WR Wealth Planners’s Arthur J. Gallagher & Co AJG Stock Holding History

WR Wealth Planners’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	$35.2K	Buy	124 +21	+20%	+$6.11K	0.01%	366
2024 Q3	$29K	Buy	103 +20	+24%	+$5.64K	0.01%	424
2024 Q2	$21.5K	Buy	83 +5	+6%	+$1.24K	0.01%	436
2024 Q1	$19.5K	Buy	+78	New	+$18.8K	0.01%	457
2023 Q4	–	Sell	-61	Closed	-$13.9K	–	208
2023 Q3	$13.9K	Hold	61	–	–	0.01%	487
2023 Q2	$13.4K	Sell	61 -4	-6%	-$832	0.01%	499
2023 Q1	$12.4K	Buy	+65	New	+$12.3K	0.01%	501

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's AJG Position: Q4 2024 in Review

WR Wealth Planners increased its Arthur J. Gallagher & Co (AJG) stake by 20% in Q4 2024, buying an estimated $6.11K and bringing the position to 124 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #366.

WR Wealth Planners first reported a position in AJG in Q1 2023 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold AJG as of Q4 2024.

WR Wealth Planners held 124 shares of Arthur J. Gallagher & Co worth $35.2K as of Q4 2024.
WR Wealth Planners bought 21 Arthur J. Gallagher & Co shares in Q4 2024, an estimated $6.11K.
Arthur J. Gallagher & Co made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #366 holding.
WR Wealth Planners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 7 quarters since.
1,325 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.