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

Symmetry Partners’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
2024 Q3	–	Sell	-1,303	Closed	-$338K	–	105
2024 Q2	$338K	Hold	1,303	–	–	0.02%	378
2024 Q1	$326K	Hold	1,303	–	–	0.03%	395
2023 Q4	$291K	Sell	1,303 -964	-43%	-$228K	0.02%	411
2023 Q3	$517K	Hold	2,267	–	–	0.03%	300
2023 Q2	$498K	Hold	2,267	–	–	0.03%	336
2023 Q1	$434K	Hold	2,267	–	–	0.02%	366
2022 Q4	$427K	Sell	2,267 -355	-14%	-$66.4K	0.03%	370
2022 Q3	$449K	Hold	2,622	–	–	0.03%	330
2022 Q2	$427K	Hold	2,622	–	–	0.03%	360
2022 Q1	$458K	Hold	2,622	–	–	0.03%	379
2021 Q4	$445K	Hold	2,622	–	–	0.03%	425
2021 Q3	$398K	Sell	2,622 -900	-26%	-$129K	0.03%	491
2021 Q2	$493K	Hold	3,522	–	–	0.03%	432
2021 Q1	$439K	Sell	3,522 -66	-2%	-$7.96K	0.03%	450
2020 Q4	$444K	Hold	3,588	–	–	0.03%	404
2020 Q3	$379K	Buy	+3,588	New	+$372K	0.03%	411

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Symmetry Partners's AJG Position: Q3 2024 in Review

Symmetry Partners sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 1,303 shares — an estimated $338K sold.

Symmetry Partners first reported a position in AJG in Q3 2020 and held it in 16 quarters. The position peaked at $517K in Q3 2023. 1,199 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

Symmetry Partners reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,303 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $338K.
Symmetry Partners first reported a position in Arthur J. Gallagher & Co in Q3 2020 and held it in 16 quarters.
Symmetry Partners's Arthur J. Gallagher & Co position peaked at $517K in Q3 2023.
1,199 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.