Sit Investment Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.2M | Buy |
56,268
+33,621
| +148% | +$7.77M | 0.25% | 104 |
|
|
2025
Q4 | $5.86M | Sell |
22,647
-1,260
| -5% | -$334K | 0.12% | 188 |
|
|
2025
Q3 | $7.41M | Sell |
23,907
-1,157
| -5% | -$349K | 0.15% | 156 |
|
|
2025
Q2 | $8.02M | Sell |
25,064
-118
| -0.5% | -$38.9K | 0.17% | 142 |
|
|
2025
Q1 | $8.69M | Buy |
25,182
+157
| +0.6% | +$49.6K | 0.2% | 131 |
|
|
2024
Q4 | $7.1M | Sell |
25,025
-619
| -2% | -$180K | 0.16% | 168 |
|
|
2024
Q3 | $7.21M | Sell |
25,644
-1,750
| -6% | -$494K | 0.16% | 163 |
|
|
2024
Q2 | $7.1M | Sell |
27,394
-2,240
| -8% | -$556K | 0.16% | 166 |
|
|
2024
Q1 | $7.41M | Sell |
29,634
-277
| -0.9% | -$66.6K | 0.17% | 175 |
|
|
2023
Q4 | $6.73M | Sell |
29,911
-3,150
| -10% | -$746K | 0.16% | 178 |
|
|
2023
Q3 | $7.54M | Sell |
33,061
-4,580
| -12% | -$1.03M | 0.21% | 146 |
|
|
2023
Q2 | $8.27M | Sell |
37,641
-270
| -0.7% | -$56.2K | 0.22% | 140 |
|
|
2023
Q1 | $7.25M | Sell |
37,911
-419
| -1% | -$79.5K | 0.2% | 150 |
|
|
2022
Q4 | $7.23M | Sell |
38,330
-760
| -2% | -$142K | 0.2% | 150 |
|
|
2022
Q3 | $6.69M | Sell |
39,090
-2,999
| -7% | -$532K | 0.2% | 145 |
|
|
2022
Q2 | $6.86M | Buy |
42,089
+1,225
| +3% | +$203K | 0.21% | 138 |
|
|
2022
Q1 | $7.13M | Hold |
40,864
| – | – | 0.19% | 153 |
|
|
2021
Q4 | $6.93M | Hold |
40,864
| – | – | 0.16% | 177 |
|
|
2021
Q3 | $6.07M | Hold |
40,864
| – | – | 0.16% | 182 |
|
|
2021
Q2 | $5.72M | Sell |
40,864
-2,181
| -5% | -$308K | 0.14% | 195 |
|
|
2021
Q1 | $5.37M | Hold |
43,045
| – | – | 0.14% | 198 |
|
|
2020
Q4 | $5.33M | Sell |
43,045
-3,175
| -7% | -$362K | 0.14% | 203 |
|
|
2020
Q3 | $4.88M | Sell |
46,220
-1,275
| -3% | -$132K | 0.14% | 200 |
|
|
2020
Q2 | $4.63M | Sell |
47,495
-500
| -1% | -$44.3K | 0.15% | 183 |
|
|
2020
Q1 | $3.91M | Hold |
47,995
| – | – | 0.15% | 179 |
|
|
2019
Q4 | $4.57M | Hold |
47,995
| – | – | 0.13% | 191 |
|
|
2019
Q3 | $4.3M | Hold |
47,995
| – | – | 0.13% | 184 |
|
|
2019
Q2 | $4.2M | Hold |
47,995
| – | – | 0.13% | 186 |
|
|
2019
Q1 | $3.75M | Sell |
47,995
-3,615
| -7% | -$278K | 0.12% | 199 |
|
|
2018
Q4 | $3.8M | Sell |
51,610
-850
| -2% | -$63.5K | 0.12% | 190 |
|
|
2018
Q3 | $3.9M | Buy |
52,460
+425
| +0.8% | +$30.5K | 0.1% | 191 |
|
|
2018
Q2 | $3.4M | Buy |
52,035
+540
| +1% | +$36.6K | 0.09% | 225 |
|
|
2018
Q1 | $3.54M | Buy |
51,495
+700
| +1% | +$47.2K | 0.09% | 227 |
|
|
2017
Q4 | $3.21M | Sell |
50,795
-21,925
| -30% | -$1.4M | 0.08% | 232 |
|
|
2017
Q3 | $4.48M | Buy |
72,720
+2,265
| +3% | +$133K | 0.11% | 198 |
|
|
2017
Q2 | $4.03M | Buy |
70,455
+30
| +0% | +$1.7K | 0.1% | 198 |
|
|
2017
Q1 | $3.98M | Sell |
70,425
-2,600
| -4% | -$143K | 0.1% | 199 |
|
|
2016
Q4 | $3.79M | Sell |
73,025
-18,680
| -20% | -$940K | 0.1% | 196 |
|
|
2016
Q3 | $4.67M | Sell |
91,705
-248,805
| -73% | -$12.3M | 0.12% | 184 |
|
|
2016
Q2 | $16.2M | Sell |
340,510
-243,713
| -42% | -$11.3M | 0.43% | 87 |
|
|
2016
Q1 | $26M | Buy |
584,223
+502,668
| +616% | +$20.1M | 0.48% | 81 |
|
|
2015
Q4 | $3.34M | Buy |
81,555
+5,380
| +7% | +$231K | 0.06% | 200 |
|
|
2015
Q3 | $3.15M | Sell |
76,175
-351,925
| -82% | -$16M | 0.06% | 202 |
|
|
2015
Q2 | $20.2M | Sell |
428,100
-287,095
| -40% | -$13.8M | 0.37% | 100 |
|
|
2015
Q1 | $33.4M | Buy |
715,195
+1,505
| +0.2% | +$70.3K | 0.58% | 67 |
|
|
2014
Q4 | $33.6M | Sell |
713,690
-34,040
| -5% | -$1.6M | 0.56% | 66 |
|
|
2014
Q3 | $33.9M | Buy |
747,730
+118,865
| +19% | +$5.47M | 0.59% | 62 |
|
|
2014
Q2 | $29.3M | Buy |
628,865
+119,265
| +23% | +$5.44M | 0.5% | 71 |
|
|
2014
Q1 | $24.2M | Buy |
509,600
+106,750
| +26% | +$4.98M | 0.43% | 83 |
|
|
2013
Q4 | $18.9M | Buy |
402,850
+383,050
| +1,935% | +$17.8M | 0.34% | 95 |
|
|
2013
Q3 | $864K | Hold |
19,800
| – | – | 0.02% | 346 |
|
|
2013
Q2 | $865K | Buy |
+19,800
| New | +$857K | 0.02% | 334 |
|
Other funds holding AJG
VCM
VPM
