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

Vigilant 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
2023 Q2	$4K	Buy	+16	New	+$3.33K	﹤0.01%	428
2023 Q1	–	Sell	-20	Closed	-$4K	–	439
2022 Q4	$4K	Hold	20	–	–	﹤0.01%	450
2022 Q3	$3K	Buy	+20	New	+$3.55K	﹤0.01%	538
2020 Q2	–	Sell	-59	Closed	-$5K	–	318
2020 Q1	$5K	Hold	59	–	–	﹤0.01%	308
2019 Q4	$6K	Hold	59	–	–	﹤0.01%	439
2019 Q3	$5K	Buy	+59	New	+$5.3K	﹤0.01%	359
2018 Q2	–	Sell	-70	Closed	-$5K	–	459
2018 Q1	$5K	Sell	70 -53	-43%	-$3.58K	﹤0.01%	400
2017 Q4	$8K	Buy	+123	New	+$7.86K	﹤0.01%	351

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

Vigilant Capital Management's AJG Position: Q2 2023 in Review

Vigilant Capital Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2023: 16 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Vigilant Capital Management previously reported a position in AJG as recently as Q4 2022.

Vigilant Capital Management first reported a position in AJG in Q4 2017 and has held it in 8 quarters since. The position peaked at $8K in Q4 2017. 973 funds tracked by Wall St. Rank hold AJG as of Q2 2023.

Vigilant Capital Management held 16 shares of Arthur J. Gallagher & Co worth $4K as of Q2 2023.
Arthur J. Gallagher & Co was a new Vigilant Capital Management position in Q2 2023.
Arthur J. Gallagher & Co made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #428 holding.
Vigilant Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 8 quarters since.
Vigilant Capital Management's Arthur J. Gallagher & Co position peaked at $8K in Q4 2017.
973 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.