Surevest’s Arthur J. Gallagher & Co AJG Stock Holding History

Surevest’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 Q3	$1K	Hold	7	–	–	﹤0.01%	422
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	449
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	425
2021 Q4	$1K	Buy	+7	New	+$1.14K	﹤0.01%	434

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

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

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

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

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

Surevest's AJG Position: Q3 2022 in Review

Surevest held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2022 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Surevest first reported a position in AJG in Q4 2021 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

Surevest held 7 shares of Arthur J. Gallagher & Co worth $1K as of Q3 2022.
Surevest left its Arthur J. Gallagher & Co share count unchanged in Q3 2022.
Arthur J. Gallagher & Co made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #422 holding.
Surevest first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 4 quarters since.
864 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.