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

Cornerstone Planning Group’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	$82.5K	Sell	340 -33	-9%	-$7.01K	0.01%	282
2026 Q1	$76.7K	Sell	373 -53	-12%	-$12.2K	0.01%	289
2025 Q4	$103K	Sell	426 -29	-6%	-$7.68K	0.02%	213
2025 Q3	$119K	Buy	455 +167	+58%	+$50.3K	0.02%	196
2025 Q2	$82.4K	Sell	288 -72	-20%	-$23.7K	0.02%	170
2025 Q1	$120K	Buy	360 +137	+61%	+$43.3K	0.03%	129
2024 Q4	$66.1K	Sell	223 -11	-5%	-$3.2K	0.02%	151
2024 Q3	$66.8K	Sell	234 -22	-9%	-$6.2K	0.02%	153
2024 Q2	$71K	Sell	256 -31	-11%	-$7.69K	0.02%	163
2024 Q1	$68.5K	Sell	287 -59	-17%	-$14.2K	0.02%	139
2023 Q4	$77.8K	Hold	346	–	–	0.03%	137
2023 Q3	$78.8K	Sell	346 -33	-9%	-$7.39K	0.03%	128
2023 Q2	$83.2K	Buy	+379	New	+$78.9K	0.03%	156
2022 Q4	$92K	Buy	+481	New	+$90K	0.04%	170

Other funds holding AJG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Cornerstone Planning Group's AJG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Arthur J. Gallagher & Co (AJG) stake by 8.8% in Q2 2026, selling an estimated $7.01K and leaving 340 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #282.

Cornerstone Planning Group first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $120K in Q1 2025. 722 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Cornerstone Planning Group held 340 shares of Arthur J. Gallagher & Co worth $82.5K as of Q2 2026.
Cornerstone Planning Group sold 33 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $7.01K.
Arthur J. Gallagher & Co made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #282 holding.
Cornerstone Planning Group first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Arthur J. Gallagher & Co position peaked at $120K in Q1 2025.
722 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.