Mark Sheptoff Financial Planning, LLC Arthur J. Gallagher & Co. Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 507 shares of AJG stock, worth $131,064. This represents 0.08% of its overall portfolio holdings.
Number of Shares
507
Previous 332
52.71%
Holding current value
$131,064
Previous $106,000
48.11%
% of portfolio
0.08%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding AJG
# of Institutions
1,504Shares Held
214MCall Options Held
689KPut Options Held
324K-
Vanguard Group Inc Valley Forge, PA31.2MShares$8.06 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$5.26 Billion0.42% of portfolio
-
Black Rock Inc. New York, NY17.2MShares$4.45 Billion0.1% of portfolio
-
Capital World Investors Los Angeles, CA11.8MShares$3.05 Billion0.52% of portfolio
-
State Street Corp Boston, MA10.9MShares$2.82 Billion0.12% of portfolio
About Arthur J. Gallagher & Co.
- Ticker AJG
- Exchange NYSE
- Sector Financial Services
- Industry Insurance Brokers
- Shares Outstandng 210,336,000
- Market Cap $54.4B
- 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 ...