RegentAtlantic Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

RegentAtlantic Capital’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
2022 Q3	$908K	Buy	5,302 +302	+6%	+$53.6K	0.03%	327
2022 Q2	$815K	Buy	5,000 +78	+2%	+$12.9K	0.03%	349
2022 Q1	$859K	Buy	4,922 +1	+0%	+$159	0.02%	344
2021 Q4	$835K	Buy	4,921 +228	+5%	+$37.3K	0.02%	355
2021 Q3	$698K	Buy	4,693 +131	+3%	+$18.7K	0.02%	367
2021 Q2	$639K	Buy	4,562 +108	+2%	+$15.3K	0.02%	365
2021 Q1	$556K	Buy	+4,454	New	+$538K	0.02%	365

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

RegentAtlantic Capital's AJG Position: Q3 2022 in Review

RegentAtlantic Capital increased its Arthur J. Gallagher & Co (AJG) stake by 6% in Q3 2022, buying an estimated $53.6K and bringing the position to 5,302 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #327.

RegentAtlantic Capital first reported a position in AJG in Q1 2021 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

RegentAtlantic Capital held 5,302 shares of Arthur J. Gallagher & Co worth $908K as of Q3 2022.
RegentAtlantic Capital bought 302 Arthur J. Gallagher & Co shares in Q3 2022, an estimated $53.6K.
Arthur J. Gallagher & Co made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #327 holding.
RegentAtlantic Capital first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 7 quarters since.
864 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.