Virtus ETF Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Virtus ETF Advisers’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	–	Sell	-3,122	Closed	-$878K	–	465
2024 Q3	$878K	Buy	+3,122	New	+$880K	0.41%	113
2023 Q4	–	Sell	-3,415	Closed	-$778K	–	427
2023 Q3	$778K	Buy	+3,415	New	+$764K	0.47%	29
2020 Q3	–	Sell	-193	Closed	-$19K	–	330
2020 Q2	$19K	Hold	193	–	–	0.01%	377
2020 Q1	$16K	Sell	193 -4	-2%	-$383	0.01%	338
2019 Q4	$19K	Buy	+197	New	+$18K	﹤0.01%	367

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Virtus ETF Advisers's AJG Position: Q4 2024 in Review

Virtus ETF Advisers sold out of Arthur J. Gallagher & Co (AJG) in Q4 2024, closing a stake of 3,122 shares — an estimated $878K sold.

Virtus ETF Advisers first reported a position in AJG in Q4 2019 and held it in 5 quarters. The position peaked at $878K in Q3 2024. 1,324 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

Virtus ETF Advisers reported no remaining Arthur J. Gallagher & Co position as of Q4 2024 after selling out during the quarter.
Virtus ETF Advisers sold 3,122 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $878K.
Virtus ETF Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2019 and held it in 5 quarters.
Virtus ETF Advisers's Arthur J. Gallagher & Co position peaked at $878K in Q3 2024.
1,324 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Virtus ETF Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.