BWFA
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Baltimore-Washington Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.7M Buy
70,936
+16,076
+29% +$5.15M 1.06% 37
2025
Q1
$18.9M Buy
54,860
+3,115
+6% +$1.08M 1% 37
2024
Q4
$14.7M Buy
51,745
+6,248
+14% +$1.77M 0.75% 47
2024
Q3
$12.8M Buy
45,497
+1,984
+5% +$558K 0.69% 50
2024
Q2
$11.3M Buy
43,513
+3,778
+10% +$980K 0.65% 52
2024
Q1
$9.94M Buy
+39,735
New +$9.94M 0.62% 53