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

Capital Investment Advisory Services’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
2025
Q4 		– Sell
-1,453
Closed -$450K – 1166
2025
Q3 		$450K Buy
1,453
+12
+0.8% +$3.62K 0.04% 386
2025
Q2 		$461K Buy
+1,441
New +$475K 0.04% 362
2019
Q3 		– Sell
-42
Closed -$4K – 1370
2019
Q2 		$4K Buy
+42
New +$3.5K ﹤0.01% 1164

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Investment Advisory Services's AJG Position: Q4 2025 in Review

Capital Investment Advisory Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,453 shares — an estimated $450K sold.

Capital Investment Advisory Services first reported a position in AJG in Q2 2019 and held it in 3 quarters. The position peaked at $461K in Q2 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Capital Investment Advisory Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,453 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $450K.
  • Capital Investment Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's Arthur J. Gallagher & Co position peaked at $461K in Q2 2025.
  • 1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Capital Investment Advisory Services's 13F filing for Q4 2025, filed 21 Jan 2026.