Capital Group Private Client Services, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1857666
Los Angeles, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,950,224
-$503,643 QoQ
Shares Held
25,919
-13.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#331
of 1,284 holders
Holding Since
Sep 2021
20 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 Group Private Client Services, Inc. holds $28,984,065 across 3 Insurance Brokers names. AJG ranks #2 (20.5% of the industry book) .
All Filings in AJG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,950,224 | 25,919 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,453,867 | 29,799 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,581,628 | 44,753 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $14,252,995 | 46,016 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $63,538,698 | 198,484 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $69,977,040 | 202,691 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $59,353,318 | 209,101 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $60,024,380 | 213,329 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $57,302,842 | 220,982 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,843,753 | 231,338 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $56,475,688 | 251,137 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $58,146,766 | 255,108 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $56,321,461 | 256,508 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,874,157 | 255,471 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $22,028,636 | 116,838 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,947,814 | 116,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,948,182 | 116,218 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,456,136 | 117,160 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $19,583,990 | 115,424 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,405,577 | 117,091 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||