D. Scott Neal, Inc.
- SEC CIK
- 0001596920
- Latest filing
- Oct 28, 2025
AJG holding history
Arthur J. Gallagher & Co. in every 13F filed by D. Scott Neal, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AJG overviewAll 13F holders of AJGFull Q3 2025 holdings
- Shares (Q3 2025)
- 56,663
- Value
- $17.6M
- % of portfolio
- 8.1%
- Quarters held
- 10
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 56,663 | $17.6M | 8.1% | −951−1.7% | Reduced | Holders |
| Q2 2025 | 57,614 | $18.4M | 9.2% | +59+0.1% | Added | Holders |
| Q1 2025 | 57,555 | $19.9M | 11.0% | −2,260−3.8% | Reduced | Holders |
| Q4 2024 | 59,815 | $17.0M | 9.3% | −272−0.5% | Reduced | Holders |
| Q3 2024 | 60,087 | $16.9M | 8.9% | −10,330−14.7% | Reduced | Holders |
| Q2 2024 | 70,417 | $18.3M | 10.2% | +31,050+78.9% | Added | Holders |
| Q1 2024 | 39,367 | $9.84M | 6.4% | +1,480+3.9% | Added | Holders |
| Q4 2023 | 37,887 | $8.52M | 7.6% | −1,055−2.7% | Reduced | Holders |
| Q3 2023 | 38,942 | $8.88M | 7.6% | −1,878−4.6% | Reduced | Holders |
| Q2 2023 | 40,820 | $8.96M | 6.7% | +40,820 | New | Holders |