U.S. Capital Wealth Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1808915 AUSTIN, TX

Position in AJG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$555,094

-$2,720,669 QoQ

Shares Held

2,563

-79.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $1,820,766 across 3 Insurance Brokers names. AJG ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,286	$1,060,655
2	AJG	Arthur J. Gallagher & Co. This page	2,563	$555,094
3	MRSH	Marsh & Mclennan Companies, Inc.	1,182	$205,017

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$555,094	2,563	-79.8%	Shares	Sole	2026-04-07
2025-12-31	$3,275,763	12,658	-9.6%	Shares	Sole	2026-01-23
2025-09-30	$4,335,121	13,996	-24.5%	Shares	Sole	2025-10-09
2025-06-30	$5,931,503	18,529	+174.8%	Shares	Sole	2025-07-14
2025-03-31	$2,327,608	6,742	-1.1%	Shares	Sole	2025-04-29
2024-12-31	$1,935,005	6,817	-8.9%	Shares	Sole	2025-01-24
2024-09-30	$2,105,773	7,484	+0.0%	Shares	Sole	2024-10-22
2024-06-30	$1,939,898	7,481	+0.5%	Shares	Sole	2024-07-11
2024-03-31	$1,861,297	7,444	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$1,676,930	7,457	+2.9%	Shares	Sole	2024-02-06
2023-09-30	$1,651,352	7,245	-7.8%	Shares	Sole	2023-10-19
2023-06-30	$1,725,600	7,859	-3.3%	Shares	Sole	2023-08-04
2023-03-31	$1,555,541	8,131	+3.9%	Shares	Sole	2023-05-11
2022-12-31	$1,475,702	7,827	+505.3%	Shares	Sole	2023-02-03
2022-09-30	$221,387	1,293	+0.2%	Shares	Sole	2022-11-01
2022-06-30	$210,321	1,290	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$224,710	1,287	+7.5%	Shares	Sole	2022-05-12
2021-12-31	$203,094	1,197	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.