Sheaff Brock Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.16M | Sell |
14,953
-48
| -0.3% | -$15.2K | 0.47% | 60 |
|
|
2024
Q4 | $4.26M | Buy |
15,001
+37
| +0.2% | +$10.8K | 0.37% | 66 |
|
|
2024
Q3 | $4.21M | Sell |
14,964
-3,675
| -20% | -$1.04M | 0.37% | 65 |
|
|
2024
Q2 | $4.83M | Sell |
18,639
-542
| -3% | -$134K | 0.45% | 55 |
|
|
2024
Q1 | $4.8M | Buy |
19,181
+793
| +4% | +$191K | 0.3% | 57 |
|
|
2023
Q4 | $4.14M | Buy |
18,388
+6,288
| +52% | +$1.49M | 0.32% | 63 |
|
|
2023
Q3 | $2.76M | Hold |
12,100
| – | – | 0.25% | 79 |
|
|
2023
Q2 | $2.66M | Hold |
12,100
| – | – | 0.22% | 84 |
|
|
2023
Q1 | $2.31M | Hold |
12,100
| – | – | 0.21% | 86 |
|
|
2022
Q4 | $2.28M | Hold |
12,100
| – | – | 0.22% | 80 |
|
|
2022
Q3 | $2.07M | Hold |
12,100
| – | – | 0.22% | 82 |
|
|
2022
Q2 | $1.97M | Hold |
12,100
| – | – | 0.16% | 89 |
|
|
2022
Q1 | $2.11M | Hold |
12,100
| – | – | 0.15% | 99 |
|
|
2021
Q4 | $2.05M | Hold |
12,100
| – | – | 0.14% | 105 |
|
|
2021
Q3 | $1.8M | Hold |
12,100
| – | – | 0.13% | 109 |
|
|
2021
Q2 | $1.7M | Sell |
12,100
-2,000
| -14% | -$283K | 0.12% | 107 |
|
|
2021
Q1 | $1.76M | Hold |
14,100
| – | – | 0.14% | 101 |
|
|
2020
Q4 | $1.74M | Hold |
14,100
| – | – | 0.15% | 92 |
|
|
2020
Q3 | $1.49M | Hold |
14,100
| – | – | 0.14% | 101 |
|
|
2020
Q2 | $1.38M | Hold |
14,100
| – | – | 0.14% | 95 |
|
|
2020
Q1 | $1.15M | Hold |
14,100
| – | – | 0.15% | 89 |
|
|
2019
Q4 | $1.34M | Hold |
14,100
| – | – | 0.13% | 106 |
|
|
2019
Q3 | $1.26M | Hold |
14,100
| – | – | 0.14% | 110 |
|
|
2019
Q2 | $1.24M | Hold |
14,100
| – | – | 0.13% | 109 |
|
|
2019
Q1 | $1.1M | Hold |
14,100
| – | – | 0.13% | 121 |
|
|
2018
Q4 | $1.04M | Hold |
14,100
| – | – | 0.16% | 109 |
|
|
2018
Q3 | $1.05M | Hold |
14,100
| – | – | 0.1% | 150 |
|
|
2018
Q2 | $920K | Hold |
14,100
| – | – | 0.09% | 173 |
|
|
2018
Q1 | $969K | Hold |
14,100
| – | – | 0.1% | 156 |
|
|
2017
Q4 | $892K | Sell |
14,100
-1,000
| -7% | -$63.9K | 0.12% | 172 |
|
|
2017
Q3 | $929K | Hold |
15,100
| – | – | 0.12% | 156 |
|
|
2017
Q2 | $864K | Hold |
15,100
| – | – | 0.11% | 182 |
|
|
2017
Q1 | $854K | Sell |
15,100
-10,657
| -41% | -$587K | 0.11% | 180 |
|
|
2016
Q4 | $1.34M | Buy |
25,757
+1,000
| +4% | +$50.3K | 0.17% | 116 |
|
|
2016
Q3 | $1.26M | Sell |
24,757
-1,000
| -4% | -$49.4K | 0.17% | 123 |
|
|
2016
Q2 | $1.23M | Buy |
25,757
+1,000
| +4% | +$46.4K | 0.16% | 140 |
|
|
2016
Q1 | $1.1M | Hold |
24,757
| – | – | 0.14% | 159 |
|
|
2015
Q4 | $1.01M | Buy |
+24,757
| New | +$1.06M | 0.11% | 180 |
|
Other funds holding AJG
Sheaff Brock Investment Advisors's AJG Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 0.32% in Q1 2025, selling an estimated $15.2K and leaving 14,953 shares worth $5.16M. The position accounts for 0.47% of the portfolio, ranked #60.
Sheaff Brock Investment Advisors first reported a position in AJG in Q4 2015 and has held it in 38 quarters since. 1,358 funds tracked by Wall St. Rank hold AJG as of Q1 2025.
- Sheaff Brock Investment Advisors held 14,953 shares of Arthur J. Gallagher & Co worth $5.16M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 48 Arthur J. Gallagher & Co shares in Q1 2025, an estimated $15.2K.
- Arthur J. Gallagher & Co made up 0.47% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #60 holding.
- Sheaff Brock Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 38 quarters since.
- 1,358 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.