Toth Financial Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-8	Closed	-$1.53K	–	778
2023 Q1	$1.53K	Buy	+8	New	+$1.52K	﹤0.01%	698

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Toth Financial Advisory's AJG Position: Q2 2023 in Review

Toth Financial Advisory sold out of Arthur J. Gallagher & Co (AJG) in Q2 2023, closing a stake of 8 shares — an estimated $1.53K sold.

Toth Financial Advisory first reported a position in AJG in Q1 2023 and held it in 1 quarter. The position peaked at $1.53K in Q1 2023. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

Toth Financial Advisory reported no remaining Arthur J. Gallagher & Co position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 8 Arthur J. Gallagher & Co shares in Q2 2023, an estimated $1.53K.
Toth Financial Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 1 quarter.
Toth Financial Advisory's Arthur J. Gallagher & Co position peaked at $1.53K in Q1 2023.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.