SevenBridge Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-70	Closed	-$6K	–	155
2019 Q2	$6K	Hold	70	–	–	﹤0.01%	496
2019 Q1	$5K	Hold	70	–	–	﹤0.01%	476
2018 Q4	$5K	Hold	70	–	–	﹤0.01%	431
2018 Q3	$5K	Hold	70	–	–	﹤0.01%	478
2018 Q2	$5K	Hold	70	–	–	﹤0.01%	482
2018 Q1	$5K	Hold	70	–	–	﹤0.01%	491
2017 Q4	$4K	Hold	70	–	–	﹤0.01%	526
2017 Q3	$4K	Hold	70	–	–	﹤0.01%	527
2017 Q2	$4K	Hold	70	–	–	﹤0.01%	536
2017 Q1	$4K	Hold	70	–	–	﹤0.01%	521
2016 Q4	$4K	Hold	70	–	–	﹤0.01%	532
2016 Q3	$4K	Hold	70	–	–	﹤0.01%	521
2016 Q2	$3K	Buy	+70	New	+$3.25K	﹤0.01%	644

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

JP Morgan Chase

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

Baillie Gifford & Co

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Geode Capital Management

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