West Tower Group’s Arthur J. Gallagher & Co AJG Stock Holding History

West Tower Group’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 Q1	–	Sell	-464	Closed	-$104K	–	108
2023 Q4	$104K	Buy	464 +284	+158%	+$67.3K	0.21%	68
2023 Q3	$41K	Buy	180 +126	+233%	+$28.2K	0.02%	236
2023 Q2	$11.9K	Buy	+54	New	+$11.2K	0.01%	406

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

West Tower Group's AJG Position: Q1 2024 in Review

West Tower Group sold out of Arthur J. Gallagher & Co (AJG) in Q1 2024, closing a stake of 464 shares — an estimated $104K sold.

West Tower Group first reported a position in AJG in Q2 2023 and held it in 3 quarters. The position peaked at $104K in Q4 2023. 1,129 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

West Tower Group reported no remaining Arthur J. Gallagher & Co position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 464 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $104K.
West Tower Group first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 3 quarters.
West Tower Group's Arthur J. Gallagher & Co position peaked at $104K in Q4 2023.
1,129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.