher & Co worth $477K as of Q3 2024.
Prio Wealth Limited Partnership left its Arthur J. Gallagher & Co share count unchanged in Q3 2024.
Arthur J. Gallagher & Co made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #196 holding.
Prio Wealth Limited Partnership first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 14 quarters since.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.