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Arthur J. Gallagher & Co. shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Arthur J. Gallagher & Co.

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All positions including Arthur J. Gallagher & Co. held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arthur J. Gallagher & Co. by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $748k 3.0k 250.02
2023-12-31 $1.5M 6.5k 224.87
2023-09-30 $1.5M 6.5k 227.92
2020-09-30 $231k 2.2k 105.48

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Arthur J. Gallagher & Co.

Vanguard Group
Norges Bank Investment Management
Massachusetts Financial Services
Jpmorgan Chase & Co
Baillie Gifford & Co
WCM Investment Management
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Legal & General Group
Robeco Investment Management
Brown Brothers Harriman & Co.
Bank of New York Mellon
Mitsubishi UFJ Asset Management
Goldman Sachs Group
Wellington Management Company

View all funds holding Arthur J. Gallagher & Co.