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 Q2	$66.8K	Hold	291	–	–	0.04%	140
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

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 $3.38T AUM 44.17% 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

Lugano Financial Advisors SA (LFA)'s AJG Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 291 shares worth $66.8K. The position accounts for 0.04% of the portfolio, ranked #140.

Lugano Financial Advisors SA (LFA) first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $132K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 291 shares of Arthur J. Gallagher & Co worth $66.8K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.04% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #140 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
Lugano Financial Advisors SA (LFA)'s Arthur J. Gallagher & Co position peaked at $132K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.