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Wilbanks Smith & Thomas Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$437K Buy
1,749
+24
+1% +$5.77K 0.01% 366
2023
Q4 		$388K Buy
1,725
+19
+1% +$4.5K 0.01% 377
2023
Q3 		$389K Sell
1,706
-724
-30% -$162K 0.01% 355
2023
Q2 		$534K Sell
2,430
-86
-3% -$17.9K 0.02% 303
2023
Q1 		$481K Sell
2,516
-205
-8% -$38.9K 0.02% 311
2022
Q4 		$513K Sell
2,721
-37
-1% -$6.92K 0.02% 305
2022
Q3 		$472K Sell
2,758
-524
-16% -$93K 0.02% 296
2022
Q2 		$535K Sell
3,282
-1,303
-28% -$216K 0.02% 286
2022
Q1 		$759K Buy
4,585
+39
+0.9% +$6.22K 0.03% 251
2021
Q4 		$771K Sell
4,546
-42
-0.9% -$6.86K 0.03% 266
2021
Q3 		$682K Sell
4,588
-320
-7% -$45.8K 0.03% 264
2021
Q2 		$688K Buy
4,908
+488
+11% +$69K 0.03% 266
2021
Q1 		$551K Hold
4,420
– – 0.02% 276
2020
Q4 		$547K Hold
4,420
– – 0.03% 249
2020
Q3 		$467K Buy
4,420
+165
+4% +$17.1K 0.03% 251
2020
Q2 		$415K Hold
4,255
– – 0.03% 264
2020
Q1 		$347K Buy
4,255
+174
+4% +$16.7K 0.03% 267
2019
Q4 		$389K Buy
4,081
+189
+5% +$17.3K 0.02% 284
2019
Q3 		$349K Buy
+3,892
New +$350K 0.02% 285
2018
Q4 		– Sell
-114
Closed -$8K – 376
2018
Q3 		$8K Buy
+114
New +$8.17K ﹤0.01% 1090

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AJG Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 1.4% in Q1 2024, buying an estimated $5.77K and bringing the position to 1,749 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #366.

Wilbanks Smith & Thomas Asset Management first reported a position in AJG in Q3 2018 and has held it in 20 quarters since. The position peaked at $771K in Q4 2021. 1,130 funds tracked by Wall St. Rank hold AJG as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 1,749 shares of Arthur J. Gallagher & Co worth $437K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 24 Arthur J. Gallagher & Co shares in Q1 2024, an estimated $5.77K.
  • Arthur J. Gallagher & Co made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #366 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 20 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Arthur J. Gallagher & Co position peaked at $771K in Q4 2021.
  • 1,130 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.