Brasada Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Brasada Capital Management’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,020	Closed	-$3.59M	–	146
2025 Q4	$3.59M	Buy	14,020 +718	+5%	+$190K	0.61%	60
2025 Q3	$4.11M	Buy	13,302 +641	+5%	+$193K	0.69%	52
2025 Q2	$4.03M	Buy	12,661 +225	+2%	+$74.2K	0.68%	53
2025 Q1	$3.87M	Buy	12,436 +154	+1%	+$48.6K	0.77%	40
2024 Q4	$3.51M	Buy	12,282 +413	+3%	+$120K	0.61%	53
2024 Q3	$3.39M	Buy	11,869 +599	+5%	+$169K	0.59%	57
2024 Q2	$3.04M	Buy	11,270 +376	+3%	+$93.3K	0.53%	55
2024 Q1	$2.72M	Buy	10,894 +85	+0.8%	+$20.4K	0.48%	65
2023 Q4	$2.43M	Buy	10,809 +1,309	+14%	+$310K	0.47%	60
2023 Q3	$2.21M	Buy	+9,500	New	+$2.13M	0.52%	51

Other funds holding AJG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brasada Capital Management's AJG Position: Q1 2026 in Review

Brasada Capital Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 14,020 shares — an estimated $3.59M sold.

Brasada Capital Management first reported a position in AJG in Q3 2023 and held it in 10 quarters. The position peaked at $4.11M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Brasada Capital Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Brasada Capital Management sold 14,020 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $3.59M.
Brasada Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 10 quarters.
Brasada Capital Management's Arthur J. Gallagher & Co position peaked at $4.11M in Q3 2025.
1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Brasada Capital Management's 13F filing for Q1 2026, filed 15 May 2026.