Kovitz Investment Group Partners’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	$141M	Sell	440,539 -47,929	-10%	-$15.3M	0.6%	39
2025 Q1	$169M	Sell	488,468 -9,009	-2%	-$3.11M	0.85%	29
2024 Q4	$141M	Buy	497,477 +485,855	+4,180%	+$138M	0.69%	37
2024 Q3	$279K	Buy	+11,622	New	+$279K	﹤0.01%	887