Sovereign's Capital Management’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
$3.72M Buy
11,629
+896
+8% +$287K 1.99% 22
2025
Q1
$3.71M Sell
10,733
-203
-2% -$70.1K 2.2% 16
2024
Q4
$3.1M Buy
+10,936
New +$3.1M 1.98% 20