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

Capstone 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
2025
Q4 		– Sell
-1,844
Closed -$571K – 1550
2025
Q3 		$571K Sell
1,844
-55,330
-97% -$16.7M ﹤0.01% 1299
2025
Q2 		$18.3M Buy
+57,174
New +$18.8M 0.05% 154
2025
Q1 		– Sell
-5,057
Closed -$1.44M – 1334
2024
Q4 		$1.44M Buy
5,057
+925
+22% +$269K ﹤0.01% 950
2024
Q3 		$1.16M Sell
4,132
-2,138
-34% -$603K ﹤0.01% 918
2024
Q2 		$1.63M Buy
6,270
+2,375
+61% +$589K 0.01% 799
2024
Q1 		$974K Buy
3,895
+3,620
+1,316% +$870K ﹤0.01% 1166
2023
Q4 		$61.8K Sell
275
-303
-52% -$71.8K ﹤0.01% 1989
2023
Q3 		$132K Sell
578
-1,151
-67% -$258K ﹤0.01% 1907
2023
Q2 		$380K Buy
+1,729
New +$360K ﹤0.01% 1289
2022
Q1 		– Sell
-135,000
Closed -$21.5M – 2047
2021
Q4 		$22.9M Buy
135,000
+134,935
+207,592% +$22M 0.04% 397
2021
Q3 		$10K Buy
+65
New +$9.3K ﹤0.01% 1938
2017
Q1 		– Sell
-11,600
Closed -$602K – 852
2016
Q4 		$602K Buy
+11,600
New +$583K 0.02% 542
2016
Q3 		– Sell
-96,185
Closed -$4.58M – 721
2016
Q2 		$4.58M Buy
96,185
+66,485
+224% +$3.08M 0.09% 147
2016
Q1 		$1.32M Buy
29,700
+5,106
+21% +$204K 0.04% 257
2015
Q4 		$1.01M Buy
24,594
+13,494
+122% +$580K 0.03% 242
2015
Q3 		$458K Buy
+11,100
New +$503K 0.01% 280

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 $2.3T AUM 54.33% 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

Capstone Investment Advisors's AJG Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 1,844 shares — an estimated $571K sold.

Capstone Investment Advisors first reported a position in AJG in Q3 2015 and held it in 16 quarters. The position peaked at $22.9M in Q4 2021. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,844 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $571K.
  • Capstone Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2015 and held it in 16 quarters.
  • Capstone Investment Advisors's Arthur J. Gallagher & Co position peaked at $22.9M in Q4 2021.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.