PO
AJG icon

Private Ocean’s Arthur J. Gallagher & Co AJG Stock Holding History

Private Ocean’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 		$801K Buy
3,088
+4
+0.1% +$992 0.07% 75
2024
Q1 		$771K Buy
3,084
+3
+0.1% +$721 0.08% 72
2023
Q4 		$693K Buy
3,081
+4
+0.1% +$947 0.07% 73
2023
Q3 		$701K Buy
3,077
+110
+4% +$24.6K 0.09% 69
2023
Q2 		$651K Buy
2,967
+4
+0.1% +$832 0.08% 76
2023
Q1 		$567K Buy
2,963
+2
+0.1% +$379 0.08% 75
2022
Q4 		$558K Buy
2,961
+4
+0.1% +$748 0.07% 71
2022
Q3 		$506K Sell
2,957
-126
-4% -$22.4K 0.08% 69
2022
Q2 		$502K Buy
3,083
+1,319
+75% +$219K 0.08% 65
2022
Q1 		$308K Buy
1,764
+258
+17% +$41.1K 0.04% 93
2021
Q4 		$256K Buy
1,506
+3
+0.2% +$490 0.03% 117
2021
Q3 		$223K Buy
1,503
+4
+0.3% +$572 0.03% 119
2021
Q2 		$210K Buy
1,499
+751
+100% +$106K 0.03% 114
2021
Q1 		$93K Buy
748
+172
+30% +$20.8K 0.02% 185
2020
Q4 		$71K Buy
576
+1
+0.2% +$114 0.01% 190
2020
Q3 		$61K Buy
575
+2
+0.3% +$207 0.01% 191
2020
Q2 		$55K Buy
573
+462
+416% +$40.9K 0.01% 196
2020
Q1 		$9K Hold
111
– – ﹤0.01% 396
2019
Q4 		$11K Hold
111
– – ﹤0.01% 380
2019
Q3 		$10K Sell
111
-389
-78% -$35K ﹤0.01% 397
2019
Q2 		$43K Hold
500
– – 0.01% 225
2019
Q1 		$39K Buy
+500
New +$38.5K 0.01% 221

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

Private Ocean's AJG Position: Q2 2024 in Review

Private Ocean increased its Arthur J. Gallagher & Co (AJG) stake by 0.13% in Q2 2024, buying an estimated $992 and bringing the position to 3,088 shares worth $801K. The position accounts for 0.07% of the portfolio, ranked #75.

Private Ocean first reported a position in AJG in Q1 2019 and has held it in 22 quarters since. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

  • Private Ocean held 3,088 shares of Arthur J. Gallagher & Co worth $801K as of Q2 2024.
  • Private Ocean bought 4 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $992.
  • Arthur J. Gallagher & Co made up 0.07% of Private Ocean's portfolio in Q2 2024, its #75 holding.
  • Private Ocean first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 22 quarters since.
  • 1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.