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Cape Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Cape Investment Advisory’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 		$990K Buy
+4,311
New +$915K 0.26% 68
2026
Q1 		– Sell
-100
Closed -$25.9K – 256
2025
Q4 		$25.9K Buy
100
+76
+317% +$20.1K 0.01% 560
2025
Q3 		$7.43K Buy
24
+16
+200% +$4.82K 0.01% 455
2025
Q2 		$2.56K Sell
8
-25
-76% -$8.24K ﹤0.01% 901
2025
Q1 		$11.4K Sell
33
-9
-21% -$2.84K ﹤0.01% 575
2024
Q4 		$11.9K Buy
42
+4
+11% +$1.16K ﹤0.01% 547
2024
Q3 		$10.7K Hold
38
– – ﹤0.01% 551
2024
Q2 		$9.85K Buy
+38
New +$9.43K ﹤0.01% 527

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cape Investment Advisory's AJG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 4,311 shares worth $990K. The stake represents 0.26% of the portfolio and ranks #68 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AJG as recently as Q4 2025.

Cape Investment Advisory first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cape Investment Advisory held 4,311 shares of Arthur J. Gallagher & Co worth $990K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Cape Investment Advisory position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.26% of Cape Investment Advisory's portfolio in Q2 2026, its #68 holding.
  • Cape Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.