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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors's AJG Position: Q1 2026 in Review

Capital Investment Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 951 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #709 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in AJG as recently as Q3 2025.

Capital Investment Advisors first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. The position peaked at $257K in Q3 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Capital Investment Advisors held 951 shares of Arthur J. Gallagher & Co worth $206K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Capital Investment Advisors position in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #709 holding.
  • Capital Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • Capital Investment Advisors's Arthur J. Gallagher & Co position peaked at $257K in Q3 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.