Holding/activity history for Arthur J. Gallagher & Co. (AJG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 20,964 | 0.76 | Add 1.12% | 0.01 | $224.86 |
| 2023 Q3 | 20,731 | 0.83 | Reduce 2.34% | 0.02 | $227.92 |
| 2023 Q2 | 21,227 | 0.81 | Add 2.45% | 0.02 | $219.58 |
| 2023 Q1 | 20,719 | 0.71 | Buy | 0.71 | $191.32 |