A detailed history of Heritage Wealth Advisors transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,498 shares of AJG stock, worth $441,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,498
Previous 1,498 -0.0%
Holding current value
$441,280
Previous $388,000 8.51%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 08, 2024

SELL
$225.0 - $255.87 $3,825 - $4,349
-17 Reduced 1.12%
1,498 $374,000
Q4 2023

Feb 09, 2024

BUY
$220.11 - $252.92 $3,741 - $4,299
17 Added 1.13%
1,515 $340,000
Q4 2020

Feb 01, 2021

BUY
$103.0 - $128.19 $2,266 - $2,820
22 Added 1.49%
1,498 $185,000
Q2 2020

Jul 17, 2020

SELL
$74.82 - $101.9 $1.31 Million - $1.79 Million
-17,548 Reduced 92.24%
1,476 $143,000
Q2 2020

Jul 17, 2020

BUY
$74.82 - $101.9 $1.31 Million - $1.79 Million
17,548 Added 1188.89%
19,024 $143,000
Q4 2019

Feb 04, 2020

SELL
$86.33 - $95.67 $8,201 - $9,088
-95 Reduced 6.05%
1,476 $140,000
Q1 2019

May 06, 2019

BUY
$70.54 - $80.64 $6,701 - $7,660
95 Added 6.44%
1,571 $0
Q3 2018

Nov 14, 2018

BUY
$65.26 - $76.13 $96,323 - $112,367
1,476 New
1,476 $109,000

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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.