Capital Investment Advisors
AJG icon

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

Capital Investment Advisors’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 		$206K Sell
896
-55
-6% -$11.7K ﹤0.01% 753
2026
Q1 		$206K Buy
+951
New +$220K ﹤0.01% 709
2025
Q4 		– Sell
-828
Closed -$257K – 738
2025
Q3 		$257K Buy
+828
New +$250K ﹤0.01% 633

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 $3.38T AUM 44.17% 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 Investment Advisors's AJG Position: Q2 2026 in Review

Capital Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 5.8% in Q2 2026, selling an estimated $11.7K and leaving 896 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Capital Investment Advisors first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $257K in Q3 2025. 1,294 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Capital Investment Advisors held 896 shares of Arthur J. Gallagher & Co worth $206K as of Q2 2026.
  • Capital Investment Advisors sold 55 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $11.7K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #753 holding.
  • Capital Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's Arthur J. Gallagher & Co position peaked at $257K in Q3 2025.
  • 1,294 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.