Cerity Partners’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 | $12.3M | Buy |
38,502
+2,751
| +8% | +$881K | 0.02% | 471 |
|
|
2025
Q1 | $12.3M | Buy |
35,751
+4,823
| +16% | +$1.67M | 0.03% | 435 |
|
|
2024
Q4 | $8.76M | Buy |
30,928
+9,540
| +45% | +$2.7M | 0.02% | 530 |
|
|
2024
Q3 | $6.02M | Buy |
21,388
+7,867
| +58% | +$2.21M | 0.01% | 638 |
|
|
2024
Q2 | $3.51M | Buy |
13,521
+677
| +5% | +$176K | 0.01% | 716 |
|
|
2024
Q1 | $3.21M | Buy |
12,844
+5,431
| +73% | +$1.36M | 0.01% | 793 |
|
|
2023
Q4 | $1.67M | Buy |
7,413
+3,218
| +77% | +$724K | 0.01% | 809 |
|
|
2023
Q3 | $956K | Sell |
4,195
-2,469
| -37% | -$563K | ﹤0.01% | 768 |
|
|
2023
Q2 | $1.46M | Buy |
6,664
+506
| +8% | +$111K | 0.01% | 810 |
|
|
2023
Q1 | $2.5M | Buy |
6,158
+221
| +4% | +$89.8K | 0.01% | 652 |
|
|
2022
Q4 | $1.12M | Buy |
5,937
+3,677
| +163% | +$693K | 0.01% | 668 |
|
|
2022
Q3 | $387K | Buy |
2,260
+128
| +6% | +$21.9K | ﹤0.01% | 802 |
|
|
2022
Q2 | $348K | Buy |
2,132
+668
| +46% | +$109K | ﹤0.01% | 856 |
|
|
2022
Q1 | $255K | Buy |
+1,464
| New | +$255K | ﹤0.01% | 788 |
|
|
2018
Q4 | – | Sell |
-3,442
| Closed | -$256K | – | 514 |
|
|
2018
Q3 | $256K | Buy |
3,442
+56
| +2% | +$4.17K | 0.02% | 453 |
|
|
2018
Q2 | $221K | Buy |
3,386
+291
| +9% | +$19K | 0.02% | 492 |
|
|
2018
Q1 | $213K | Buy |
+3,095
| New | +$213K | 0.02% | 492 |
|