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

Steward 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
2023 Q3	$12K	Sell	57 -1	-2%	-$224	﹤0.01%	325
2023 Q2	$12K	Buy	+58	New	+$12.1K	﹤0.01%	328
2022 Q3	–	Sell	-14	Closed	-$2K	–	93
2022 Q2	$2K	Buy	+14	New	+$2.32K	﹤0.01%	503

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Steward Financial Group's AJG Position: Q3 2023 in Review

Steward Financial Group reduced its Arthur J. Gallagher & Co (AJG) stake by 1.7% in Q3 2023, selling an estimated $224 and leaving 57 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Steward Financial Group first reported a position in AJG in Q2 2022 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold AJG as of Q3 2023.

Steward Financial Group held 57 shares of Arthur J. Gallagher & Co worth $12K as of Q3 2023.
Steward Financial Group sold 1 Arthur J. Gallagher & Co share in Q3 2023, an estimated $224.
Arthur J. Gallagher & Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #325 holding.
Steward Financial Group first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 3 quarters since.
996 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.