Caprock Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1610769 BOISE, ID

Position in AJG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,657,077

-$1,256,944 QoQ

Shares Held

33,354

-3.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#303

of 1,289 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caprock Group, LLC holds $12,608,889 across 4 Insurance Brokers names. AJG ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	33,354	$7,657,077
2	MRSH	Marsh & Mclennan Companies, Inc.	15,753	$2,625,552
3	AON	Aon plc	4,989	$1,654,801
4	WTW	Willis Towers Watson PLC	2,569	$671,459

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,657,077	33,354	-3.2%	Shares	Sole	2026-07-27
2025-12-31	$8,914,021	34,445	+5.6%	Shares	Sole	2026-01-28
2025-09-30	$10,105,267	32,625	-1.5%	Shares	Sole	2025-11-06
2025-03-31	$11,430,205	33,108	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$9,426,090	33,208	+2.7%	Shares	Sole	2025-01-23
2024-06-30	$8,386,863	32,343	+11.0%	Shares	Sole	2024-08-06
2024-03-31	$7,287,665	29,146	-0.7%	Shares	Sole	2024-04-29
2023-12-31	$6,598,653	29,343	+0.5%	Shares	Sole	2024-01-18
2023-09-30	$6,654,416	29,195	-0.2%	Shares	Sole	2023-10-18
2023-06-30	$6,421,105	29,244	+0.1%	Shares	Sole	2023-08-10
2023-03-31	$5,587,973	29,209	-0.4%	Shares	Sole	2023-04-26
2022-12-31	$5,529,124	29,326	+2.8%	Shares	Sole	2023-01-23
2022-09-30	$4,884,221	28,526	+1.7%	Shares	Sole	2022-11-07
2022-06-30	$4,573,761	28,053	+1.4%	Shares	Sole	2022-07-26
2022-03-31	$4,829,959	27,663	+22.6%	Shares	Sole	2022-04-12
2021-12-31	$3,828,264	22,563	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.