CCM
AJG icon

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

Consolidated 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 		$218K Hold
1,005
– – 0.07% 67
2025
Q4 		$260K Buy
1,005
+330
+49% +$87.4K 0.08% 64
2025
Q3 		$209K Hold
675
– – 0.07% 51
2025
Q2 		$216K Sell
675
-150
-18% -$49.4K 0.08% 45
2025
Q1 		$285K Buy
+825
New +$261K 0.12% 40

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Consolidated Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 1,005 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #67.

Consolidated Capital Management first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Consolidated Capital Management held 1,005 shares of Arthur J. Gallagher & Co worth $218K as of Q1 2026.
  • Consolidated Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.07% of Consolidated Capital Management's portfolio in Q1 2026, its #67 holding.
  • Consolidated Capital Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • Consolidated Capital Management's Arthur J. Gallagher & Co position peaked at $285K in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

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