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CAPTRUST FINANCIAL ADVISORS: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AJG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 22,868 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,868 shares
    Change vs previous 13F -16,325 shares

    0.01% of the 13F portfolio, value $5,249,718.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,193 shares
    Change vs previous 13F -72,116 shares

    0.01% of the 13F portfolio, value $8,488,390.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 111,309 shares
    Change vs previous 13F -1,980 shares

    0.05% of the 13F portfolio, value $28,805,745.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,289 shares
    Change vs previous 13F +203 shares

    0.07% of the 13F portfolio, value $35,090,255.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 113,086 shares
    Change vs previous 13F +972 shares

    0.08% of the 13F portfolio, value $36,201,070.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 112,114 shares
    Change vs previous 13F +99,520 shares

    0.1% of the 13F portfolio, value $38,706,216.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,594 shares
    Change vs previous 13F +1,357 shares

    0.01% of the 13F portfolio, value $3,574,679.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,237 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,161,704.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).