Excalibur Management’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
$355K Hold
2025
Q1
$383K Hold
2024
Q4
$315K Hold
2024
Q3
$312K Hold
2024
Q2
$288K Hold
2024
Q1
$277K Hold
2023
Q4
$249K Hold
2023
Q3
$253K Hold
2023
Q2
$244K Hold
2023
Q1
$212K Buy