WI
AJG icon

Welch Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Welch Investments’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
2017
Q4 		$4.95M Sell
78,287
-298
-0.4% -$19K 3.15% 17
2017
Q3 		$4.84M Buy
78,585
+745
+1% +$43.8K 3.33% 10
2017
Q2 		$4.46M Buy
77,840
+672
+0.9% +$38K 3.31% 11
2017
Q1 		$4.36M Buy
77,168
+2,619
+4% +$144K 3.46% 3
2016
Q4 		$3.87M Buy
+74,549
New +$3.75M 3.39% 5

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch Investments's AJG Position: Q4 2017 in Review

Welch Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 0.38% in Q4 2017, selling an estimated $19K and leaving 78,287 shares worth $4.95M. The position accounts for 3.15% of the portfolio, ranked #17.

Welch Investments first reported a position in AJG in Q4 2016 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold AJG as of Q4 2017.

  • Welch Investments held 78,287 shares of Arthur J. Gallagher & Co worth $4.95M as of Q4 2017.
  • Welch Investments sold 298 Arthur J. Gallagher & Co shares in Q4 2017, an estimated $19K.
  • Arthur J. Gallagher & Co made up 3.15% of Welch Investments's portfolio in Q4 2017, its #17 holding.
  • Welch Investments first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 5 quarters since.
  • 584 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.