Beacon Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
790
+8
+1% +$2.54K 0.11% 144
2025
Q1
$270K Buy
782
+53
+7% +$18.3K 0.13% 135
2024
Q4
$207K Buy
+729
New +$207K 0.1% 144