U.S. Capital Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

U.S. Capital Wealth 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
2026 Q1	$555K	Sell	2,563 -10,095	-80%	-$2.33M	0.01%	654
2025 Q4	$3.28M	Sell	12,658 -1,338	-10%	-$354K	0.09%	245
2025 Q3	$4.34M	Sell	13,996 -4,533	-24%	-$1.37M	0.12%	198
2025 Q2	$5.93M	Buy	18,529 +11,787	+175%	+$3.89M	0.17%	140
2025 Q1	$2.33M	Sell	6,742 -75	-1%	-$23.7K	0.07%	258
2024 Q4	$1.93M	Sell	6,817 -667	-9%	-$194K	0.06%	304
2024 Q3	$2.11M	Buy	7,484 +3	+0%	+$846	0.07%	240
2024 Q2	$1.94M	Buy	7,481 +37	+0.5%	+$9.18K	0.07%	244
2024 Q1	$1.86M	Sell	7,444 -13	-0.2%	-$3.13K	0.07%	247
2023 Q4	$1.68M	Buy	7,457 +212	+3%	+$50.2K	0.07%	259
2023 Q3	$1.65M	Sell	7,245 -614	-8%	-$137K	0.07%	233
2023 Q2	$1.73M	Sell	7,859 -272	-3%	-$56.6K	0.08%	237
2023 Q1	$1.56M	Buy	8,131 +304	+4%	+$57.7K	0.07%	240
2022 Q4	$1.48M	Buy	7,827 +6,534	+505%	+$1.22M	0.07%	261
2022 Q3	$221K	Buy	1,293 +3	+0.2%	+$533	0.01%	574
2022 Q2	$210K	Buy	1,290 +3	+0.2%	+$498	0.01%	617
2022 Q1	$225K	Buy	1,287 +90	+8%	+$14.3K	0.01%	651
2021 Q4	$203K	Buy	+1,197	New	+$196K	0.01%	682

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's AJG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 80% in Q1 2026, selling an estimated $2.33M and leaving 2,563 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #654.

U.S. Capital Wealth Advisors first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.93M in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

U.S. Capital Wealth Advisors held 2,563 shares of Arthur J. Gallagher & Co worth $555K as of Q1 2026.
U.S. Capital Wealth Advisors sold 10,095 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.33M.
Arthur J. Gallagher & Co made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #654 holding.
U.S. Capital Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Arthur J. Gallagher & Co position peaked at $5.93M in Q2 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.