Capital Investment Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1582732
ATLANTA, GA
Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$205,694
-$273 QoQ
Shares Held
896
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,021
of 1,284 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $43,891,490 across 4 Insurance Brokers names. AJG ranks #4 (0.5% of the industry book) .
All Filings in AJG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,694 | 896 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $205,967 | 951 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $256,464 | 828 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||