Wetzel Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Wetzel Investment Advisors’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 Q2	–	Sell	-27	Closed	-$6.32K	–	949
2024 Q1	$6.32K	Sell	27 -10	-27%	-$2.4K	﹤0.01%	631
2023 Q4	$8K	Buy	+37	New	+$8.76K	﹤0.01%	567

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wetzel Investment Advisors's AJG Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 27 shares — an estimated $6.32K sold.

Wetzel Investment Advisors first reported a position in AJG in Q4 2023 and held it in 2 quarters. The position peaked at $8K in Q4 2023. 1,148 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Wetzel Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 27 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $6.32K.
Wetzel Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 2 quarters.
Wetzel Investment Advisors's Arthur J. Gallagher & Co position peaked at $8K in Q4 2023.
1,148 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.