Summit Trail 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
Q2
$984K Buy
2024
Q4
Sell
2024
Q3
$246K Buy
2024
Q2
$208K Buy
2018
Q1
Sell
2017
Q4
$20K Buy