TIM

Tortoise Investment 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	$68.5K	Buy	214 +10	+5%	+$3.2K	0.01%	343
2025 Q1	$70.4K	Hold	204	–	–	0.01%	322
2024 Q4	$57.9K	Buy	204 +3	+1%	+$852	0.01%	394
2024 Q3	$56.6K	Hold	201	–	–	0.01%	391
2024 Q2	$52.2K	Hold	201	–	–	0.01%	383
2024 Q1	$50.3K	Hold	201	–	–	0.01%	378
2023 Q4	$45.2K	Hold	201	–	–	0.01%	369
2023 Q3	$45.8K	Hold	201	–	–	0.01%	350
2023 Q2	$44.2K	Hold	201	–	–	0.01%	362
2023 Q1	$38.5K	Hold	201	–	–	0.01%	362
2022 Q4	$37.9K	Hold	201	–	–	0.01%	359
2022 Q3	$34K	Hold	201	–	–	0.01%	362
2022 Q2	$33K	Buy	201 +27	+16%	+$4.43K	0.01%	341
2022 Q1	$30K	Hold	174	–	–	0.01%	366
2021 Q4	$30K	Hold	174	–	–	0.01%	347
2021 Q3	$26K	Hold	174	–	–	0.01%	346
2021 Q2	$24K	Hold	174	–	–	0.01%	356
2021 Q1	$22K	Hold	174	–	–	﹤0.01%	345
2020 Q4	$22K	Hold	174	–	–	0.01%	320
2020 Q3	$18K	Hold	174	–	–	﹤0.01%	316
2020 Q2	$17K	Hold	174	–	–	﹤0.01%	311
2020 Q1	$14K	Hold	174	–	–	﹤0.01%	325
2019 Q4	$17K	Hold	174	–	–	﹤0.01%	340
2019 Q3	$16K	Hold	174	–	–	﹤0.01%	340
2019 Q2	$15K	Hold	174	–	–	﹤0.01%	371
2019 Q1	$14K	Hold	174	–	–	﹤0.01%	365
2018 Q4	$13K	Hold	174	–	–	﹤0.01%	357
2018 Q3	$13K	Hold	174	–	–	﹤0.01%	370
2018 Q2	$11K	Hold	174	–	–	﹤0.01%	395
2018 Q1	$12K	Hold	174	–	–	﹤0.01%	364
2017 Q4	$11K	Buy	+174	New	+$11K	﹤0.01%	376