Three Peaks Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Three Peaks Capital Management’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
2021 Q3	$5.33M	Buy	35,851 +1,316	+4%	+$188K	1.77%	12
2021 Q2	$4.84M	Buy	34,535 +3,370	+11%	+$476K	1.49%	13
2021 Q1	$3.89M	Sell	31,165 -557	-2%	-$67.2K	1.23%	19
2020 Q4	$3.92M	Sell	31,722 -5,187	-14%	-$591K	1.26%	23
2020 Q3	$3.9M	Sell	36,909 -2,736	-7%	-$284K	1.37%	19
2020 Q2	$3.87M	Buy	39,645 +2,369	+6%	+$210K	1.42%	19
2020 Q1	$3.04M	Buy	37,276 +266	+0.7%	+$25.5K	1.21%	36
2019 Q4	$3.52M	Buy	+37,010	New	+$3.39M	0.93%	56

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Three Peaks Capital Management's AJG Position: Q3 2021 in Review

Three Peaks Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 3.8% in Q3 2021, buying an estimated $188K and bringing the position to 35,851 shares worth $5.33M. The position accounts for 1.77% of the portfolio, ranked #12.

Three Peaks Capital Management first reported a position in AJG in Q4 2019 and has held it in 8 quarters since. 772 funds tracked by Wall St. Rank hold AJG as of Q3 2021.

Three Peaks Capital Management held 35,851 shares of Arthur J. Gallagher & Co worth $5.33M as of Q3 2021.
Three Peaks Capital Management bought 1,316 Arthur J. Gallagher & Co shares in Q3 2021, an estimated $188K.
Arthur J. Gallagher & Co made up 1.77% of Three Peaks Capital Management's portfolio in Q3 2021, its #12 holding.
Three Peaks Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 8 quarters since.
772 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2021.

Based on Three Peaks Capital Management's 13F filing for Q3 2021, filed 12 Oct 2021.