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Morton Brown Family Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Morton Brown Family Wealth’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 		$1.15K Buy
+5
New +$1.06K ﹤0.01% 296
2022
Q1 		– Sell
-6
Closed -$1K – 144
2021
Q4 		$1K Buy
+6
New +$980 ﹤0.01% 183

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Morton Brown Family Wealth's AJG Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 5 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in AJG as recently as Q4 2021.

Morton Brown Family Wealth first reported a position in AJG in Q4 2021 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Morton Brown Family Wealth held 5 shares of Arthur J. Gallagher & Co worth $1.15K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Morton Brown Family Wealth position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #296 holding.
  • Morton Brown Family Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.