Number of Shares
9,990.00
Current Holdings Value*
$3.20 Mil
% of Portfolio
1.34%
Total Estimate Gain
$681,182.70
% of Total Estimate Gain
27.73%

Trueblood Wealth Management, LLC's Arthur J. Gallagher & Co Holding Summary

As of 2025-06-30, Trueblood Wealth Management, LLC held 9,990.00 shares of Arthur J. Gallagher & Co(AJG), totaling $3.20 Mil. This investment constitutes 1.34% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding Arthur J. Gallagher & Co(AJG) stock.

The initial trade took place in 2023Q4. And since then Trueblood Wealth Management, LLC has made 5 purchases of AJG, at an average price of $242.39, for a total of 10,134.00 shares. In addition, there have been 1 sales at an average price of $240.39 for 144.00 shares. Based on historical transaction data and AJG's current price of $310.61, Trueblood Wealth Management, LLC's estimated gain on his AJG holdings is $681,182.70, reflecting a 27.73% gain to date.

Trueblood Wealth Management, LLC AJG ($310.61) Holding Chart

Trueblood Wealth Management, LLC AJG ($310.61) 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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