A detailed history of Congress Wealth Management LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Congress Wealth Management LLC holds 67,375 shares of AJG stock, worth $19.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
67,375
Previous 66,067 1.98%
Holding current value
$19.9 Million
Previous $17.1 Million 10.66%
% of portfolio
0.26%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$259.22 - $299.75 $339,059 - $392,073
1,308 Added 1.98%
67,375 $19 Million
Q2 2024

Aug 13, 2024

BUY
$230.52 - $265.19 $4.3 Million - $4.95 Million
18,661 Added 39.36%
66,067 $17.1 Million
Q1 2024

Apr 18, 2024

BUY
$225.0 - $255.87 $425,025 - $483,338
1,889 Added 4.15%
47,406 $11.9 Million
Q4 2023

Feb 09, 2024

BUY
$220.11 - $252.92 $404,782 - $465,119
1,839 Added 4.21%
45,517 $10.2 Million
Q3 2023

Oct 30, 2023

BUY
$212.72 - $235.78 $8.66 Million - $9.6 Million
40,706 Added 1369.65%
43,678 $9.96 Million
Q2 2023

Jul 13, 2023

BUY
$193.26 - $219.57 $9,856 - $11,198
51 Added 1.75%
2,972 $652,000
Q1 2023

Apr 14, 2023

BUY
$177.09 - $197.47 $29,928 - $33,372
169 Added 6.14%
2,921 $558,000
Q4 2022

Feb 02, 2023

BUY
$170.36 - $201.24 $468,830 - $553,812
2,752 New
2,752 $518,000

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 $62.1B
  • 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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.