Capital Advisors, Ltd. LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 1597878
SHAKER HEIGHTS, OH
Position in AJG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,443
+$1,494 QoQ
Shares Held
15
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,221
of 1,284 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. AJG ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
148 | $49,090 | |
| 2 | WTW |
Willis Towers Watson PLC
|
118 | $30,841 | |
| 3 | BRO |
Brown & Brown, Inc.
|
466 | $29,893 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
162 | $27,000 | |
| 5 | ERIE |
Erie Indemnity Co
|
51 | $12,227 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
This page
|
15 | $3,443 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,376 | |
| 8 | CRD-A |
Crawford & Co
|
12 | $135 |
All Filings in AJG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,443 | 15 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,949 | 9 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,105 | 12 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,770 | 38 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,082 | 19 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,666 | 28 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,393 | 19 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,908 | 21 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,926 | 19 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,750 | 11 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2 | 8 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,823 | 8 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2 | 8 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 8 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,885 | 10 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,054 | 12 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,423 | 21 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,571 | 9 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $509 | 3 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||