A detailed history of Balboa Wealth Partners transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Balboa Wealth Partners holds 2,168 shares of AJG stock, worth $625,164. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,168
Previous 2,291 5.37%
Holding current value
$625,164
Previous $594,000 2.69%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 06, 2024

SELL
$259.22 - $299.75 $31,884 - $36,869
-123 Reduced 5.37%
2,168 $610,000
Q2 2024

Aug 13, 2024

BUY
$230.52 - $265.19 $60,626 - $69,744
263 Added 12.97%
2,291 $594,000
Q1 2024

May 13, 2024

BUY
$225.0 - $255.87 $450 - $511
2 Added 0.1%
2,028 $507,000
Q4 2023

Feb 09, 2024

SELL
$220.11 - $252.92 $59,649 - $68,541
-271 Reduced 11.8%
2,026 $455,000
Q1 2023

May 11, 2023

BUY
$177.09 - $197.47 $3,187 - $3,554
18 Added 0.79%
2,297 $439,000
Q4 2022

Feb 14, 2023

SELL
$170.36 - $201.24 $1,192 - $1,408
-7 Reduced 0.31%
2,279 $429,000
Q3 2022

Jan 04, 2023

BUY
$161.88 - $191.52 $370,057 - $437,814
2,286 New
2,286 $391,000

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 $60.7B
  • 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 Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners 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 Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.