A detailed history of Ep Wealth Advisors, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,183 shares of AJG stock, worth $664,265. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,183
Previous 1,122 94.56%
Holding current value
$664,265
Previous $290,000 111.72%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$259.22 - $299.75 $275,032 - $318,034
1,061 Added 94.56%
2,183 $614,000
Q2 2024

Aug 19, 2024

BUY
$230.52 - $265.19 $45,412 - $52,242
197 Added 21.3%
1,122 $290,000
Q1 2024

May 14, 2024

BUY
$225.0 - $255.87 $208,125 - $236,679
925 New
925 $231,000
Q2 2022

Aug 11, 2022

BUY
$149.05 - $184.15 $44,267 - $54,692
297 Added 18.95%
1,864 $304,000
Q1 2022

May 20, 2022

BUY
$149.33 - $174.6 $17,919 - $20,952
120 Added 8.29%
1,567 $274,000
Q4 2021

Feb 17, 2022

SELL
$149.24 - $170.44 $36,713 - $41,928
-246 Reduced 14.53%
1,447 $246,000
Q3 2021

Nov 23, 2021

SELL
$136.64 - $154.04 $507,480 - $572,104
-3,714 Reduced 68.69%
1,693 $252,000
Q3 2021

Nov 16, 2021

BUY
$136.64 - $154.04 $738,812 - $832,894
5,407 New
5,407 $252,000
Q1 2018

May 15, 2018

SELL
$62.17 - $72.63 $211,999 - $247,668
-3,410 Closed
0 $0
Q4 2017

Feb 15, 2018

BUY
$61.6 - $66.96 $2,402 - $2,611
39 Added 1.16%
3,410 $216,000
Q3 2017

Nov 15, 2017

BUY
$57.68 - $61.63 $194,439 - $207,754
3,371
3,371 $207,000

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 $64B
  • 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
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