Arthur J. Gallagher & Co. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Arthur J. Gallagher & Co.
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Quarterly reported holdings in Arthur J. Gallagher & Co. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 95k | 309.74 |
| 2025-06-30 | $25M | 77k | 320.12 |
| 2025-03-31 | $23M | 66k | 345.24 |
| 2024-12-31 | $15M | 53k | 283.85 |
| 2024-09-30 | $12M | 41k | 281.37 |
| 2024-06-30 | $9.6M | 37k | 259.31 |
| 2024-03-31 | $7.9M | 32k | 250.04 |
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