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Wilks Brothers’s Arthur J. Gallagher & Co AJG Stock Holding History

Wilks Brothers’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
2018
Q3 		– Sell
-10,000
Closed -$653K – 56
2018
Q2 		$653K Buy
+10,000
New +$677K 0.07% 76

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilks Brothers's AJG Position: Q3 2018 in Review

Wilks Brothers sold out of Arthur J. Gallagher & Co (AJG) in Q3 2018, closing a stake of 10,000 shares — an estimated $653K sold.

Wilks Brothers first reported a position in AJG in Q2 2018 and held it in 1 quarter. The position peaked at $653K in Q2 2018. 594 funds tracked by Wall St. Rank hold AJG as of Q3 2018.

  • Wilks Brothers reported no remaining Arthur J. Gallagher & Co position as of Q3 2018 after selling out during the quarter.
  • Wilks Brothers sold 10,000 Arthur J. Gallagher & Co shares in Q3 2018, an estimated $653K.
  • Wilks Brothers first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 1 quarter.
  • Wilks Brothers's Arthur J. Gallagher & Co position peaked at $653K in Q2 2018.
  • 594 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2018.

Based on Wilks Brothers's 13F filing for Q3 2018, filed 9 Nov 2018.