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Lugano Financial Advisors SA (LFA)’s Arthur J. Gallagher & Co AJG Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$63K Hold
291
– – 0.03% 129
2025
Q4 		$75.3K Hold
291
– – 0.04% 132
2025
Q3 		$90.1K Hold
291
– – 0.05% 120
2025
Q2 		$93.2K Hold
291
– – 0.06% 116
2025
Q1 		$100K Sell
291
-174
-37% -$55K 0.07% 104
2024
Q4 		$132K Hold
465
– – 0.09% 96
2024
Q3 		$131K Buy
465
+70
+18% +$19.7K 0.09% 99
2024
Q2 		$102K Hold
395
– – 0.08% 101
2024
Q1 		$98.8K Buy
+395
New +$95K 0.07% 107

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

Lugano Financial Advisors SA (LFA)'s AJG Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 291 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #129.

Lugano Financial Advisors SA (LFA) first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $132K in Q4 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 291 shares of Arthur J. Gallagher & Co worth $63K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.03% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #129 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
  • Lugano Financial Advisors SA (LFA)'s Arthur J. Gallagher & Co position peaked at $132K in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.