Boreal Capital Management LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2080094 MIAMI, FL

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$39,026

+$2,208 QoQ

Shares Held

170

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,114

of 1,289 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Boreal Capital Management LLC holds $247,356 across 4 Insurance Brokers names. AJG ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRO	Brown & Brown, Inc.	2,458	$157,680
2	AJG	Arthur J. Gallagher & Co. This page	170	$39,026
3	AON	Aon plc	111	$36,817
4	MRSH	Marsh & Mclennan Companies, Inc.	83	$13,833

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,026	170	0.0%	Shares	Sole	2026-08-13
2026-03-31	$36,818	170	0.0%	Shares	Sole	2026-05-14
2025-12-31	$43,994	170	0.0%	Shares	Sole	2026-02-17
2025-09-30	$52,655	170	0.0%	Shares	Sole	2026-02-13
2025-06-30	$54,420	170	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.