Ownership history in Bison Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in GALLAGHER ARTHUR J & CO (AJG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 4,036 | -76 | -1.8% | 0.18% | $1.1M | $277.53 |
| 2024 Q2 | UNCHANGED | 4,112 | — | 0% | 0.17% | $1.0M | $255.25 |
| 2024 Q1 | ADDED | 4,112 | +482 | +13.3% | 0.17% | $1.0M | $245.54 |
| 2023 Q4 | ADDED | 3,630 | +907 | +33.3% | 0.14% | $816K | $220.29 |
| 2023 Q3 | ADDED | 2,723 | +227 | +9.1% | 0.12% | $621K | $222.78 |
| 2023 Q2 | ADDED | 2,496 | +116 | +4.9% | 0.10% | $548K | $214.10 |
| 2023 Q1 | INITIATED | 2,380 | — | — | 0.16% | $516K | $186.03 |
As of 2025 Q4 — sorted by position size