Douglass Winthrop Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Douglass Winthrop Advisors’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.18M	Sell	23,896 -732	-3%	-$169K	0.09%	77
2025 Q4	$6.37M	Sell	24,628 -437	-2%	-$116K	0.11%	72
2025 Q3	$7.76M	Sell	25,065 -137	-0.5%	-$41.3K	0.14%	61
2025 Q2	$8.07M	Sell	25,202 -15	-0.1%	-$4.95K	0.15%	56
2025 Q1	$8.71M	Sell	25,217 -4,176	-14%	-$1.32M	0.17%	52
2024 Q4	$8.34M	Sell	29,393 -853	-3%	-$248K	0.16%	54
2024 Q3	$8.51M	Sell	30,246 -489	-2%	-$138K	0.16%	54
2024 Q2	$7.97M	Sell	30,735 -146	-0.5%	-$36.2K	0.16%	56
2024 Q1	$7.72M	Buy	30,881 +54	+0.2%	+$13K	0.16%	57
2023 Q4	$6.93M	Sell	30,827 -563	-2%	-$133K	0.15%	61
2023 Q3	$7.15M	Sell	31,390 -295	-0.9%	-$66K	0.18%	52
2023 Q2	$6.96M	Sell	31,685 -684	-2%	-$142K	0.17%	56
2023 Q1	$6.19M	Sell	32,369 -1,165	-3%	-$221K	0.16%	60
2022 Q4	$6.32M	Sell	33,534 -385	-1%	-$72K	0.17%	54
2022 Q3	$5.81M	Hold	33,919	–	–	0.18%	52
2022 Q2	$5.53M	Sell	33,919 -257	-0.8%	-$42.7K	0.16%	56
2022 Q1	$5.97M	Buy	34,176 +50	+0.1%	+$7.97K	0.14%	59
2021 Q4	$5.79M	Sell	34,126 -1,240	-4%	-$203K	0.13%	65
2021 Q3	$5.26M	Sell	35,366 -1,281	-3%	-$183K	0.13%	61
2021 Q2	$5.13M	Sell	36,647 -665	-2%	-$94K	0.13%	65
2021 Q1	$4.66M	Sell	37,312 -3,315	-8%	-$400K	0.12%	64
2020 Q4	$5.03M	Sell	40,627 -555	-1%	-$63.2K	0.14%	57
2020 Q3	$4.35M	Sell	41,182 -13,048	-24%	-$1.35M	0.14%	58
2020 Q2	$5.29M	Sell	54,230 -1,378	-2%	-$122K	0.2%	47
2020 Q1	$4.53M	Sell	55,608 -3,150	-5%	-$302K	0.2%	51
2019 Q4	$5.6M	Sell	58,758 -2,975	-5%	-$272K	0.2%	56
2019 Q3	$5.53M	Sell	61,733 -845	-1%	-$76K	0.21%	56
2019 Q2	$5.48M	Sell	62,578 -390	-0.6%	-$32.5K	0.22%	55
2019 Q1	$4.92M	Sell	62,968 -50	-0.1%	-$3.85K	0.21%	60
2018 Q4	$4.64M	Sell	63,018 -868	-1%	-$64.8K	0.23%	58
2018 Q3	$4.76M	Sell	63,886 -2,400	-4%	-$172K	0.21%	66
2018 Q2	$4.33M	Sell	66,286 -1,402	-2%	-$94.9K	0.19%	74
2018 Q1	$4.65M	Buy	+67,688	New	+$4.57M	0.23%	68