A detailed history of Evercore Wealth Management, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 4,886 shares of AJG stock, worth $1.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,886
Previous 4,886 -0.0%
Holding current value
$1.41 Million
Previous $1.27 Million 8.53%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$230.52 - $265.19 $92,899 - $106,871
-403 Reduced 7.62%
4,886 $1.27 Million
Q1 2024

May 15, 2024

SELL
$225.0 - $255.87 $62,325 - $70,875
-277 Reduced 4.98%
5,289 $1.32 Million
Q4 2023

Feb 14, 2024

BUY
$220.11 - $252.92 $14,747 - $16,945
67 Added 1.22%
5,566 $1.25 Million
Q3 2023

Nov 14, 2023

BUY
$212.72 - $235.78 $638 - $707
3 Added 0.05%
5,499 $1.25 Million
Q2 2023

Aug 04, 2023

BUY
$193.26 - $219.57 $91,991 - $104,515
476 Added 9.48%
5,496 $1.21 Million
Q4 2022

Feb 14, 2023

SELL
$170.36 - $201.24 $42,590 - $50,310
-250 Reduced 4.74%
5,020 $946,000
Q1 2022

May 16, 2022

BUY
$149.33 - $174.6 $597 - $698
4 Added 0.08%
5,270 $920,000
Q2 2021

Aug 16, 2021

SELL
$126.61 - $151.16 $3,038 - $3,627
-24 Reduced 0.45%
5,266 $737,000
Q1 2021

May 17, 2021

BUY
$113.11 - $128.43 $2,714 - $3,082
24 Added 0.46%
5,290 $660,000
Q3 2020

Nov 16, 2020

SELL
$96.88 - $107.49 $142,994 - $158,655
-1,476 Reduced 21.89%
5,266 $556,000
Q2 2020

Aug 13, 2020

BUY
$74.82 - $101.9 $748 - $1,019
10 Added 0.15%
6,742 $658,000
Q1 2020

May 14, 2020

SELL
$68.24 - $109.16 $19,584 - $31,328
-287 Reduced 4.09%
6,732 $549,000
Q3 2019

Nov 14, 2019

SELL
$86.45 - $92.37 $70,802 - $75,651
-819 Reduced 10.45%
7,019 $629,000
Q1 2019

May 14, 2019

BUY
$70.54 - $80.64 $341,131 - $389,975
4,836 Added 161.09%
7,838 $613,000
Q3 2018

Nov 13, 2018

BUY
$65.26 - $76.13 $195,910 - $228,542
3,002 New
3,002 $223,000
Q2 2018

Aug 14, 2018

SELL
$64.77 - $70.62 $194,439 - $212,001
-3,002 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$57.68 - $61.63 $173,155 - $185,013
3,002
3,002 $185,000

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 Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.