Congress Asset Management’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 | $129M | Sell |
401,712
-55,865
| -12% | -$17.9M | 0.88% | 31 |
|
|
2025
Q1 | $158M | Buy |
457,577
+1,075
| +0.2% | +$371K | 1.18% | 14 |
|
|
2024
Q4 | $130M | Buy |
456,502
+5,371
| +1% | +$1.52M | 0.88% | 35 |
|
|
2024
Q3 | $127M | Buy |
451,131
+6,632
| +1% | +$1.87M | 0.87% | 41 |
|
|
2024
Q2 | $115M | Buy |
444,499
+124,326
| +39% | +$32.2M | 0.83% | 50 |
|
|
2024
Q1 | $80.1M | Buy |
320,173
+15,048
| +5% | +$3.76M | 0.57% | 79 |
|
|
2023
Q4 | $68.6M | Buy |
305,125
+6,254
| +2% | +$1.41M | 0.54% | 77 |
|
|
2023
Q3 | $68.1M | Buy |
298,871
+295,146
| +7,923% | +$67.3M | 0.6% | 76 |
|
|
2023
Q2 | $818K | Buy |
3,725
+8
| +0.2% | +$1.76K | 0.01% | 315 |
|
|
2023
Q1 | $711K | Buy |
3,717
+419
| +13% | +$80.2K | 0.01% | 316 |
|
|
2022
Q4 | $622K | Buy |
+3,298
| New | +$622K | 0.01% | 328 |
|