D. SCOTT NEAL, INC. AJG Holdings History

Number of Shares
57,614.00
Current Holdings Value*
$18.44 Mil
% of Portfolio
9.19%
Total Estimate Gain
$5.76 Mil
% of Total Estimate Gain
34.80%

D. SCOTT NEAL, INC.'s Arthur J. Gallagher & Co Holding Summary

As of 2025-06-30, D. SCOTT NEAL, INC. held 57,614.00 shares of Arthur J. Gallagher & Co(AJG), totaling $18.44 Mil. This investment constitutes 9.19% of their stock portfolio, and D. SCOTT NEAL, INC. now holds 0.02% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2023Q2. And since then D. SCOTT NEAL, INC. has made 4 purchases of AJG, at an average price of $225.61, for a total of 73,409.00 shares. In addition, there have been 5 sales at an average price of $277.08 for 15,795.00 shares. Based on historical transaction data and AJG's current price of $311.54, D. SCOTT NEAL, INC.'s estimated gain on his AJG holdings is $5.76 Mil, reflecting a 34.80% gain to date.

D. SCOTT NEAL, INC. AJG ($311.54) Holding Chart

D. SCOTT NEAL, INC. AJG ($311.54) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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