Wright Investors Service’s Arthur J. Gallagher & Co AJG Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-5,738	Closed	-$974K	–	155
2021 Q4	$974K	Sell	5,738 -21	-0.4%	-$3.43K	0.25%	100
2021 Q3	$856K	Buy	+5,759	New	+$824K	0.24%	97
2016 Q4	–	Sell	-4,775	Closed	-$243K	–	226
2016 Q3	$243K	Sell	4,775 -225	-5%	-$11.1K	0.1%	192
2016 Q2	$238K	Buy	+5,000	New	+$232K	0.1%	198

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Wright Investors Service's AJG Position: Q1 2022 in Review

Wright Investors Service sold out of Arthur J. Gallagher & Co (AJG) in Q1 2022, closing a stake of 5,738 shares — an estimated $974K sold.

Wright Investors Service first reported a position in AJG in Q2 2016 and held it in 4 quarters. The position peaked at $974K in Q4 2021. 815 funds tracked by Wall St. Rank hold AJG as of Q1 2022.

Wright Investors Service reported no remaining Arthur J. Gallagher & Co position as of Q1 2022 after selling out during the quarter.
Wright Investors Service sold 5,738 Arthur J. Gallagher & Co shares in Q1 2022, an estimated $974K.
Wright Investors Service first reported a position in Arthur J. Gallagher & Co in Q2 2016 and held it in 4 quarters.
Wright Investors Service's Arthur J. Gallagher & Co position peaked at $974K in Q4 2021.
815 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2022.

Based on Wright Investors Service's 13F filing for Q1 2022, filed 22 Apr 2022.