A detailed history of Optivise Advisory Services LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,049 shares of AJG stock, worth $362,156. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,049
Previous 988 6.17%
Holding current value
$362,156
Previous $278 Million 7.11%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

BUY
$278.49 - $315.16 $16,987 - $19,224
61 Added 6.17%
1,049 $298 Million
Q3 2024

Nov 12, 2024

BUY
$259.22 - $299.75 $256,109 - $296,153
988 New
988 $278 Million
Q2 2024

Nov 14, 2024

BUY
$230.52 - $265.19 $37,805 - $43,491
164 Added 16.6%
1,152 $299 Million

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 $72.6B
  • 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 Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services 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 Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.