Cumberland Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$25.6M Sell
2025
Q2
$26.7M Sell
2025
Q1
$31.8M Sell
2024
Q4
$26.4M Sell
2024
Q3
$26.3M Sell
2024
Q2
$24.3M Sell
2024
Q1
$24M Sell
2023
Q4
$21.9M Sell
2023
Q3
$23.6M Sell
2023
Q2
$23.4M Sell
2023
Q1
$21M Buy
2022
Q4
$19.7M Buy
2022
Q3
$1.1M Buy
2022
Q2
$628K Buy