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

Reilly Financial 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
2021 Q4	$2K	Sell	9 -7	-44%	-$1.14K	﹤0.01%	962
2021 Q3	$2K	Buy	+16	New	+$2.29K	﹤0.01%	838
2021 Q2	–	Sell	-26	Closed	-$3K	–	993
2021 Q1	$3K	Buy	+26	New	+$3.14K	﹤0.01%	846
2020 Q3	–	Sell	-80	Closed	-$8K	–	829
2020 Q2	$8K	Hold	80	–	–	﹤0.01%	620
2020 Q1	$7K	Sell	80 -270	-77%	-$25.9K	﹤0.01%	611
2019 Q4	$33K	Buy	350 +27	+8%	+$2.47K	﹤0.01%	404
2019 Q3	$29K	Sell	323 -36	-10%	-$3.24K	﹤0.01%	435
2019 Q2	$31K	Buy	359 +36	+11%	+$3K	﹤0.01%	443
2019 Q1	$25K	Hold	323	–	–	﹤0.01%	473
2018 Q4	$24K	Hold	323	–	–	﹤0.01%	449
2018 Q3	$24K	Hold	323	–	–	﹤0.01%	507
2018 Q2	$21K	Hold	323	–	–	﹤0.01%	481
2018 Q1	$22K	Buy	+323	New	+$21.8K	﹤0.01%	461
2017 Q4	–	Sell	-33	Closed	-$2K	–	963
2017 Q3	$2K	Buy	+33	New	+$1.94K	﹤0.01%	879

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Reilly Financial Advisors's AJG Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 44% in Q4 2021, selling an estimated $1.14K and leaving 9 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Reilly Financial Advisors first reported a position in AJG in Q3 2017 and has held it in 14 quarters since. The position peaked at $33K in Q4 2019. 854 funds tracked by Wall St. Rank hold AJG as of Q4 2021.

Reilly Financial Advisors held 9 shares of Arthur J. Gallagher & Co worth $2K as of Q4 2021.
Reilly Financial Advisors sold 7 Arthur J. Gallagher & Co shares in Q4 2021, an estimated $1.14K.
Arthur J. Gallagher & Co made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #962 holding.
Reilly Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 14 quarters since.
Reilly Financial Advisors's Arthur J. Gallagher & Co position peaked at $33K in Q4 2019.
854 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.