Edmond de Rothschild Holding’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 Q2	–	Sell	-2,074	Closed	-$716K	–	567
2025 Q1	$716K	Sell	2,074 -228	-10%	-$72K	0.01%	299
2024 Q4	$653K	Sell	2,302 -272	-11%	-$79.2K	0.01%	311
2024 Q3	$724K	Sell	2,574 -5,525	-68%	-$1.56M	0.01%	295
2024 Q2	$2.1M	Sell	8,099 -3,786	-32%	-$939K	0.04%	210
2024 Q1	$2.97M	Sell	11,885 -3,951	-25%	-$950K	0.05%	200
2023 Q4	$3.56M	Sell	15,836 -1,308	-8%	-$310K	0.06%	186
2023 Q3	$3.91M	Sell	17,144 -3,002	-15%	-$672K	0.08%	174
2023 Q2	$4.42M	Hold	20,146	–	–	0.09%	184
2023 Q1	$3.85M	Sell	20,146 -2,725	-12%	-$517K	0.09%	187
2022 Q4	$4.31M	Buy	22,871 +2,830	+14%	+$529K	0.1%	171
2022 Q3	$3.43M	Sell	20,041 -4,547	-18%	-$807K	0.09%	187
2022 Q2	$4.01M	Sell	24,588 -6,475	-21%	-$1.07M	0.1%	180
2022 Q1	$5.42M	Sell	31,063 -944	-3%	-$151K	0.12%	154
2021 Q4	$5.43M	Buy	32,007 +2,028	+7%	+$331K	0.12%	165
2021 Q3	$4.46M	Buy	29,979 +929	+3%	+$133K	0.1%	182
2021 Q2	$4.07M	Buy	29,050 +9,214	+46%	+$1.3M	0.09%	185
2021 Q1	$2.48M	Buy	19,836 +19,226	+3,152%	+$2.32M	0.07%	223
2020 Q4	$75K	Buy	+610	New	+$69.5K	﹤0.01%	537
2018 Q4	–	Sell	-2,203	Closed	-$164K	–	675
2018 Q3	$164K	Sell	2,203 -1,285	-37%	-$92.1K	﹤0.01%	464
2018 Q2	$228K	Sell	3,488 -124	-3%	-$8.4K	0.01%	445
2018 Q1	$248K	Buy	3,612 +182	+5%	+$12.3K	0.01%	441
2017 Q4	$217K	Hold	3,430	–	–	0.01%	476
2017 Q3	$211K	Buy	+3,430	New	+$202K	0.01%	476