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

Capital Advisors Ltd’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	$3K	Buy	15 +6	+67%	+$1.27K	﹤0.01%	1027
2026 Q1	$2K	Sell	9 -3	-25%	-$693	﹤0.01%	1068
2025 Q4	$3K	Sell	12 -26	-68%	-$6.88K	﹤0.01%	996
2025 Q3	$12K	Buy	38 +19	+100%	+$5.73K	﹤0.01%	752
2025 Q2	$6K	Sell	19 -9	-32%	-$2.97K	﹤0.01%	876
2025 Q1	$10K	Buy	28 +9	+47%	+$2.84K	﹤0.01%	760
2024 Q4	$5K	Sell	19 -2	-10%	-$582	﹤0.01%	924
2024 Q3	$6K	Buy	21 +2	+11%	+$564	﹤0.01%	869
2024 Q2	$5K	Buy	19 +8	+73%	+$1.99K	﹤0.01%	897
2024 Q1	$3K	Buy	11 +3	+38%	+$721	﹤0.01%	951
2023 Q4	$2K	Hold	8	–	–	﹤0.01%	982
2023 Q3	$2K	Hold	8	–	–	﹤0.01%	979
2023 Q2	$2K	Hold	8	–	–	﹤0.01%	987
2023 Q1	$2K	Sell	8 -2	-20%	-$379	﹤0.01%	860
2022 Q4	$2K	Sell	10 -2	-17%	-$374	﹤0.01%	814
2022 Q3	$2K	Sell	12 -9	-43%	-$1.6K	﹤0.01%	798
2022 Q2	$3K	Buy	21 +12	+133%	+$1.99K	﹤0.01%	607
2022 Q1	$2K	Buy	9 +6	+200%	+$957	﹤0.01%	620
2021 Q4	$1K	Buy	+3	New	+$490	﹤0.01%	607

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 Ltd's AJG Position: Q2 2026 in Review

Capital Advisors Ltd increased its Arthur J. Gallagher & Co (AJG) stake by 67% in Q2 2026, buying an estimated $1.27K and bringing the position to 15 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Capital Advisors Ltd first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $12K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Capital Advisors Ltd held 15 shares of Arthur J. Gallagher & Co worth $3K as of Q2 2026.
Capital Advisors Ltd bought 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1027 holding.
Capital Advisors Ltd first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's Arthur J. Gallagher & Co position peaked at $12K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.