A detailed history of Forum Financial Management, LP transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,344 shares of AJG stock, worth $690,495. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,344
Previous 2,340 0.17%
Holding current value
$690,495
Previous $606,000 8.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$259.22 - $299.75 $1,036 - $1,199
4 Added 0.17%
2,344 $659,000
Q2 2024

Jul 30, 2024

BUY
$230.52 - $265.19 $461 - $530
2 Added 0.09%
2,340 $606,000
Q2 2023

Jul 26, 2023

BUY
$193.26 - $219.57 $193 - $219
1 Added 0.04%
2,338 $513,000
Q2 2022

Aug 15, 2022

BUY
$149.05 - $184.15 $100,459 - $124,117
674 Added 40.53%
2,337 $381,000
Q4 2021

Feb 18, 2022

BUY
$149.24 - $170.44 $248,186 - $283,441
1,663 New
1,663 $282,000

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 $62B
  • 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 Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.