Cape Investment Advisory, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1944437 MCDONOUGH, GA

Position in AJG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$989,675

+$963,797 QoQ

Shares Held

4,311

+4211.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#607

of 1,289 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $1,065,003 across 6 Insurance Brokers names. AJG ranks #1 (92.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	4,311	$989,675
2	AON	Aon plc	201	$66,668
3	MRSH	Marsh & Mclennan Companies, Inc.	25	$4,166
4	BRO	Brown & Brown, Inc.	33	$2,116
5	BWIN	Baldwin Insurance Group, Inc.	60	$1,594
6	WTW	Willis Towers Watson PLC	3	$784

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$989,675	4,311	+4211.0%	Shares	Sole	2026-07-23
2025-12-31	$25,878	100	+316.7%	Shares	Defined	2026-02-17
2025-09-30	$7,433	24	+200.0%	Shares	Sole	2025-12-29
2025-06-30	$2,560	8	-75.8%	Shares	Sole	2025-08-19
2025-03-31	$11,392	33	-21.4%	Shares	Sole	2025-05-16
2024-12-31	$11,921	42	+10.5%	Shares	Sole	2025-02-05
2024-09-30	$10,692	38	0.0%	Shares	Sole	2024-11-14
2024-06-30	$9,853	38	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.