A detailed history of Ascent Wealth Partners, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 3,217 shares of AJG stock, worth $861,512. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,217
Previous 3,217 -0.0%
Holding current value
$861,512
Previous $723,000 11.2%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

BUY
$220.11 - $252.92 $99,049 - $113,814
450 Added 16.26%
3,217 $723,000
Q4 2021

Jan 27, 2022

BUY
$149.24 - $170.44 $14,924 - $17,044
100 Added 3.75%
2,767 $469,000
Q2 2021

Jul 30, 2021

SELL
$126.61 - $151.16 $3,545 - $4,232
-28 Reduced 1.04%
2,667 $374,000
Q1 2021

Apr 26, 2021

SELL
$113.11 - $128.43 $279,607 - $317,478
-2,472 Reduced 47.84%
2,695 $336,000
Q4 2020

Feb 02, 2021

BUY
$103.0 - $128.19 $532,201 - $662,357
5,167 New
5,167 $639,000

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 $56.3B
  • 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 Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, LLC 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 Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.