This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AJG/capital-change-brief"
Use Arkolith's capital_change_brief for AJG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $4.2B | 19.6M | ▼−3.7% Reduced · −745K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $4.2B | 19.3M | ▲+0.3% Added · +68K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.6B | 16.7M | ▲New +16.7M sh | Q1 2026 | |
| 4 | FMR LLC | $3.2B | 14.6M | ▼−3.2% Reduced · −490K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 12.4M | ▲New +12.4M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $2.4B | 11.0M | ▲+0.2% Added · +20K sh | Q1 2026 | |
| 7 | NORGES BANK | $1.9B | 7.4M | ▲+55% Added · +2.6M sh | Q4 2025 | |
| 8 | DODGE & COX | $1.6B | 7.4M | ▲+735% Added · +6.5M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 6.2M | ▲+3.8% Added · +229K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $878.5M | 4.1M | ▼−48% Reduced · −3.7M sh | Q1 2026 | |
| 11 | PRINCIPAL FINANCIAL GROUP INC | $702.2M | 3.2M | ▲+14% Added · +409K sh | Q1 2026 | |
| 12 | EAGLE CAPITAL MANAGEMENT LLC | $577.3M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 13 | GTCR LLC | $514.1M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $482.9M | 2.2M | ▼~0% Reduced · −443 sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $457.2M | 2.1M | ▲+3.2% Added · +66K sh | Q1 2026 | |
| 16 | JANUS HENDERSON GROUP PLC | $426.9M | 2.0M | ▲+5.4% Added · +101K sh | Q1 2026 | |
| 17 | FRANKLIN RESOURCES INC | $423.2M | 2.0M | ▲+401% Added · +1.6M sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $423.0M | 2.0M | ▲+14% Added · +242K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $401.6M | 1.9M | ▲+23% Added · +346K sh | Q1 2026 | |
| 20 | BROWN ADVISORY INC | $342.3M | 1.6M | ▼−22% Reduced · −448K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $314.0M | 1.4M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $313.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $298.8M | 1.4M | ▲+114% Added · +735K sh | Q1 2026 | |
| 24 | Legal & General Group Plc | $297.5M | 1.4M | ▲+0.3% Added · +4K sh | Q1 2026 | |
| 25 | Mitsubishi UFJ Asset Management Co., Ltd. | $281.9M | 1.3M | ▼−57% Reduced · −1.8M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Jain Vishal | VICE PRESIDENT | Option exercise (M) | 2K | $0 |
| Jul 1, 2026 | Jain Vishal | VICE PRESIDENT | Option exercise (M) | 2K | $496K |
| Jul 1, 2026 | Pesch Michael Robert | Vice President | Option exercise (M) | 356 | $0 |
| Jul 1, 2026 | Pesch Michael Robert | Vice President | Option exercise (M) | 356 | $82K |
| Jul 1, 2026 | GALLAGHER THOMAS JOSEPH | President | Option exercise (M) | 352 | $0 |
| Jul 1, 2026 | GALLAGHER THOMAS JOSEPH | President | Option exercise (M) | 352 | $81K |
| Jun 22, 2026 | HOWELL DOUGLAS K | VP & Chief Financial Officer | Discretionary (I) | 13K | $2.7M |
| Jun 2, 2026 | CARY RICHARD C | Controller, CAO | Sell (S) | 3K | $618K |
| Jun 1, 2026 | JOHNSON DAVID S | Director | Grant (A) | 237 | $49K |
| Jun 1, 2026 | Miskel Christopher C. | Director | Grant (A) | 194 | $40K |
| May 26, 2026 | Gallagher Patrick Murphy | Chief Operating Officer | Gift (G) | 15K | $0 |
| May 26, 2026 | GALLAGHER J PATRICK JR | CEO, Director | Gift (G) | 15K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 385 funds | $294.5B |
| META PLATFORMS INC-CLASS AMETA | 383 funds | $121.7B |
| AMAZON.COM INCAMZN | 381 funds | $223.9B |
| ALPHABET INC-CL AGOOGL | 379 funds | $188.2B |
| NVIDIA CORPNVDA | 378 funds | $403.3B |
| APPLE INCAAPL | 377 funds | $309.2B |
| VISA INC-CLASS A SHARESV | 376 funds | $64.2B |
| JPMORGAN CHASE & COJPM | 375 funds | $79.1B |
| BROADCOM INCAVGO | 373 funds | $153.4B |
| HOME DEPOT INCHD | 367 funds | $35.0B |
| ALPHABET INC-CL CGOOG | 365 funds | $130.9B |
| ELI LILLY & COLLY | 365 funds | $76.7B |
Ranked by how many of AJG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AJG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.