OCA
Otter Creek Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,606
| Closed | -$1.59M | – | 42 |
|
|
2025
Q1 | $1.59M | Sell |
4,606
-14,052
| -75% | -$4.85M | 0.95% | 39 |
|
|
2024
Q4 | $5.3M | Buy |
18,658
+1,458
| +8% | +$414K | 3.65% | 5 |
|
|
2024
Q3 | $4.84M | Sell |
17,200
-1,300
| -7% | -$366K | 3.07% | 18 |
|
|
2024
Q2 | $4.8M | Hold |
18,500
| – | – | 3.11% | 13 |
|
|
2024
Q1 | $4.63M | Buy |
18,500
+6,000
| +48% | +$1.5M | 2.75% | 8 |
|
|
2023
Q4 | $2.81M | Buy |
12,500
+2,000
| +19% | +$450K | 1.67% | 23 |
|
|
2023
Q3 | $2.39M | Sell |
10,500
-4,000
| -28% | -$912K | 1.83% | 20 |
|
|
2023
Q2 | $3.18M | Sell |
14,500
-1,700
| -10% | -$373K | 1.87% | 17 |
|
|
2023
Q1 | $3.1M | Buy |
16,200
+1,000
| +7% | +$191K | 2.22% | 9 |
|
|
2022
Q4 | $2.87M | Sell |
15,200
-7,470
| -33% | -$1.41M | 1.87% | 26 |
|
|
2022
Q3 | $3.88M | Buy |
+22,670
| New | +$3.88M | 3.16% | 9 |
|