Jacobi Capital 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 | $275K | Buy |
860
+157
| +22% | +$50.2K | 0.02% | 521 |
|
|
2025
Q1 | $243K | Buy |
+703
| New | +$243K | 0.02% | 521 |
|
|
2024
Q4 | – | Sell |
-1,038
| Closed | -$292K | – | 567 |
|
|
2024
Q3 | $292K | Sell |
1,038
-81
| -7% | -$22.8K | 0.02% | 462 |
|
|
2024
Q2 | $290K | Buy |
1,119
+1
| +0.1% | +$259 | 0.03% | 421 |
|
|
2024
Q1 | $279K | Buy |
1,118
+171
| +18% | +$42.7K | 0.03% | 410 |
|
|
2023
Q4 | $213K | Sell |
947
-287
| -23% | -$64.5K | 0.02% | 442 |
|
|
2023
Q3 | $281K | Buy |
+1,234
| New | +$281K | 0.03% | 360 |
|
|
2016
Q4 | – | Sell |
-750
| Closed | -$38K | – | 608 |
|
|
2016
Q3 | $38K | Hold |
750
| – | – | 0.02% | 280 |
|
|
2016
Q2 | $36K | Buy |
+750
| New | +$36K | 0.02% | 267 |
|