The Family Firm’s Arthur J. Gallagher & Co AJG Stock Holding History

The Family Firm’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	-25	Closed	-$6.48K	–	227
2024 Q2	$6.48K	Buy	+25	New	+$6.2K	﹤0.01%	717

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

The Family Firm's AJG Position: Q3 2024 in Review

The Family Firm sold out of Arthur J. Gallagher & Co (AJG) in Q3 2024, closing a stake of 25 shares — an estimated $6.48K sold.

The Family Firm first reported a position in AJG in Q2 2024 and held it in 1 quarter. The position peaked at $6.48K in Q2 2024. 1,200 funds tracked by Wall St. Rank hold AJG as of Q3 2024.

The Family Firm reported no remaining Arthur J. Gallagher & Co position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 25 Arthur J. Gallagher & Co shares in Q3 2024, an estimated $6.48K.
The Family Firm first reported a position in Arthur J. Gallagher & Co in Q2 2024 and held it in 1 quarter.
The Family Firm's Arthur J. Gallagher & Co position peaked at $6.48K in Q2 2024.
1,200 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.