CMAI
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Capital Management Associates Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital Management Associates Inc’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
Q2 		– Sell
-1,140
Closed -$394K – 119
2025
Q1 		$394K Buy
+1,140
New +$360K 0.09% 86

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JP Morgan Chase New York $1.56T AUM 27.86% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Management Associates Inc's AJG Position: Q2 2025 in Review

Capital Management Associates Inc sold out of Arthur J. Gallagher & Co (AJG) in Q2 2025, closing a stake of 1,140 shares — an estimated $394K sold.

Capital Management Associates Inc first reported a position in AJG in Q1 2025 and held it in 1 quarter. The position peaked at $394K in Q1 2025. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Capital Management Associates Inc reported no remaining Arthur J. Gallagher & Co position as of Q2 2025 after selling out during the quarter.
  • Capital Management Associates Inc sold 1,140 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $394K.
  • Capital Management Associates Inc first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 1 quarter.
  • Capital Management Associates Inc's Arthur J. Gallagher & Co position peaked at $394K in Q1 2025.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Capital Management Associates Inc's 13F filing for Q2 2025, filed 23 Jul 2025.