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Waddell & Reed Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$41.5M Buy
332,256
+48,672
+17% +$5.87M 0.09% 285
2020
Q4 		$35.1M Buy
283,584
+44,180
+18% +$5.03M 0.07% 280
2020
Q3 		$25.3M Hold
239,404
– – 0.06% 313
2020
Q2 		$23.3M Sell
239,404
-103
-0% -$9.12K 0.06% 305
2020
Q1 		$19.5M Sell
239,507
-9,940
-4% -$952K 0.06% 288
2019
Q4 		$23.8M Buy
249,447
+13,098
+6% +$1.2M 0.06% 321
2019
Q3 		$21.2M Sell
236,349
-4
-0% -$360 0.05% 330
2019
Q2 		$20.7M Sell
236,353
-599
-0.3% -$50K 0.05% 339
2019
Q1 		$18.5M Buy
236,952
+62,235
+36% +$4.79M 0.05% 365
2018
Q4 		$12.9M Sell
174,717
-77,727
-31% -$5.8M 0.04% 389
2018
Q3 		$18.8M Sell
252,444
-19,902
-7% -$1.43M 0.04% 342
2018
Q2 		$17.8M Sell
272,346
-1,440
-0.5% -$97.5K 0.04% 348
2018
Q1 		$18.8M Sell
273,786
-36,960
-12% -$2.49M 0.04% 337
2017
Q4 		$19.7M Sell
310,746
-24,960
-7% -$1.59M 0.04% 332
2017
Q3 		$20.7M Sell
335,706
-26,710
-7% -$1.57M 0.05% 334
2017
Q2 		$20.7M Sell
362,416
-7,110
-2% -$402K 0.05% 341
2017
Q1 		$20.9M Buy
369,526
+22,306
+6% +$1.23M 0.04% 344
2016
Q4 		$18M Buy
347,220
+230,940
+199% +$11.6M 0.04% 352
2016
Q3 		$5.92M Buy
116,280
+16,990
+17% +$839K 0.01% 478
2016
Q2 		$4.73M Buy
99,290
+26,350
+36% +$1.22M 0.01% 482
2016
Q1 		$3.24M Buy
72,940
+11,140
+18% +$445K 0.01% 547
2015
Q4 		$2.53M Buy
61,800
+17,590
+40% +$756K ﹤0.01% 582
2015
Q3 		$1.82M Buy
44,210
+3,490
+9% +$158K ﹤0.01% 591
2015
Q2 		$1.93M Buy
40,720
+1,500
+4% +$72.2K ﹤0.01% 572
2015
Q1 		$1.83M Buy
39,220
+9,900
+34% +$462K ﹤0.01% 545
2014
Q4 		$1.38M Buy
+29,320
New +$1.38M ﹤0.01% 533

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Waddell & Reed Financial's AJG Position: Q1 2021 in Review

Waddell & Reed Financial increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q1 2021, buying an estimated $5.87M and bringing the position to 332,256 shares worth $41.5M. The position accounts for 0.09% of the portfolio, ranked #285.

Waddell & Reed Financial first reported a position in AJG in Q4 2014 and has held it in 26 quarters since. 730 funds tracked by Wall St. Rank hold AJG as of Q1 2021.

  • Waddell & Reed Financial held 332,256 shares of Arthur J. Gallagher & Co worth $41.5M as of Q1 2021.
  • Waddell & Reed Financial bought 48,672 Arthur J. Gallagher & Co shares in Q1 2021, an estimated $5.87M.
  • Arthur J. Gallagher & Co made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #285 holding.
  • Waddell & Reed Financial first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 26 quarters since.
  • 730 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.