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

Brookstone 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
Q2 		$979K Buy
4,266
+439
+11% +$93.2K 0.01% 702
2026
Q1 		$829K Sell
3,827
-63,757
-94% -$14.7M 0.01% 705
2025
Q4 		$17.5M Buy
67,584
+16,268
+32% +$4.31M 0.2% 121
2025
Q3 		$15.9M Buy
51,316
+12,903
+34% +$3.89M 0.19% 128
2025
Q2 		$12.3M Buy
38,413
+7,142
+23% +$2.35M 0.16% 158
2025
Q1 		$10.8M Buy
31,271
+772
+3% +$244K 0.15% 162
2024
Q4 		$8.66M Buy
30,499
+9,775
+47% +$2.84M 0.13% 197
2024
Q3 		$5.83M Buy
20,724
+3,681
+22% +$1.04M 0.09% 225
2024
Q2 		$4.63M Buy
17,043
+4,192
+33% +$1.04M 0.08% 242
2024
Q1 		$3.21M Buy
12,851
+5,308
+70% +$1.28M 0.06% 283
2023
Q4 		$1.7M Buy
7,543
+730
+11% +$173K 0.03% 357
2023
Q3 		$1.57M Buy
6,813
+4,222
+163% +$945K 0.03% 351
2023
Q2 		$555K Buy
2,591
+1,206
+87% +$251K 0.01% 554
2023
Q1 		$281K Buy
+1,385
New +$263K 0.01% 705
2017
Q4 		– Sell
-93,038
Closed -$5.73M – 312
2017
Q3 		$5.73M Sell
93,038
-8,648
-9% -$509K 0.52% 73
2017
Q2 		$5.82M Sell
101,686
-1,520
-1% -$85.9K 0.56% 75
2017
Q1 		$5.83M Buy
103,206
+8,194
+9% +$452K 0.59% 67
2016
Q4 		$4.94M Buy
+95,012
New +$4.78M 0.54% 80
2015
Q3 		– Sell
-40
Closed -$2K – 1974
2015
Q2 		$2K Buy
+40
New +$1.93K ﹤0.01% 1775

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brookstone Capital Management's AJG Position: Q2 2026 in Review

Brookstone Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 11% in Q2 2026, buying an estimated $93.2K and bringing the position to 4,266 shares worth $979K. The position accounts for 0.01% of the portfolio, ranked #702.

Brookstone Capital Management first reported a position in AJG in Q2 2015 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Brookstone Capital Management held 4,266 shares of Arthur J. Gallagher & Co worth $979K as of Q2 2026.
  • Brookstone Capital Management bought 439 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $93.2K.
  • Arthur J. Gallagher & Co made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #702 holding.
  • Brookstone Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2015 and has held it in 19 quarters since.
  • Brookstone Capital Management's Arthur J. Gallagher & Co position peaked at $17.5M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.