Cumberland 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 | $26.7M | Sell |
83,494
-8,662
| -9% | -$2.77M | 1.85% | 18 |
|
|
2025
Q1 | $31.8M | Sell |
92,156
-821
| -0.9% | -$283K | 2.45% | 14 |
|
|
2024
Q4 | $26.4M | Sell |
92,977
-394
| -0.4% | -$112K | 1.84% | 19 |
|
|
2024
Q3 | $26.3M | Sell |
93,371
-322
| -0.3% | -$90.6K | 1.82% | 19 |
|
|
2024
Q2 | $24.3M | Sell |
93,693
-2,104
| -2% | -$546K | 1.77% | 23 |
|
|
2024
Q1 | $24M | Sell |
95,797
-201
| -0.2% | -$50.3K | 1.74% | 22 |
|
|
2023
Q4 | $21.9M | Sell |
95,998
-7,600
| -7% | -$1.73M | 2% | 18 |
|
|
2023
Q3 | $23.6M | Sell |
103,598
-2,949
| -3% | -$672K | 2.27% | 18 |
|
|
2023
Q2 | $23.4M | Sell |
106,547
-3,390
| -3% | -$744K | 2.15% | 19 |
|
|
2023
Q1 | $21M | Buy |
109,937
+5,532
| +5% | +$1.06M | 2.06% | 19 |
|
|
2022
Q4 | $19.7M | Buy |
104,405
+97,990
| +1,528% | +$18.5M | 2.07% | 17 |
|
|
2022
Q3 | $1.1M | Buy |
6,415
+2,565
| +67% | +$439K | 0.12% | 95 |
|
|
2022
Q2 | $628K | Buy |
+3,850
| New | +$628K | 0.06% | 127 |
|