Everett Harris & Co’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
2026 Q1	$1.08M	Sell	4,990 -42	-0.8%	-$9.7K	0.01%	155
2025 Q4	$1.3M	Buy	5,032 +864	+21%	+$229K	0.02%	138
2025 Q3	$1.29M	Sell	4,168 -25	-0.6%	-$7.54K	0.02%	136
2025 Q2	$1.34M	Hold	4,193	–	–	0.02%	134
2025 Q1	$1.45M	Sell	4,193 -210	-5%	-$66.3K	0.02%	120
2024 Q4	$1.25M	Buy	4,403 +520	+13%	+$151K	0.02%	123
2024 Q3	$1.09M	Sell	3,883 -33	-0.8%	-$9.31K	0.01%	130
2024 Q2	$1.02M	Sell	3,916 -105	-3%	-$26K	0.01%	133
2024 Q1	$1.01M	Buy	4,021 +732	+22%	+$176K	0.01%	137
2023 Q4	$740K	Buy	3,289 +25	+0.8%	+$5.92K	0.01%	144
2023 Q3	$744K	Buy	3,264 +965	+42%	+$216K	0.01%	144
2023 Q2	$505K	Buy	2,299 +135	+6%	+$28.1K	0.01%	173
2023 Q1	$414K	Buy	2,164 +370	+21%	+$70.2K	0.01%	184
2022 Q4	$338K	Buy	+1,794	New	+$336K	0.01%	202