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
Q1 		– Sell
-2,000
Closed -$568K – 1333
2024
Q4 		$568K Buy
2,000
+1,400
+233% +$407K ﹤0.01% 1271
2024
Q3 		$169K Buy
600
+400
+200% +$113K ﹤0.01% 1623
2024
Q2 		$51.9K Buy
+200
New +$49.6K ﹤0.01% 1950
2023
Q1 		– Sell
-1,200
Closed -$226K – 1547
2022
Q4 		$226K Hold
1,200
– – ﹤0.01% 1280
2022
Q3 		$205K Buy
+1,200
New +$213K ﹤0.01% 1463
2022
Q2 		– Sell
-3,300
Closed -$576K – 1799
2022
Q1 		$576K Sell
3,300
-7,000
-68% -$1.12M ﹤0.01% 1459
2021
Q4 		$1.75M Sell
10,300
-7,100
-41% -$1.16M ﹤0.01% 1154
2021
Q3 		$2.59M Buy
17,400
+16,600
+2,075% +$2.38M 0.01% 1105
2021
Q2 		$112K Sell
800
-700
-47% -$98.9K ﹤0.01% 1551
2021
Q1 		$187K Sell
1,500
-11,200
-88% -$1.35M ﹤0.01% 1451
2020
Q4 		$1.57M Buy
12,700
+1,800
+17% +$205K 0.01% 944
2020
Q3 		$1.15M Buy
10,900
+5,700
+110% +$591K 0.01% 974
2020
Q2 		$507K Buy
+5,200
New +$460K ﹤0.01% 1094
2020
Q1 		– Sell
-3,800
Closed -$362K – 1114
2019
Q4 		$362K Sell
3,800
-600
-14% -$55K ﹤0.01% 1195
2019
Q3 		$394K Buy
+4,400
New +$396K ﹤0.01% 1136

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

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. 1,298 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.
  • 1,298 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.