First Citizens Bank & Trust’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
Q2 | $247K | Sell |
1,075
-395
| -27% | -$83.9K | ﹤0.01% | 595 |
|
|
2026
Q1 | $318K | Sell |
1,470
-151
| -9% | -$34.9K | 0.01% | 537 |
|
|
2025
Q4 | $419K | Sell |
1,621
-38,636
| -96% | -$10.2M | 0.01% | 468 |
|
|
2025
Q3 | $12.5M | Sell |
40,257
-812
| -2% | -$245K | 0.27% | 69 |
|
|
2025
Q2 | $13.1M | Buy |
41,069
+11,622
| +39% | +$3.83M | 0.24% | 58 |
|
|
2025
Q1 | $10.2M | Buy |
29,447
+1,527
| +5% | +$482K | 0.26% | 64 |
|
|
2024
Q4 | $7.93M | Sell |
27,920
-595
| -2% | -$173K | 0.15% | 76 |
|
|
2024
Q3 | $8.02M | Sell |
28,515
-562
| -2% | -$158K | 0.18% | 85 |
|
|
2024
Q2 | $7.54M | Buy |
29,077
+608
| +2% | +$151K | 0.14% | 82 |
|
|
2024
Q1 | $7.12M | Buy |
28,469
+4,089
| +17% | +$983K | 0.14% | 86 |
|
|
2023
Q4 | $5.48M | Buy |
24,380
+23,487
| +2,630% | +$5.56M | 0.1% | 89 |
|
|
2023
Q3 | $204K | Buy |
+893
| New | +$200K | ﹤0.01% | 337 |
|
|
2023
Q1 | – | Sell |
-1,069
| Closed | -$202K | – | 328 |
|
|
2022
Q4 | $202K | Sell |
1,069
-11,901
| -92% | -$2.23M | 0.01% | 309 |
|
|
2022
Q3 | $2.22M | Buy |
12,970
+4,831
| +59% | +$858K | 0.07% | 115 |
|
|
2022
Q2 | $1.33M | Sell |
8,139
-1,203
| -13% | -$200K | 0.05% | 143 |
|
|
2022
Q1 | $1.63M | Sell |
9,342
-1,022
| -10% | -$163K | 0.06% | 137 |
|
|
2021
Q4 | $1.76M | Sell |
10,364
-3,270
| -24% | -$534K | 0.07% | 130 |
|
|
2021
Q3 | $2.03M | Buy |
13,634
+272
| +2% | +$38.9K | 0.1% | 118 |
|
|
2021
Q2 | $1.87M | Buy |
13,362
+1,374
| +11% | +$194K | 0.09% | 125 |
|
|
2021
Q1 | $1.5M | Buy |
11,988
+5,951
| +99% | +$718K | 0.07% | 159 |
|
|
2020
Q4 | $747K | Sell |
6,037
-1,774
| -23% | -$202K | 0.04% | 196 |
|
|
2020
Q3 | $825K | Buy |
7,811
+159
| +2% | +$16.5K | 0.06% | 194 |
|
|
2020
Q2 | $746K | Buy |
7,652
+1,411
| +23% | +$125K | 0.06% | 196 |
|
|
2020
Q1 | $509K | Sell |
6,241
-61
| -1% | -$5.84K | 0.06% | 195 |
|
|
2019
Q4 | $600K | Sell |
6,302
-225
| -3% | -$20.6K | 0.06% | 205 |
|
|
2019
Q3 | $585K | Buy |
6,527
+807
| +14% | +$72.5K | 0.07% | 218 |
|
|
2019
Q2 | $501K | Buy |
+5,720
| New | +$477K | 0.05% | 258 |
|
|
2016
Q4 | – | Sell |
-7,195
| Closed | -$366K | – | 450 |
|
|
2016
Q3 | $366K | Buy |
+7,195
| New | +$355K | 0.03% | 346 |
|
|
2013
Q4 | – | Sell |
-11,940
| Closed | -$521K | – | 345 |
|
|
2013
Q3 | $521K | Buy |
11,940
+1,006
| +9% | +$44.2K | 0.02% | 687 |
|
|
2013
Q2 | $478K | Buy |
+10,934
| New | +$473K | 0.02% | 684 |
|
Other funds holding AJG
FAM
ORIO
FFM
PAS
AIP
CNB
BWP