Excalibur 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 | $355K | Hold |
1,109
| – | – | 0.13% | 124 |
|
|
2025
Q1 | $383K | Hold |
1,109
| – | – | 0.15% | 119 |
|
|
2024
Q4 | $315K | Hold |
1,109
| – | – | 0.13% | 131 |
|
|
2024
Q3 | $312K | Hold |
1,109
| – | – | 0.12% | 137 |
|
|
2024
Q2 | $288K | Hold |
1,109
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $277K | Hold |
1,109
| – | – | 0.12% | 132 |
|
|
2023
Q4 | $249K | Hold |
1,109
| – | – | 0.12% | 138 |
|
|
2023
Q3 | $253K | Hold |
1,109
| – | – | 0.13% | 127 |
|
|
2023
Q2 | $244K | Hold |
1,109
| – | – | 0.12% | 134 |
|
|
2023
Q1 | $212K | Buy |
+1,109
| New | +$212K | 0.11% | 144 |
|