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
-4,300
Closed -$1.22M – 1335
2024
Q4 		$1.22M Buy
4,300
+1,700
+65% +$495K ﹤0.01% 999
2024
Q3 		$732K Buy
2,600
+1,500
+136% +$423K ﹤0.01% 1083
2024
Q2 		$285K Sell
1,100
-400
-27% -$99.2K ﹤0.01% 1600
2024
Q1 		$375K Sell
1,500
-700
-32% -$168K ﹤0.01% 1715
2023
Q4 		$495K Sell
2,200
-800
-27% -$189K ﹤0.01% 1346
2023
Q3 		$684K Buy
3,000
+500
+20% +$112K ﹤0.01% 1163
2023
Q2 		$549K Buy
+2,500
New +$520K ﹤0.01% 1117
2023
Q1 		– Sell
-5,600
Closed -$1.06M – 1548
2022
Q4 		$1.06M Hold
5,600
– – 0.01% 910
2022
Q3 		$959K Buy
+5,600
New +$994K 0.01% 1047
2022
Q2 		– Sell
-12,600
Closed -$2.2M – 1800
2022
Q1 		$2.2M Sell
12,600
-46,600
-79% -$7.43M 0.01% 1012
2021
Q4 		$10M Sell
59,200
-31,400
-35% -$5.13M 0.02% 604
2021
Q3 		$13.5M Buy
90,600
+83,800
+1,232% +$12M 0.03% 527
2021
Q2 		$953K Sell
6,800
-1,800
-21% -$254K ﹤0.01% 1243
2021
Q1 		$1.07M Sell
8,600
-28,800
-77% -$3.48M ﹤0.01% 1095
2020
Q4 		$4.63M Buy
37,400
+5,900
+19% +$672K 0.02% 616
2020
Q3 		$3.33M Buy
31,500
+7,200
+30% +$747K 0.02% 636
2020
Q2 		$2.37M Buy
+24,300
New +$2.15M 0.02% 658
2020
Q1 		– Sell
-2,600
Closed -$248K – 1115
2019
Q4 		$248K Sell
2,600
-100
-4% -$9.16K ﹤0.01% 1241
2019
Q3 		$242K Buy
+2,700
New +$243K ﹤0.01% 1204

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.