Skip to content
Disclosery

Nelson Capital Management, LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nelson Capital Management, LLC on AJG, newest first. How the timeline and the estimate are built.

Nelson Capital Management, LLC held 12,636 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,636 shares
    Change vs previous 13F -272 shares

    0.32% of the 13F portfolio, value $2,900,847.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, LLC
    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 12,908 shares
    Change vs previous 13F -179 shares

    0.34% of the 13F portfolio, value $2,795,615.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, LLC
    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 13,087 shares
    Change vs previous 13F -256 shares

    0.4% of the 13F portfolio, value $3,386,785.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, LLC
    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 13,343 shares
    Change vs previous 13F +174 shares

    0.49% of the 13F portfolio, value $4,132,861.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, LLC
    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 13,169 shares
    Change vs previous 13F +157 shares

    0.56% of the 13F portfolio, value $4,215,661.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, LLC
    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 13,012 shares
    Change vs previous 13F -573 shares

    0.78% of the 13F portfolio, value $4,492,263.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, LLC
    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 13,585 shares
    Change vs previous 13F -203 shares

    0.64% of the 13F portfolio, value $3,856,103.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, LLC
    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 13,788 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,879,530.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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