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Arthur J. Gallagher & Co. shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Arthur J. Gallagher & Co.

Tip: Access up to 7 years of quarterly data

All positions including Arthur J. Gallagher & Co. held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arthur J. Gallagher & Co. by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 1.4k 250.00
2023-12-31 $284k 1.3k 225.22
2023-09-30 $262k 1.2k 227.63
2023-03-31 $289k 1.5k 191.01

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Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Arthur J. Gallagher & Co.

Vanguard Group
BlackRock
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Massachusetts Financial Services
WCM Investment Management
Baillie Gifford & Co
Brown Advisory Holdings Incorporated
Northern Trust
Charles Schwab Investment Management
Robeco Investment Management
Legal & General Group
Mitsubishi UFJ Asset Management

View all funds holding Arthur J. Gallagher & Co.