A detailed history of Heritage Wealth Management, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 6,091 shares of AJG stock, worth $1.93 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
6,091
Previous 6,563 7.19%
Holding current value
$1.93 Million
Previous $1.64 Million 3.78%
% of portfolio
0.89%
Previous 0.82%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$230.52 - $265.19 $108,805 - $125,169
-472 Reduced 7.19%
6,091 $1.58 Million
Q1 2024

Apr 25, 2024

SELL
$225.0 - $255.87 $82,125 - $93,392
-365 Reduced 5.27%
6,563 $1.64 Million
Q4 2023

Feb 06, 2024

BUY
$220.11 - $252.92 $1.52 Million - $1.74 Million
6,888 Added 17220.0%
6,928 $1.56 Million
Q4 2022

Feb 13, 2023

BUY
$170.36 - $201.24 $6,814 - $8,049
40 New
40 $7,000
Q2 2021

Aug 11, 2021

SELL
$126.61 - $151.16 $21,397 - $25,546
-169 Closed
0 $0
Q1 2021

Jul 16, 2021

BUY
$113.11 - $128.43 $19,115 - $21,704
169 New
169 $21,000

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 $66.5B
  • 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 Management, LLC Portfolio

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

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.