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Summit Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Summit Financial’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 		$378K Buy
1,744
+220
+14% +$50.8K ﹤0.01% 1085
2025
Q4 		$394K Sell
1,524
-252
-14% -$66.7K 0.01% 966
2025
Q3 		$550K Sell
1,776
-954
-35% -$288K 0.01% 861
2025
Q2 		$874K Sell
2,730
-274
-9% -$90.3K 0.02% 435
2025
Q1 		$1.04M Sell
3,004
-718
-19% -$227K 0.03% 368
2024
Q4 		$1.06M Buy
+3,722
New +$1.08M 0.04% 304

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

Summit Financial's AJG Position: Q1 2026 in Review

Summit Financial increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q1 2026, buying an estimated $50.8K and bringing the position to 1,744 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Summit Financial first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2024. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Summit Financial held 1,744 shares of Arthur J. Gallagher & Co worth $378K as of Q1 2026.
  • Summit Financial bought 220 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $50.8K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1085 holding.
  • Summit Financial first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Arthur J. Gallagher & Co position peaked at $1.06M in Q4 2024.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.