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Capital Analysts LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital Analysts LLC’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 		$11K Sell
47
-2
-4% -$425 ﹤0.01% 1265
2026
Q1 		$10K Buy
49
+2
+4% +$462 ﹤0.01% 1247
2025
Q4 		$12K Hold
47
– – ﹤0.01% 1202
2025
Q3 		$14K Hold
47
– – ﹤0.01% 1133
2025
Q2 		$15K Hold
47
– – ﹤0.01% 1070
2025
Q1 		$16K Buy
47
+20
+74% +$6.32K ﹤0.01% 1035
2024
Q4 		$8K Sell
27
-28
-51% -$8.15K ﹤0.01% 1088
2024
Q3 		$15K Buy
55
+27
+96% +$7.62K ﹤0.01% 949
2024
Q2 		$7K Sell
28
-22
-44% -$5.46K ﹤0.01% 996
2024
Q1 		$13K Buy
50
+3
+6% +$721 ﹤0.01% 888
2023
Q4 		$10K Buy
47
+37
+370% +$8.76K ﹤0.01% 897
2023
Q3 		$2K Buy
+10
New +$2.24K ﹤0.01% 1042
2022
Q4 		– Sell
-36
Closed -$6K – 1055
2022
Q3 		$6K Buy
+36
New +$6.39K ﹤0.01% 860
2022
Q1 		– Sell
-861
Closed -$146K – 933
2021
Q4 		$146K Buy
861
+397
+86% +$64.9K 0.01% 383
2021
Q3 		$69K Sell
464
-12
-3% -$1.72K ﹤0.01% 530
2021
Q2 		$67K Buy
476
+464
+3,867% +$65.6K ﹤0.01% 521
2021
Q1 		$1K Hold
12
– – ﹤0.01% 995
2020
Q4 		$1K Buy
+12
New +$1.37K ﹤0.01% 709

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

Capital Analysts LLC's AJG Position: Q2 2026 in Review

Capital Analysts LLC reduced its Arthur J. Gallagher & Co (AJG) stake by 4.1% in Q2 2026, selling an estimated $425 and leaving 47 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Capital Analysts LLC first reported a position in AJG in Q4 2020 and has held it in 18 quarters since. The position peaked at $146K in Q4 2021. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Capital Analysts LLC held 47 shares of Arthur J. Gallagher & Co worth $11K as of Q2 2026.
  • Capital Analysts LLC sold 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1265 holding.
  • Capital Analysts LLC first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 18 quarters since.
  • Capital Analysts LLC's Arthur J. Gallagher & Co position peaked at $146K in Q4 2021.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.