Arthur J. Gallagher & Co. shares owned by Caldwell Trust
Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Arthur J. Gallagher & Co.
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Quarterly reported holdings in Arthur J. Gallagher & Co. by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 1.9k | 309.74 |
| 2021-12-31 | $76k | 450 | 169.67 |
| 2021-09-30 | $134k | 900 | 148.65 |
| 2021-06-30 | $126k | 900 | 140.08 |
| 2021-03-31 | $112k | 900 | 124.77 |
| 2020-12-31 | $111k | 900 | 123.71 |
| 2020-09-30 | $95k | 900 | 105.58 |
| 2020-06-30 | $88k | 900 | 97.49 |
| 2020-03-31 | $73k | 900 | 81.51 |
| 2019-12-31 | $86k | 900 | 95.23 |