Capital Advisors Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital Advisors Inc’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	$233K	Sell	1,016 -2	-0.2%	-$425	﹤0.01%	334
2026 Q1	$220K	Buy	1,018 +15	+1%	+$3.46K	﹤0.01%	331
2025 Q4	$260K	Sell	1,003 -1	-0.1%	-$265	﹤0.01%	289
2025 Q3	$311K	Sell	1,004 -4	-0.4%	-$1.21K	0.01%	250
2025 Q2	$323K	Sell	1,008 -3	-0.3%	-$989	0.01%	249
2025 Q1	$349K	Sell	1,011 -6	-0.6%	-$1.9K	0.01%	232
2024 Q4	$289K	Sell	1,017 -12	-1%	-$3.49K	0.01%	256
2024 Q3	$290K	Sell	1,029 -20	-2%	-$5.64K	0.01%	250
2024 Q2	$272K	Sell	1,049 -36	-3%	-$8.93K	0.01%	262
2024 Q1	$271K	Buy	1,085 +116	+12%	+$27.9K	0.01%	255
2023 Q4	$218K	Buy	+969	New	+$230K	﹤0.01%	273

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 $3.37T AUM 44.26% 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

Capital Advisors Inc's AJG Position: Q2 2026 in Review

Capital Advisors Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 0.2% in Q2 2026, selling an estimated $425 and leaving 1,016 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Capital Advisors Inc first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Capital Advisors Inc held 1,016 shares of Arthur J. Gallagher & Co worth $233K as of Q2 2026.
Capital Advisors Inc sold 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
Arthur J. Gallagher & Co made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #334 holding.
Capital Advisors Inc first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Capital Advisors Inc's Arthur J. Gallagher & Co position peaked at $349K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.