Essex Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Essex Investment Management’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Hold	3,887	–	–	0.23%	135
2025 Q1	$1.34M	Buy	3,887 +7	+0.2%	+$2.42K	0.28%	136
2024 Q4	$1.1M	Hold	3,880	–	–	0.2%	143
2024 Q3	$1.09M	Sell	3,880 -106	-3%	-$29.8K	0.19%	143
2024 Q2	$1.03M	Sell	3,986 -916	-19%	-$238K	0.19%	152
2024 Q1	$1.23M	Hold	4,902	–	–	0.24%	138
2023 Q4	$1.1M	Sell	4,902 -178	-4%	-$40K	0.22%	151
2023 Q3	$1.16M	Hold	5,080	–	–	0.19%	172
2023 Q2	$1.12M	Sell	5,080 -792	-13%	-$174K	0.16%	195
2023 Q1	$1.12M	Sell	5,872 -28	-0.5%	-$5.36K	0.16%	182
2022 Q4	$1.11M	Hold	5,900	–	–	0.17%	184
2022 Q3	$1.01M	Sell	5,900 -28	-0.5%	-$4.79K	0.16%	186
2022 Q2	$967K	Sell	5,928 -802	-12%	-$131K	0.16%	197
2022 Q1	$1.18M	Sell	6,730 -150	-2%	-$26.2K	0.15%	208
2021 Q4	$1.17M	Hold	6,880	–	–	0.13%	217
2021 Q3	$1.02M	Hold	6,880	–	–	0.13%	220
2021 Q2	$964K	Hold	6,880	–	–	0.11%	233
2021 Q1	$858K	Sell	6,880 -377	-5%	-$47K	0.1%	245
2020 Q4	$898K	Sell	7,257 -33	-0.5%	-$4.08K	0.11%	240
2020 Q3	$770K	Hold	7,290	–	–	0.11%	253
2020 Q2	$711K	Sell	7,290 -24,304	-77%	-$2.37M	0.12%	223
2020 Q1	$2.58M	Hold	31,594	–	–	0.52%	48
2019 Q4	$3.01M	Hold	31,594	–	–	0.37%	76
2019 Q3	$2.83M	Sell	31,594 -127	-0.4%	-$11.4K	0.41%	65
2019 Q2	$2.78M	Sell	31,721 -1,224	-4%	-$107K	0.38%	74
2019 Q1	$2.57M	Hold	32,945	–	–	0.38%	73
2018 Q4	$2.43M	Sell	32,945 -813	-2%	-$59.9K	0.38%	72
2018 Q3	$2.51M	Hold	33,758	–	–	0.3%	92
2018 Q2	$2.2M	Hold	33,758	–	–	0.28%	108
2018 Q1	$2.32M	Hold	33,758	–	–	0.31%	100
2017 Q4	$2.14M	Hold	33,758	–	–	0.28%	110
2017 Q3	$2.08M	Sell	33,758 -1,314	-4%	-$80.9K	0.28%	113
2017 Q2	$2.01M	Sell	35,072 -1,204	-3%	-$68.9K	0.29%	116
2017 Q1	$2.05M	Sell	36,276 -1,500	-4%	-$84.8K	0.32%	86
2016 Q4	$1.96M	Sell	37,776 -1,905	-5%	-$99K	0.32%	84
2016 Q3	$2.02M	Hold	39,681	–	–	0.33%	81
2016 Q2	$1.89M	Sell	39,681 -53	-0.1%	-$2.52K	0.31%	85
2016 Q1	$1.77M	Hold	39,734	–	–	0.3%	78
2015 Q4	$1.63M	Hold	39,734	–	–	0.25%	93
2015 Q3	$1.64M	Hold	39,734	–	–	0.27%	83
2015 Q2	$1.88M	Hold	39,734	–	–	0.28%	90
2015 Q1	$1.86M	Hold	39,734	–	–	0.26%	95
2014 Q4	$1.87M	Hold	39,734	–	–	0.27%	95
2014 Q3	$1.8M	Sell	39,734 -6,617	-14%	-$300K	0.28%	100
2014 Q2	$2.16M	Sell	46,351 -71	-0.2%	-$3.31K	0.32%	97
2014 Q1	$2.21M	Sell	46,422 -2,418	-5%	-$115K	0.32%	102
2013 Q4	$2.29M	Sell	48,840 -660	-1%	-$31K	0.32%	90
2013 Q3	$2.16M	Buy	49,500 +281	+0.6%	+$12.3K	0.33%	87
2013 Q2	$2.15M	Buy	+49,219	New	+$2.15M	0.38%	85