Everence Capital Management’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 | $2.32M | Sell |
7,260
-390
| -5% | -$125K | 0.15% | 124 |
|
|
2025
Q1 | $2.64M | Buy |
7,650
+10
| +0.1% | +$3.45K | 0.18% | 104 |
|
|
2024
Q4 | $2.17M | Buy |
7,640
+3,120
| +69% | +$886K | 0.14% | 119 |
|
|
2024
Q3 | $1.27M | Hold |
4,520
| – | – | 0.08% | 189 |
|
|
2024
Q2 | $1.06K | Hold |
4,520
| – | – | 0.07% | 215 |
|
|
2024
Q1 | $1.13K | Hold |
4,520
| – | – | 0.07% | 214 |
|
|
2023
Q4 | $1.02M | Hold |
4,520
| – | – | 0.07% | 228 |
|
|
2023
Q3 | $1.03K | Hold |
4,520
| – | – | 0.08% | 207 |
|
|
2023
Q2 | $905K | Hold |
4,520
| – | – | 0.07% | 225 |
|
|
2023
Q1 | $865 | Buy |
4,520
+1,590
| +54% | +$304 | 0.07% | 245 |
|
|
2022
Q4 | $552 | Hold |
2,930
| – | – | 0.05% | 341 |
|
|
2022
Q3 | $502K | Hold |
2,930
| – | – | 0.05% | 346 |
|
|
2022
Q2 | $478K | Hold |
2,930
| – | – | 0.04% | 355 |
|
|
2022
Q1 | $512K | Hold |
2,930
| – | – | 0.04% | 384 |
|
|
2021
Q4 | $497K | Hold |
2,930
| – | – | 0.04% | 420 |
|
|
2021
Q3 | $436K | Hold |
2,930
| – | – | 0.04% | 439 |
|
|
2021
Q2 | $410K | Hold |
2,930
| – | – | 0.03% | 458 |
|
|
2021
Q1 | $366K | Hold |
2,930
| – | – | 0.03% | 473 |
|
|
2020
Q4 | $362K | Hold |
2,930
| – | – | 0.04% | 441 |
|
|
2020
Q3 | $309K | Sell |
2,930
-4,367
| -60% | -$461K | 0.03% | 452 |
|
|
2020
Q2 | $688K | Hold |
7,297
| – | – | 0.08% | 198 |
|
|
2020
Q1 | $595K | Hold |
7,297
| – | – | 0.08% | 198 |
|
|
2019
Q4 | $695K | Buy |
7,297
+2,930
| +67% | +$279K | 0.1% | 208 |
|
|
2019
Q3 | $391K | Hold |
4,367
| – | – | 0.06% | 335 |
|
|
2019
Q2 | $383K | Hold |
4,367
| – | – | 0.06% | 344 |
|
|
2019
Q1 | $341K | Hold |
4,367
| – | – | 0.06% | 363 |
|
|
2018
Q4 | $322K | Hold |
4,367
| – | – | 0.07% | 278 |
|
|
2018
Q3 | $325K | Hold |
4,367
| – | – | 0.06% | 306 |
|
|
2018
Q2 | $285K | Hold |
4,367
| – | – | 0.06% | 315 |
|
|
2018
Q1 | $300K | Hold |
4,367
| – | – | 0.07% | 300 |
|
|
2017
Q4 | $276K | Buy |
+4,367
| New | +$276K | 0.06% | 322 |
|