Wipfli Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Wipfli Financial 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
2022 Q3	$181K	Buy	+1,056	New	+$187K	0.01%	476

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wipfli Financial Advisors's AJG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2022: 1,056 shares worth $181K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings.

864 funds tracked by Wall St. Rank hold AJG as of Q3 2022.

Wipfli Financial Advisors held 1,056 shares of Arthur J. Gallagher & Co worth $181K as of Q3 2022.
Arthur J. Gallagher & Co was a new Wipfli Financial Advisors position in Q3 2022.
Arthur J. Gallagher & Co made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #476 holding.
864 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.