SMA
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Sage Mountain Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Sage Mountain Advisors’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$393K Buy
1,228
+53
+5% +$17K 0.03% 277
2025
Q1 		$406K Buy
1,175
+225
+24% +$77.7K 0.03% 252
2024
Q4 		$270K Buy
950
+178
+23% +$50.5K 0.02% 320
2024
Q3 		$217K Buy
+772
New +$217K 0.02% 367