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

TrinityPoint Wealth’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
Q4 		$1.27M Buy
4,470
+107
+2% +$31.1K 0.18% 131
2024
Q3 		$1.23M Buy
4,363
+115
+3% +$32.4K 0.18% 139
2024
Q2 		$1.1M Buy
4,248
+103
+2% +$25.6K 0.17% 136
2024
Q1 		$1.04M Buy
4,145
+107
+3% +$25.7K 0.17% 130
2023
Q4 		$908K Sell
4,038
-420
-9% -$99.5K 0.16% 129
2023
Q3 		$1.02M Buy
4,458
+284
+7% +$63.6K 0.2% 116
2023
Q2 		$917K Buy
4,174
+657
+19% +$137K 0.18% 125
2023
Q1 		$673K Buy
3,517
+220
+7% +$41.7K 0.14% 145
2022
Q4 		$622K Sell
3,297
-657
-17% -$123K 0.14% 145
2022
Q3 		$677K Buy
3,954
+192
+5% +$34.1K 0.15% 136
2022
Q2 		$613K Buy
3,762
+260
+7% +$43.1K 0.14% 139
2022
Q1 		$611K Buy
3,502
+64
+2% +$10.2K 0.11% 157
2021
Q4 		$583K Buy
3,438
+51
+2% +$8.33K 0.1% 165
2021
Q3 		$503K Buy
3,387
+98
+3% +$14K 0.1% 180
2021
Q2 		$461K Sell
3,289
-1,109
-25% -$157K 0.09% 177
2021
Q1 		$549K Sell
4,398
-61
-1% -$7.36K 0.13% 143
2020
Q4 		$524K Buy
4,459
+89
+2% +$10.1K 0.13% 143
2020
Q3 		$461K Buy
4,370
+190
+5% +$19.7K 0.13% 144
2020
Q2 		$408K Buy
4,180
+37
+0.9% +$3.28K 0.13% 148
2020
Q1 		$338K Buy
4,143
+413
+11% +$39.5K 0.13% 147
2019
Q4 		$355K Buy
3,730
+202
+6% +$18.5K 0.12% 154
2019
Q3 		$320K Buy
3,528
+421
+14% +$37.8K 0.11% 160
2019
Q2 		$287K Buy
3,107
+144
+5% +$12K 0.14% 131
2019
Q1 		$231K Buy
+2,963
New +$228K 0.11% 153

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's AJG Position: Q4 2024 in Review

TrinityPoint Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 2.5% in Q4 2024, buying an estimated $31.1K and bringing the position to 4,470 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #131.

TrinityPoint Wealth first reported a position in AJG in Q1 2019 and has held it in 24 quarters since. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • TrinityPoint Wealth held 4,470 shares of Arthur J. Gallagher & Co worth $1.27M as of Q4 2024.
  • TrinityPoint Wealth bought 107 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $31.1K.
  • Arthur J. Gallagher & Co made up 0.18% of TrinityPoint Wealth's portfolio in Q4 2024, its #131 holding.
  • TrinityPoint Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 24 quarters since.
  • 1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.