SNT
AJG icon

Security National Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Security National Trust’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
2017
Q2 		– Sell
-93
Closed -$5K – 411
2017
Q1 		$5K Buy
+93
New +$5.13K ﹤0.01% 396
2016
Q1 		– Sell
-44
Closed -$2K – 457
2015
Q4 		$2K Buy
+44
New +$1.89K ﹤0.01% 448
2015
Q1 		– Sell
-120
Closed -$6K – 474
2014
Q4 		$6K Hold
120
– – ﹤0.01% 446
2014
Q3 		$5K Hold
120
– – ﹤0.01% 461
2014
Q2 		$6K Hold
120
– – ﹤0.01% 451
2014
Q1 		$6K Hold
120
– – ﹤0.01% 444
2013
Q4 		$6K Hold
120
– – ﹤0.01% 448
2013
Q3 		$5K Hold
120
– – ﹤0.01% 440
2013
Q2 		$5K Buy
+120
New +$5.19K ﹤0.01% 425

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return