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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.9K Buy
56
+30
+115% +$6.37K 0.01% 397
2026
Q1
$5.63K Sell
26
-4
-13% -$924 0.01% 448
2025
Q4
$7.76K Buy
+30
New +$7.94K 0.01% 336

Other funds holding AJG

Cornerstone Financial Management's AJG Position: Q2 2026 in Review

Cornerstone Financial Management increased its Arthur J. Gallagher & Co (AJG) stake by 115% in Q2 2026, buying an estimated $6.37K and bringing the position to 56 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #397.

Cornerstone Financial Management first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cornerstone Financial Management held 56 shares of Arthur J. Gallagher & Co worth $12.9K as of Q2 2026.
  • Cornerstone Financial Management bought 30 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.37K.
  • Arthur J. Gallagher & Co made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #397 holding.
  • Cornerstone Financial Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.