A detailed history of Foundations Investment Advisors, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 1,116 shares of AJG stock, worth $319,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,116
Previous 1,149 2.87%
Holding current value
$319,254
Previous $297,000 5.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

SELL
$259.22 - $299.75 $8,554 - $9,891
-33 Reduced 2.87%
1,116 $314,000
Q2 2024

Aug 02, 2024

BUY
$230.52 - $265.19 $21,207 - $24,397
92 Added 8.7%
1,149 $297,000
Q1 2024

May 13, 2024

SELL
$225.0 - $255.87 $12,600 - $14,328
-56 Reduced 5.03%
1,057 $264,000
Q4 2023

Feb 08, 2024

SELL
$220.11 - $252.92 $17,168 - $19,727
-78 Reduced 6.55%
1,113 $250,000
Q3 2023

Oct 05, 2023

BUY
$212.72 - $235.78 $4,467 - $4,951
21 Added 1.79%
1,191 $271,000
Q2 2023

Jul 19, 2023

SELL
$193.26 - $219.57 $38,458 - $43,694
-199 Reduced 14.54%
1,170 $256,000
Q1 2023

Apr 25, 2023

BUY
$177.09 - $197.47 $242,436 - $270,336
1,369 New
1,369 $261,000

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 $60.2B
  • 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 Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.