JCM
Junto Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-345,300
| Closed | -$98M | – | 82 |
|
|
2024
Q4 | $98M | Buy |
+345,300
| New | +$98M | 1.9% | 14 |
|
|
2022
Q3 | – | Sell |
-523,479
| Closed | -$85.3M | – | 80 |
|
|
2022
Q2 | $85.3M | Sell |
523,479
-152,943
| -23% | -$24.9M | 2.53% | 8 |
|
|
2022
Q1 | $118M | Buy |
676,422
+135,311
| +25% | +$23.6M | 3.25% | 3 |
|
|
2021
Q4 | $91.8M | Buy |
541,111
+73,801
| +16% | +$12.5M | 2.36% | 13 |
|
|
2021
Q3 | $69.5M | Buy |
467,310
+158,741
| +51% | +$23.6M | 2.19% | 18 |
|
|
2021
Q2 | $43.2M | Buy |
+308,569
| New | +$43.2M | 1.38% | 32 |
|