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Wintrust Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Wintrust Investments’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
Q4 		$55K Sell
195
-55
-22% -$16K 0.05% 239
2024
Q3 		$70K Sell
250
-1,949
-89% -$550K 0.05% 266
2024
Q2 		$570K Buy
2,199
+253
+13% +$62.8K 0.05% 273
2024
Q1 		$487K Buy
1,946
+177
+10% +$42.5K 0.04% 292
2023
Q4 		$398K Sell
1,769
-147
-8% -$34.8K 0.04% 308
2023
Q3 		$437K Buy
1,916
+348
+22% +$77.9K 0.05% 277
2023
Q2 		$344K Buy
1,568
+71
+5% +$14.8K 0.03% 311
2023
Q1 		$286K Buy
1,497
+290
+24% +$55K 0.04% 281
2022
Q4 		$228K Buy
+1,207
New +$226K 0.03% 333

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wintrust Investments's AJG Position: Q4 2024 in Review

Wintrust Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q4 2024, selling an estimated $16K and leaving 195 shares worth $55K. The position accounts for 0.05% of the portfolio, ranked #239.

Wintrust Investments first reported a position in AJG in Q4 2022 and has held it in 9 quarters since. The position peaked at $570K in Q2 2024. 1,326 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

  • Wintrust Investments held 195 shares of Arthur J. Gallagher & Co worth $55K as of Q4 2024.
  • Wintrust Investments sold 55 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $16K.
  • Arthur J. Gallagher & Co made up 0.05% of Wintrust Investments's portfolio in Q4 2024, its #239 holding.
  • Wintrust Investments first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 9 quarters since.
  • Wintrust Investments's Arthur J. Gallagher & Co position peaked at $570K in Q2 2024.
  • 1,326 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.