SMDAM
Sumitomo Mitsui DS Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
34,548
+4,597
| +15% | +$1.47M | 0.1% | 172 |
|
|
2025
Q1 | $10.3M | Buy |
29,951
+1,896
| +7% | +$655K | 0.11% | 169 |
|
|
2024
Q4 | $7.96M | Buy |
28,055
+5,333
| +23% | +$1.51M | 0.08% | 200 |
|
|
2024
Q3 | $6.39M | Buy |
22,722
+522
| +2% | +$147K | 0.07% | 227 |
|
|
2024
Q2 | $5.76M | Buy |
22,200
+2,074
| +10% | +$538K | 0.07% | 229 |
|
|
2024
Q1 | $5.03M | Buy |
20,126
+141
| +0.7% | +$35.3K | 0.06% | 243 |
|
|
2023
Q4 | $4.49M | Buy |
19,985
+335
| +2% | +$75.3K | 0.06% | 280 |
|
|
2023
Q3 | $4.48M | Buy |
19,650
+1,322
| +7% | +$301K | 0.07% | 236 |
|
|
2023
Q2 | $4.02M | Buy |
18,328
+1,241
| +7% | +$272K | 0.06% | 251 |
|
|
2023
Q1 | $3.27M | Buy |
17,087
+216
| +1% | +$41.3K | 0.06% | 262 |
|
|
2022
Q4 | $3.18M | Buy |
16,871
+1,392
| +9% | +$262K | 0.06% | 253 |
|
|
2022
Q3 | $2.65M | Buy |
15,479
+1,434
| +10% | +$246K | 0.06% | 269 |
|
|
2022
Q2 | $2.29M | Buy |
14,045
+900
| +7% | +$147K | 0.06% | 286 |
|
|
2022
Q1 | $2.3M | Sell |
13,145
-1,067
| -8% | -$186K | 0.05% | 310 |
|
|
2021
Q4 | $2.41M | Buy |
14,212
+967
| +7% | +$164K | 0.05% | 324 |
|
|
2021
Q3 | $1.97M | Buy |
13,245
+171
| +1% | +$25.4K | 0.05% | 336 |
|
|
2021
Q2 | $1.83M | Buy |
13,074
+73
| +0.6% | +$10.2K | 0.04% | 345 |
|
|
2021
Q1 | $1.62M | Buy |
13,001
+1,064
| +9% | +$133K | 0.04% | 361 |
|
|
2020
Q4 | $1.48M | Buy |
11,937
+492
| +4% | +$60.8K | 0.04% | 368 |
|
|
2020
Q3 | $1.21M | Buy |
11,445
+120
| +1% | +$12.7K | 0.04% | 370 |
|
|
2020
Q2 | $1.1M | Buy |
11,325
+231
| +2% | +$22.5K | 0.04% | 373 |
|
|
2020
Q1 | $904K | Sell |
11,094
-339
| -3% | -$27.6K | 0.04% | 359 |
|
|
2019
Q4 | $1.09M | Hold |
11,433
| – | – | 0.04% | 396 |
|
|
2019
Q3 | $1.02M | Buy |
11,433
+1,925
| +20% | +$172K | 0.04% | 390 |
|
|
2019
Q2 | $832K | Sell |
9,508
-2,760
| -22% | -$242K | 0.03% | 417 |
|
|
2019
Q1 | $958K | Buy |
12,268
+12
| +0.1% | +$937 | 0.02% | 530 |
|
|
2018
Q4 | $903K | Hold |
12,256
| – | – | 0.02% | 487 |
|
|
2018
Q3 | $912K | Hold |
12,256
| – | – | 0.01% | 546 |
|
|
2018
Q2 | $800K | Buy |
12,256
+64
| +0.5% | +$4.18K | 0.01% | 566 |
|
|
2018
Q1 | $837K | Sell |
12,192
-1,496
| -11% | -$103K | 0.01% | 559 |
|
|
2017
Q4 | $866K | Sell |
13,688
-365
| -3% | -$23.1K | 0.01% | 565 |
|
|
2017
Q3 | $864K | Hold |
14,053
| – | – | 0.01% | 521 |
|
|
2017
Q2 | $804K | Sell |
14,053
-1,544
| -10% | -$88.3K | 0.01% | 544 |
|
|
2017
Q1 | $881K | Buy |
15,597
+2,376
| +18% | +$134K | 0.01% | 528 |
|
|
2016
Q4 | $686K | Sell |
13,221
-123
| -0.9% | -$6.38K | 0.01% | 551 |
|
|
2016
Q3 | $678K | Sell |
13,344
-38
| -0.3% | -$1.93K | 0.01% | 548 |
|
|
2016
Q2 | $636K | Sell |
13,382
-15,903
| -54% | -$756K | 0.02% | 525 |
|
|
2016
Q1 | $1.3M | Sell |
29,285
-1,178
| -4% | -$52.4K | 0.04% | 336 |
|
|
2015
Q4 | $1.25M | Buy |
30,463
+76
| +0.3% | +$3.11K | 0.04% | 335 |
|
|
2015
Q3 | $1.25M | Buy |
30,387
+19,000
| +167% | +$784K | 0.04% | 342 |
|
|
2015
Q2 | $538K | Buy |
+11,387
| New | +$538K | 0.02% | 615 |
|