SVB Wealth’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 | $3.94M | Buy |
+12,303
| New | +$3.94M | 0.21% | 99 |
|
|
2025
Q1 | – | Sell |
-8,810
| Closed | -$2.5M | – | 1522 |
|
|
2024
Q4 | $2.5M | Buy |
+8,810
| New | +$2.5M | 0.05% | 206 |
|
|
2024
Q3 | – | Sell |
-7,706
| Closed | -$2M | – | 39 |
|
|
2024
Q2 | $2M | Buy |
7,706
+828
| +12% | +$215K | 0.05% | 232 |
|
|
2024
Q1 | $1.72M | Sell |
6,878
-430
| -6% | -$108K | 0.04% | 265 |
|
|
2023
Q4 | $1.64M | Sell |
7,308
-926
| -11% | -$208K | 0.04% | 266 |
|
|
2023
Q3 | $1.88M | Sell |
8,234
-205
| -2% | -$46.7K | 0.04% | 234 |
|
|
2023
Q2 | $1.85M | Sell |
8,439
-2,915
| -26% | -$640K | 0.03% | 252 |
|
|
2023
Q1 | $2.17M | Sell |
11,354
-668
| -6% | -$128K | 0.03% | 255 |
|
|
2022
Q4 | $2.27M | Buy |
12,022
+857
| +8% | +$162K | 0.03% | 252 |
|
|
2022
Q3 | $1.91M | Buy |
11,165
+949
| +9% | +$162K | 0.03% | 263 |
|
|
2022
Q2 | $1.67M | Sell |
10,216
-199
| -2% | -$32.5K | 0.03% | 238 |
|
|
2022
Q1 | $1.82M | Sell |
10,415
-116
| -1% | -$20.2K | 0.02% | 239 |
|
|
2021
Q4 | $1.79M | Sell |
10,531
-480
| -4% | -$81.5K | 0.03% | 236 |
|
|
2021
Q3 | $1.64M | Buy |
11,011
+22
| +0.2% | +$3.27K | 0.02% | 292 |
|
|
2021
Q2 | $1.54M | Sell |
10,989
-143
| -1% | -$20K | 0.02% | 300 |
|
|
2021
Q1 | $1.39M | Sell |
11,132
-80
| -0.7% | -$9.98K | 0.02% | 294 |
|
|
2020
Q4 | $1.39M | Sell |
11,212
-557
| -5% | -$68.9K | 0.02% | 277 |
|
|
2020
Q3 | $1.24M | Sell |
11,769
-1,152
| -9% | -$122K | 0.02% | 268 |
|
|
2020
Q2 | $1.26M | Sell |
12,921
-17,550
| -58% | -$1.71M | 0.02% | 243 |
|
|
2020
Q1 | $2.48M | Sell |
30,471
-26,086
| -46% | -$2.13M | 0.06% | 162 |
|
|
2019
Q4 | $5.39M | Sell |
56,557
-10,442
| -16% | -$994K | 0.1% | 134 |
|
|
2019
Q3 | $6M | Sell |
66,999
-16,479
| -20% | -$1.48M | 0.12% | 121 |
|
|
2019
Q2 | $7.31M | Sell |
83,478
-8,159
| -9% | -$715K | 0.25% | 104 |
|
|
2019
Q1 | $7.16M | Sell |
91,637
-9,553
| -9% | -$746K | 0.28% | 89 |
|
|
2018
Q4 | $7.46M | Sell |
101,190
-8,254
| -8% | -$608K | 0.32% | 86 |
|
|
2018
Q3 | $8.15M | Sell |
109,444
-21,549
| -16% | -$1.6M | 0.29% | 95 |
|
|
2018
Q2 | $8.55M | Sell |
130,993
-18,028
| -12% | -$1.18M | 0.33% | 88 |
|
|
2018
Q1 | $10.2M | Sell |
149,021
-12,414
| -8% | -$853K | 0.39% | 80 |
|
|
2017
Q4 | $10.2M | Sell |
161,435
-7,336
| -4% | -$464K | 0.38% | 83 |
|
|
2017
Q3 | $10.4M | Sell |
168,771
-1,785
| -1% | -$110K | 0.4% | 82 |
|
|
2017
Q2 | $9.76M | Buy |
170,556
+453
| +0.3% | +$25.9K | 0.38% | 82 |
|
|
2017
Q1 | $9.62M | Sell |
170,103
-7,443
| -4% | -$421K | 0.38% | 82 |
|
|
2016
Q4 | $9.23M | Sell |
177,546
-8,491
| -5% | -$441K | 0.38% | 82 |
|
|
2016
Q3 | $9.46M | Buy |
186,037
+1,911
| +1% | +$97.2K | 0.38% | 84 |
|
|
2016
Q2 | $8.76M | Sell |
184,126
-402
| -0.2% | -$19.1K | 0.36% | 84 |
|
|
2016
Q1 | $8.21M | Buy |
184,528
+6,947
| +4% | +$309K | 0.33% | 83 |
|
|
2015
Q4 | $7.27M | Buy |
177,581
+17,179
| +11% | +$703K | 0.29% | 90 |
|
|
2015
Q3 | $6.62M | Buy |
160,402
+53,987
| +51% | +$2.23M | 0.26% | 99 |
|
|
2015
Q2 | $5.03M | Sell |
106,415
-828
| -0.8% | -$39.2K | 0.17% | 140 |
|
|
2015
Q1 | $5.01M | Buy |
107,243
+13,833
| +15% | +$647K | 0.16% | 149 |
|
|
2014
Q4 | $4.4M | Buy |
+93,410
| New | +$4.4M | 0.14% | 156 |
|