Transform Wealth, LLC Arthur J. Gallagher & Co. Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$193.26 - $219.57 $3,478 - $3,952	-18 Reduced 1.63%	1,086 $238,000
Q1 2023 Apr 14, 2023	SELL	$177.09 - $197.47 $9,917 - $11,058	-56 Reduced 4.83%	1,104 $211,000
Q4 2022 Jan 12, 2023	SELL	$170.36 - $201.24 $2,385 - $2,817	-14 Reduced 1.19%	1,160 $0
Q3 2022 Oct 21, 2022	SELL	$161.88 - $191.52 $82,073 - $97,100	-507 Reduced 30.16%	1,174 $201,000
Q2 2022 Jul 15, 2022	SELL	$149.05 - $184.15 $14,159 - $17,494	-95 Reduced 5.35%	1,681 $274,000
Q1 2022 Apr 25, 2022	SELL	$149.33 - $174.6 $76,606 - $89,569	-513 Reduced 22.41%	1,776 $310,000
Q4 2021 Jan 26, 2022	SELL	$149.24 - $170.44 $55,965 - $63,915	-375 Reduced 14.08%	2,289 $388,000
Q3 2021 Oct 15, 2021	SELL	$136.64 - $154.04 $44,134 - $49,754	-323 Reduced 10.81%	2,664 $396,000
Q2 2021 Jul 20, 2021	BUY	$126.61 - $151.16 $1,519 - $1,813	12 Added 0.4%	2,987 $418,000
Q1 2021 Apr 22, 2021	SELL	$113.11 - $128.43 $6,447 - $7,320	-57 Reduced 1.88%	2,975 $371,000
Q4 2020 Jan 20, 2021	BUY	$103.0 - $128.19 $4,223 - $5,255	41 Added 1.37%	3,032 $375,000
Q3 2020 Oct 21, 2020	SELL	$96.88 - $107.49 $5,715 - $6,341	-59 Reduced 1.93%	2,991 $316,000
Q2 2020 Jul 22, 2020	BUY	$74.82 - $101.9 $12,943 - $17,628	173 Added 6.01%	3,050 $297,000
Q1 2020 Apr 30, 2020	SELL	$68.24 - $109.16 $45,993 - $73,573	-674 Reduced 18.98%	2,877 $235,000
Q4 2019 Jan 24, 2020	BUY	$86.33 - $95.67 $6,906 - $7,653	80 Added 2.3%	3,551 $338,000
Q3 2019 Oct 24, 2019	SELL	$86.45 - $92.37 $285,198 - $304,728	-3,299 Reduced 48.73%	3,471 $311,000
Q2 2019 Jul 30, 2019	BUY	$77.96 - $87.82 $527,789 - $594,541	6,770 New	6,770 $592,000

Others Institutions Holding AJG

# of Institutions

1,292

Shares Held

169M

Call Options Held

561K

Put Options Held

212K

Vanguard Group Inc Valley Forge, PA

25.8M
Shares

$7.37 Billion
0.13% of portfolio
Black Rock Inc. New York, NY

17.2M
Shares

$4.92 Billion
0.1% of portfolio
Capital International Investors Los Angeles, CA

9.76M
Shares

$2.79 Billion
0.55% of portfolio
State Street Corp Boston, MA

8.93M
Shares

$2.55 Billion
0.1% of portfolio
Morgan Stanley New York, NY

6.94M
Shares

$1.98 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 $60.1B
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

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