Number of Shares
10,213.00
Current Holdings Value*
$3.27 Mil
% of Portfolio
2%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
62.59%

TILIA FIDUCIARY PARTNERS, INC.'s Arthur J. Gallagher & Co Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 10,213.00 shares of Arthur J. Gallagher & Co(AJG), totaling $3.27 Mil. This investment constitutes 2% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 13 purchases of AJG, at an average price of $191.17, for a total of 10,290.00 shares. In addition, there have been 1 sales at an average price of $315.87 for 77.00 shares. Based on historical transaction data and AJG's current price of $310.79, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his AJG holdings is $1.23 Mil, reflecting a 62.59% gain to date.

TILIA FIDUCIARY PARTNERS, INC. AJG ($310.79) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. AJG ($310.79) 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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