Morton 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	$244K	Hold	762	–	–	0.04%	104
2025 Q1	$263K	Buy	762 +12	+2%	+$4.14K	0.05%	94
2024 Q4	$213K	Hold	750	–	–	0.04%	106
2024 Q3	$211K	Buy	+750	New	+$211K	0.04%	106