RA
AJG icon

Rational Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Rational Advisors’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
2020
Q4 		– Sell
-68
Closed -$7K – 218
2020
Q3 		$7K Sell
68
-1,582
-96% -$164K ﹤0.01% 318
2020
Q2 		$161K Buy
+1,650
New +$146K 0.08% 148
2020
Q1 		– Sell
-5,571
Closed -$531K – 170
2019
Q4 		$531K Buy
+5,571
New +$510K 0.25% 115
2013
Q4 		$93K Sell
1,989
-270
-12% -$12.5K 0.01% 635
2013
Q3 		$99K Sell
2,259
-69
-3% -$3.03K 0.01% 656
2013
Q2 		$102K Buy
+2,328
New +$101K 0.01% 637

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rational Advisors's AJG Position: Q4 2020 in Review

Rational Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2020, closing a stake of 68 shares — an estimated $7K sold.

Rational Advisors first reported a position in AJG in Q2 2013 and held it in 6 quarters. The position peaked at $531K in Q4 2019. 723 funds tracked by Wall St. Rank hold AJG as of Q4 2020.

  • Rational Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 68 Arthur J. Gallagher & Co shares in Q4 2020, an estimated $7K.
  • Rational Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2013 and held it in 6 quarters.
  • Rational Advisors's Arthur J. Gallagher & Co position peaked at $531K in Q4 2019.
  • 723 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.