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Brown, Lisle/Cummings’s Arthur J. Gallagher & Co AJG Stock Holding History

Brown, Lisle/Cummings’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 		$6.93K Buy
32
+12
+60% +$2.77K ﹤0.01% 629
2025
Q4 		$5.18K Hold
20
– – ﹤0.01% 555
2025
Q3 		$6.2K Hold
20
– – ﹤0.01% 547
2025
Q2 		$6.4K Hold
20
– – ﹤0.01% 546
2025
Q1 		$6.91K Buy
+20
New +$6.32K ﹤0.01% 531

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's AJG Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Arthur J. Gallagher & Co (AJG) stake by 60% in Q1 2026, buying an estimated $2.77K and bringing the position to 32 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Brown, Lisle/Cummings first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. 1,246 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Brown, Lisle/Cummings held 32 shares of Arthur J. Gallagher & Co worth $6.93K as of Q1 2026.
  • Brown, Lisle/Cummings bought 12 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.77K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #629 holding.
  • Brown, Lisle/Cummings first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.