Heritage Family Offices’s Arthur J. Gallagher & Co AJG Stock Holding History

Heritage Family Offices’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.17M	Sell
2025 Q2	$2.73M	Buy
2025 Q1	$2.5M	Sell
2024 Q4	$2.23M	Buy
2024 Q3	$1.68M	Sell
2024 Q2	$1.58M	Buy