Cornerstone Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Cornerstone Advisors’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	$14.7M	Sell	63,877 -5,157	-7%	-$1.1M	0.48%	62
2026 Q1	$15M	Buy	69,034 +46,770	+210%	+$10.8M	0.55%	53
2025 Q4	$5.76M	Buy	22,264 +11,264	+102%	+$2.98M	0.19%	118
2025 Q3	$3.41M	Hold	11,000	–	–	0.11%	143
2025 Q2	$3.52M	Hold	11,000	–	–	0.12%	140
2025 Q1	$3.8M	Hold	11,000	–	–	0.16%	136
2024 Q4	$3.12M	Hold	11,000	–	–	0.12%	153
2024 Q3	$3.1M	Hold	11,000	–	–	0.12%	159
2024 Q2	$2.85M	Sell	11,000 -4,000	-27%	-$992K	0.12%	162
2024 Q1	$3.75M	Hold	15,000	–	–	0.16%	158
2023 Q4	$3.37M	Sell	15,000 -2,100	-12%	-$497K	0.15%	155
2023 Q3	$3.9M	Buy	17,100 +2,900	+20%	+$649K	0.18%	143
2023 Q2	$3.12M	Sell	14,200 -11,800	-45%	-$2.46M	0.15%	153
2023 Q1	$4.97M	Buy	+26,000	New	+$4.93M	0.23%	98

Other funds holding AJG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

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

Cornerstone Advisors's AJG Position: Q2 2026 in Review

Cornerstone Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 7.5% in Q2 2026, selling an estimated $1.1M and leaving 63,877 shares worth $14.7M. The position accounts for 0.48% of the portfolio, ranked #62.

Cornerstone Advisors first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $15M in Q1 2026. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Cornerstone Advisors held 63,877 shares of Arthur J. Gallagher & Co worth $14.7M as of Q2 2026.
Cornerstone Advisors sold 5,157 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.1M.
Arthur J. Gallagher & Co made up 0.48% of Cornerstone Advisors's portfolio in Q2 2026, its #62 holding.
Cornerstone Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
Cornerstone Advisors's Arthur J. Gallagher & Co position peaked at $15M in Q1 2026.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.