RBA
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Richard Bernstein Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Richard Bernstein 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
2022
Q1 		– Sell
-16,854
Closed -$2.86M – 261
2021
Q4 		$2.86M Sell
16,854
-6,437
-28% -$1.05M 0.06% 166
2021
Q3 		$3.46M Hold
23,291
– – 0.07% 153
2021
Q2 		$3.26M Hold
23,291
– – 0.07% 154
2021
Q1 		$2.9M Hold
23,291
– – 0.07% 161
2020
Q4 		$2.88M Hold
23,291
– – 0.07% 160
2020
Q3 		$2.46M Hold
23,291
– – 0.07% 147
2020
Q2 		$2.27M Buy
+23,291
New +$2.06M 0.07% 153
2018
Q2 		– Sell
-6,034
Closed -$415K – 333
2018
Q1 		$415K Hold
6,034
– – 0.01% 278
2017
Q4 		$382K Buy
+6,034
New +$385K 0.02% 303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return