A detailed history of Occidental Asset Management, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Occidental Asset Management, LLC holds 2,969 shares of AJG stock, worth $874,608. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,969
Previous 2,857 3.92%
Holding current value
$874,608
Previous $740,000 12.84%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 11, 2024

BUY
$259.22 - $299.75 $29,032 - $33,572
112 Added 3.92%
2,969 $835,000
Q2 2024

Jul 15, 2024

BUY
$230.52 - $265.19 $3,457 - $3,977
15 Added 0.53%
2,857 $740,000
Q1 2024

Apr 16, 2024

BUY
$225.0 - $255.87 $1,125 - $1,279
5 Added 0.18%
2,842 $710,000
Q4 2023

Jan 18, 2024

SELL
$220.11 - $252.92 $41,160 - $47,296
-187 Reduced 6.18%
2,837 $637,000
Q3 2023

Oct 18, 2023

SELL
$212.72 - $235.78 $2,127 - $2,357
-10 Reduced 0.33%
3,024 $689,000
Q1 2020

Apr 23, 2020

SELL
$68.24 - $109.16 $154,427 - $247,029
-2,263 Reduced 42.72%
3,034 $247,000
Q2 2019

Aug 02, 2019

SELL
$77.96 - $87.82 $9,355 - $10,538
-120 Reduced 2.22%
5,297 $464,000
Q1 2019

May 15, 2019

BUY
$70.54 - $80.64 $382,115 - $436,826
5,417 New
5,417 $423,000

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 Occidental Asset Management, LLC Portfolio

Follow Occidental Asset 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 Occidental Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Occidental Asset Management, LLC with notifications on news.