A detailed history of Andesa Financial Management Inc. transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Andesa Financial Management Inc. holds 21,507 shares of AJG stock, worth $6.01 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
21,507
Previous 10,777 99.56%
Holding current value
$6.01 Million
Previous $2.03 Million 102.56%
% of portfolio
1.22%
Previous 1.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 04, 2023

BUY
$177.09 - $197.47 $1.9 Million - $2.12 Million
10,730 Added 99.56%
21,507 $4.11 Million
Q4 2022

Feb 10, 2023

SELL
$170.36 - $201.24 $1.88 Million - $2.22 Million
-11,018 Reduced 50.55%
10,777 $2.03 Million
Q3 2022

Nov 03, 2022

BUY
$161.88 - $191.52 $1.73 Million - $2.05 Million
10,702 Added 96.48%
21,795 $3.73 Million
Q2 2022

Jul 27, 2022

BUY
$149.05 - $184.15 $2,384 - $2,946
16 Added 0.14%
11,093 $1.81 Million
Q1 2022

May 09, 2022

BUY
$149.33 - $174.6 $1,343 - $1,571
9 Added 0.08%
11,077 $1.94 Million
Q3 2021

Oct 13, 2021

SELL
$136.64 - $154.04 $1.51 Million - $1.7 Million
-11,068 Reduced 50.0%
11,068 $1.65 Million
Q2 2021

Aug 10, 2021

SELL
$126.61 - $151.16 $32,158 - $38,394
-254 Reduced 1.13%
22,136 $3.1 Million
Q1 2021

Apr 20, 2021

BUY
$113.11 - $128.43 $1.23 Million - $1.4 Million
10,895 Added 94.78%
22,390 $2.79 Million
Q4 2020

Feb 11, 2021

SELL
$103.0 - $128.19 $1.18 Million - $1.47 Million
-11,495 Reduced 50.0%
11,495 $1.42 Million
Q3 2020

Nov 09, 2020

BUY
$96.88 - $107.49 $1.11 Million - $1.24 Million
11,495 Added 100.0%
22,990 $2.43 Million
Q2 2020

Aug 07, 2020

SELL
$74.82 - $101.9 $59,855 - $81,520
-800 Reduced 6.51%
11,495 $1.12 Million
Q1 2020

Apr 21, 2020

SELL
$68.24 - $109.16 $46,403 - $74,228
-680 Reduced 5.24%
12,295 $1 Million
Q3 2019

Nov 08, 2019

SELL
$86.45 - $92.37 $19,451 - $20,783
-225 Reduced 1.7%
12,975 $1.16 Million
Q2 2019

Jul 30, 2019

SELL
$77.96 - $87.82 $1.03 Million - $1.16 Million
-13,224 Reduced 50.05%
13,200 $1.16 Million
Q1 2019

May 02, 2019

BUY
$70.54 - $80.64 $882,737 - $1.01 Million
12,514 Added 89.96%
26,424 $2.06 Million
Q4 2018

Jan 24, 2019

SELL
$68.99 - $78.38 $425,668 - $483,604
-6,170 Reduced 30.73%
13,910 $1.03 Million
Q3 2018

Nov 01, 2018

BUY
$65.26 - $76.13 $50,902 - $59,381
780 Added 4.04%
20,080 $1.5 Million
Q2 2018

Sep 18, 2018

BUY
$64.77 - $70.62 $28,174 - $30,719
435 Added 2.31%
19,300 $1.26 Million
Q1 2018

Sep 18, 2018

SELL
$62.17 - $72.63 $41,653 - $48,662
-670 Reduced 3.43%
18,865 $1.3 Million
Q4 2017

Sep 18, 2018

BUY
$61.6 - $66.96 $1.2 Million - $1.31 Million
19,535
19,535 $1.23 Million

Others Institutions Holding AJG

About Arthur J. Gallagher & Co.


  • Ticker AJG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 210,336,000
  • Market Cap $58.8B
  • Description
  • Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance brokerage, consulting, third-party claims settlement, and administration services in the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. It operates through Brokerage and Risk Management segments. The Brokerage ...
More about AJG
Track This Portfolio

Track Andesa Financial Management Inc. Portfolio

Follow Andesa Financial Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Andesa Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Andesa Financial Management Inc. with notifications on news.