Wilson Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Wilson 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 Q2	–	Sell	-70,248	Closed	-$17.6M	–	27
2024 Q1	$17.6M	Sell	70,248 -8,759	-11%	-$2.11M	4.54%	12
2023 Q4	$17.8M	Sell	79,007 -4,403	-5%	-$1.04M	4.95%	10
2023 Q3	$19.2M	Hold	83,410	–	–	5.52%	8
2023 Q2	$18.3M	Sell	83,410 -21,279	-20%	-$4.43M	4.99%	11
2023 Q1	$20M	Hold	104,689	–	–	5.55%	6
2022 Q4	$19.7M	Sell	104,689 -15,307	-13%	-$2.86M	5.99%	5
2022 Q3	$20.5M	Hold	119,996	–	–	6.92%	3
2022 Q2	$19.6M	Hold	119,996	–	–	5.83%	5
2022 Q1	$21M	Buy	+119,996	New	+$19.1M	5.23%	8

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

Wilson Asset Management's AJG Position: Q2 2024 in Review

Wilson Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2024, closing a stake of 70,248 shares — an estimated $17.6M sold.

Wilson Asset Management first reported a position in AJG in Q1 2022 and held it in 9 quarters. The position peaked at $21M in Q1 2022. 1,149 funds tracked by Wall St. Rank hold AJG as of Q2 2024.

Wilson Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2024 after selling out during the quarter.
Wilson Asset Management sold 70,248 Arthur J. Gallagher & Co shares in Q2 2024, an estimated $17.6M.
Wilson Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2022 and held it in 9 quarters.
Wilson Asset Management's Arthur J. Gallagher & Co position peaked at $21M in Q1 2022.
1,149 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2024.

Based on Wilson Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.