Valley National Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Valley National Advisers’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$104K	Buy	328 +89	+37%	+$28.2K	0.02%	298
2025 Q1	$81K	Buy	239 +148	+163%	+$50.2K	0.01%	314
2024 Q4	$25K	Buy	+91	New	+$25K	﹤0.01%	435
2024 Q3	–	Sell	-36	Closed	-$9K	–	748
2024 Q2	$9K	Sell	36 -3	-8%	-$750	﹤0.01%	634
2024 Q1	$9K	Sell	39 -2	-5%	-$462	﹤0.01%	651
2023 Q4	$9K	Buy	41 +36	+720%	+$7.9K	﹤0.01%	672
2023 Q3	$1K	Buy	+5	New	+$1K	﹤0.01%	873
2022 Q3	–	Sell	-33	Closed	-$6K	–	904
2022 Q2	$6K	Hold	33	–	–	﹤0.01%	634
2022 Q1	$6K	Sell	33 -35	-51%	-$6.36K	﹤0.01%	665
2021 Q4	$12K	Hold	68	–	–	﹤0.01%	575
2021 Q3	$10K	Hold	68	–	–	﹤0.01%	574
2021 Q2	$10K	Sell	68 -10	-13%	-$1.47K	﹤0.01%	574
2021 Q1	$10K	Hold	78	–	–	﹤0.01%	533
2020 Q4	$10K	Hold	78	–	–	﹤0.01%	518
2020 Q3	$8K	Hold	78	–	–	﹤0.01%	500
2020 Q2	$8K	Hold	78	–	–	﹤0.01%	495
2020 Q1	$6K	Hold	78	–	–	﹤0.01%	520
2019 Q4	$7K	Hold	78	–	–	﹤0.01%	562
2019 Q3	$7K	Hold	78	–	–	﹤0.01%	550
2019 Q2	$7K	Hold	78	–	–	﹤0.01%	511
2019 Q1	$6K	Sell	78 -14	-15%	-$1.08K	﹤0.01%	524
2018 Q4	$7K	Sell	92 -33	-26%	-$2.51K	﹤0.01%	481
2018 Q3	$9K	Hold	125	–	–	﹤0.01%	441
2018 Q2	$8K	Hold	125	–	–	﹤0.01%	434
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	413
2017 Q4	$8K	Hold	125	–	–	﹤0.01%	428
2017 Q3	$8K	Hold	125	–	–	﹤0.01%	426
2017 Q2	$7K	Hold	125	–	–	﹤0.01%	440
2017 Q1	$7K	Hold	125	–	–	﹤0.01%	442
2016 Q4	$6K	Hold	125	–	–	﹤0.01%	459
2016 Q3	$6K	Hold	125	–	–	﹤0.01%	433
2016 Q2	$6K	Hold	125	–	–	﹤0.01%	432
2016 Q1	$6K	Hold	125	–	–	﹤0.01%	418
2015 Q4	$5K	Hold	125	–	–	﹤0.01%	437
2015 Q3	$5K	Hold	125	–	–	﹤0.01%	439
2015 Q2	$6K	Hold	125	–	–	﹤0.01%	430
2015 Q1	$6K	Hold	125	–	–	﹤0.01%	424
2014 Q4	$6K	Buy	+125	New	+$6K	﹤0.01%	315