VAM
AJG icon

Visionary Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Visionary Asset 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
2018
Q4 		– Sell
-2,914
Closed -$217K – 132
2018
Q3 		$217K Buy
+2,914
New +$209K 0.07% 278
2017
Q4 		– Sell
-52,230
Closed -$3.21M – 274
2017
Q3 		$3.21M Sell
52,230
-5,790
-10% -$341K 0.93% 24
2017
Q2 		$3.32M Sell
58,020
-7,389
-11% -$418K 0.97% 21
2017
Q1 		$3.7M Buy
65,409
+1,276
+2% +$70.3K 1.15% 16
2016
Q4 		$3.33M Buy
+64,133
New +$3.23M 1.08% 24
2014
Q3 		– Sell
-195
Closed -$9K – 133
2014
Q2 		$9K Buy
+195
New +$8.89K ﹤0.01% 286

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return