Cumberland Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Cumberland Partners’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	–	Sell	-19,022	Closed	-$4.92M	–	159
2025 Q4	$4.92M	Sell	19,022 -63,571	-77%	-$16.8M	0.3%	65
2025 Q3	$25.6M	Sell	82,593 -901	-1%	-$272K	1.67%	19
2025 Q2	$26.7M	Sell	83,494 -8,662	-9%	-$2.86M	1.85%	18
2025 Q1	$31.8M	Sell	92,156 -821	-0.9%	-$259K	2.45%	14
2024 Q4	$26.4M	Sell	92,977 -394	-0.4%	-$115K	1.84%	19
2024 Q3	$26.3M	Sell	93,371 -322	-0.3%	-$90.8K	1.82%	19
2024 Q2	$24.3M	Sell	93,693 -2,104	-2%	-$522K	1.77%	23
2024 Q1	$24M	Sell	95,797 -201	-0.2%	-$48.3K	1.74%	22
2023 Q4	$21.9M	Sell	95,998 -7,600	-7%	-$1.8M	2%	18
2023 Q3	$23.6M	Sell	103,598 -2,949	-3%	-$660K	2.27%	18
2023 Q2	$23.4M	Sell	106,547 -3,390	-3%	-$705K	2.15%	19
2023 Q1	$21M	Buy	109,937 +5,532	+5%	+$1.05M	2.06%	19
2022 Q4	$19.7M	Buy	104,405 +97,990	+1,528%	+$18.3M	2.07%	17
2022 Q3	$1.1M	Buy	6,415 +2,565	+67%	+$455K	0.12%	95
2022 Q2	$628K	Buy	+3,850	New	+$639K	0.06%	127

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cumberland Partners's AJG Position: Q1 2026 in Review

Cumberland Partners sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 19,022 shares — an estimated $4.92M sold.

Cumberland Partners first reported a position in AJG in Q2 2022 and held it in 15 quarters. The position peaked at $31.8M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Cumberland Partners reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Cumberland Partners sold 19,022 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $4.92M.
Cumberland Partners first reported a position in Arthur J. Gallagher & Co in Q2 2022 and held it in 15 quarters.
Cumberland Partners's Arthur J. Gallagher & Co position peaked at $31.8M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.