Arthur J. Gallagher & Co. shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Arthur J. Gallagher & Co.
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Quarterly reported holdings in Arthur J. Gallagher & Co. by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 1.5k | 309.74 |
| 2025-06-30 | $480k | 1.5k | 320.12 |
| 2025-03-31 | $517k | 1.5k | 345.24 |
| 2024-12-31 | $425k | 1.5k | 283.85 |
| 2024-09-30 | $422k | 1.5k | 281.37 |
| 2024-06-30 | $388k | 1.5k | 259.31 |
| 2024-03-31 | $375k | 1.5k | 250.04 |
| 2023-12-31 | $341k | 1.5k | 224.88 |
| 2023-09-30 | $341k | 1.5k | 227.93 |
| 2023-06-30 | $329k | 1.5k | 219.57 |
| 2023-03-31 | $287k | 1.5k | 191.31 |
| 2022-12-31 | $282k | 1.5k | 188.54 |
| 2022-09-30 | $257k | 1.5k | 171.22 |
| 2022-06-30 | $244k | 1.5k | 162.88 |
| 2022-03-31 | $262k | 1.5k | 174.90 |
| 2021-12-31 | $254k | 1.5k | 169.67 |
| 2021-09-30 | $223k | 1.5k | 148.65 |
| 2021-06-30 | $210k | 1.5k | 140.08 |
| 2021-03-31 | $187k | 1.5k | 124.77 |
| 2020-12-31 | $185k | 1.5k | 123.50 |
| 2020-09-30 | $156k | 1.5k | 105.58 |
| 2020-06-30 | $143k | 19k | 7.52 |
| 2020-03-31 | $120k | 1.5k | 81.51 |
| 2019-12-31 | $141k | 1.5k | 95.23 |
| 2019-09-30 | $140k | 1.6k | 89.12 |
| 2019-06-30 | $138k | 1.6k | 87.59 |
| 2019-03-31 | $123k | 1.6k | 78.10 |
| 2018-12-31 | $108k | 1.5k | 73.17 |
| 2018-09-30 | $109k | 1.5k | 73.85 |