Patriot Financial Group Insurance Agency, LLC Arthur J. Gallagher & Co. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$149.05 - $184.15 $3,726 - $4,603	-25 Reduced 43.1%	33 $5,000
Q1 2022 May 11, 2022	BUY	$149.33 - $174.6 $597 - $698	4 Added 7.41%	58 $10,000
Q4 2021 Jan 10, 2022	BUY	$149.24 - $170.44 $3,731 - $4,261	25 Added 86.21%	54 $9,000
Q3 2021 Nov 24, 2021	SELL	$136.64 - $154.04 $546 - $616	-4 Reduced 12.12%	29 $4,000
Q4 2020 Jan 15, 2021	SELL	$103.0 - $128.19 $1,236 - $1,538	-12 Reduced 26.67%	33 $4,000
Q2 2020 Jul 10, 2020	BUY	$74.82 - $101.9 $748 - $1,019	10 Added 28.57%	45 $4,000
Q1 2020 Apr 15, 2020	SELL	$68.24 - $109.16 $1,705 - $2,729	-25 Reduced 41.67%	35 $3,000
Q3 2019 Oct 25, 2019	BUY	$86.45 - $92.37 $5,187 - $5,542	60 New	60 $5,000

Others Institutions Holding AJG

# of Institutions

1,293

Shares Held

169M

Call Options Held

561K

Put Options Held

212K

Vanguard Group Inc Valley Forge, PA

25.8M
Shares

$7.24 Billion
0.13% of portfolio
Black Rock Inc. New York, NY

17.2M
Shares

$4.83 Billion
0.1% of portfolio
Capital International Investors Los Angeles, CA

9.76M
Shares

$2.74 Billion
0.55% of portfolio
State Street Corp Boston, MA

8.93M
Shares

$2.5 Billion
0.1% of portfolio
Morgan Stanley New York, NY

6.94M
Shares

$1.95 Billion
0.14% of portfolio

View Full List

About Arthur J. Gallagher & Co.

Ticker AJG
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 210,336,000
Market Cap $59B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account