A detailed history of Compass Ion Advisors, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 2,993 shares of AJG stock, worth $784,166. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,993
Previous 6,491 53.89%
Holding current value
$784,166
Previous $1.46 Million 48.73%
% of portfolio
0.11%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$225.0 - $255.87 $787,050 - $895,033
-3,498 Reduced 53.89%
2,993 $748,000
Q4 2023

Jan 23, 2024

SELL
$220.11 - $252.92 $3,741 - $4,299
-17 Reduced 0.26%
6,491 $1.46 Million
Q3 2023

Nov 02, 2023

BUY
$212.72 - $235.78 $1.38 Million - $1.53 Million
6,508 New
6,508 $1.48 Million
Q4 2020

Feb 11, 2021

SELL
$103.0 - $128.19 $225,570 - $280,736
-2,190 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$96.88 - $107.49 $212,167 - $235,403
2,190 New
2,190 $231,000

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 $55.1B
  • 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 Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, 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 Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.