A detailed history of Live Oak Private Wealth LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 2,215 shares of AJG stock, worth $693,206. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,215
Previous 2,215 -0.0%
Holding current value
$693,206
Previous $574,000 8.54%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$220.11 - $252.92 $44,022 - $50,584
200 Added 9.93%
2,215 $498,000
Q4 2022

Feb 10, 2023

SELL
$170.36 - $201.24 $65,588 - $77,477
-385 Reduced 16.04%
2,015 $379,000
Q3 2020

Nov 09, 2020

SELL
$96.88 - $107.49 $37,105 - $41,168
-383 Reduced 13.76%
2,400 $253,000
Q2 2020

Aug 03, 2020

SELL
$74.82 - $101.9 $22,445 - $30,570
-300 Reduced 9.73%
2,783 $271,000
Q1 2020

May 11, 2020

BUY
$68.24 - $109.16 $210,383 - $336,540
3,083 New
3,083 $251,000

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 $65.8B
  • 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 Live Oak Private Wealth LLC Portfolio

Follow Live Oak Private Wealth 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 Live Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Private Wealth LLC with notifications on news.