NewEdge Advisors’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
$67M Buy
209,308
+2,632
+1% +$843K 0.35% 55
2025
Q1
$71.4M Buy
206,676
+18,207
+10% +$6.29M 0.42% 42
2024
Q4
$53.5M Buy
188,469
+3,718
+2% +$1.06M 0.32% 57
2024
Q3
$52M Sell
184,751
-2,545
-1% -$716K 0.34% 55
2024
Q2
$48.6M Buy
187,296
+3,317
+2% +$860K 0.35% 51
2024
Q1
$46M Sell
183,979
-1,522
-0.8% -$381K 0.4% 49
2023
Q4
$42.1M Sell
185,501
-7,594
-4% -$1.72M 0.4% 53
2023
Q3
$44M Sell
193,095
-2,874
-1% -$655K 0.48% 42
2023
Q2
$43M Sell
195,969
-10,294
-5% -$2.26M 0.49% 41
2023
Q1
$39.5M Sell
206,263
-7,049
-3% -$1.35M 0.49% 44
2022
Q4
$4.97M Buy
213,312
+2,645
+1% +$61.7K 0.13% 165
2022
Q3
$36.1M Sell
210,667
-1,229
-0.6% -$210K 0.59% 31
2022
Q2
$34.5M Buy
211,896
+1,512
+0.7% +$247K 0.57% 28
2022
Q1
$36.7M Buy
210,384
+7,085
+3% +$1.24M 0.59% 31
2021
Q4
$34.5M Buy
203,299
+12,089
+6% +$2.05M 0.52% 40
2021
Q3
$28.4M Buy
191,210
+11,562
+6% +$1.72M 0.7% 29
2021
Q2
$25.2M Buy
179,648
+7,848
+5% +$1.1M 0.67% 33
2021
Q1
$21.4M Buy
171,800
+157,186
+1,076% +$19.6M 0.64% 40
2020
Q4
$1.81M Sell
14,614
-4
-0% -$495 0.06% 278
2020
Q3
$1.54M Buy
14,618
+11
+0.1% +$1.16K 0.05% 288
2020
Q2
$1.42M Sell
14,607
-474
-3% -$46.2K 0.06% 278
2020
Q1
$1.23M Sell
15,081
-592
-4% -$48.2K 0.06% 270
2019
Q4
$1.49M Sell
15,673
-314
-2% -$29.9K 0.06% 290
2019
Q3
$1.43M Buy
15,987
+955
+6% +$85.5K 0.06% 280
2019
Q2
$1.32M Buy
15,032
+423
+3% +$37.1K 0.08% 239
2019
Q1
$1.14M Sell
14,609
-304
-2% -$23.7K 0.07% 258
2018
Q4
$1.1K Sell
14,913
-675
-4% -$50 0.07% 239
2018
Q3
$1.16M Sell
15,588
-420
-3% -$31.3K 0.09% 211
2018
Q2
$1.05K Buy
16,008
+293
+2% +$19 0.1% 205
2018
Q1
$1.05M Buy
15,715
+2,794
+22% +$187K 0.12% 180
2017
Q4
$821K Sell
12,921
-75
-0.6% -$4.77K 0.11% 185
2017
Q3
$801K Buy
12,996
+6
+0% +$370 0.12% 168
2017
Q2
$746K Sell
12,990
-16
-0.1% -$919 0.13% 154
2017
Q1
$729K Buy
13,006
+1,813
+16% +$102K 0.17% 133
2016
Q4
$586K Buy
11,193
+4,748
+74% +$249K 0.16% 134
2016
Q3
$328K Buy
6,445
+1,050
+19% +$53.4K 0.1% 161
2016
Q2
$258K Buy
+5,395
New +$258K 0.11% 133