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Cox Capital Mgt LLC: AJG position timeline

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

Cox Capital Mgt LLC held 0 AJG shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,316 shares

    13F-HR 0001748728-26-000001 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 7,316 shares
    Change vs previous 13F +213 shares

    1.48% of the 13F portfolio, value $2,266,195.

    13F-HR 0001748728-25-000005 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 7,103 shares
    Change vs previous 13F -196 shares

    1.55% of the 13F portfolio, value $2,273,912.

    13F-HR 0001748728-25-000003 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 7,299 shares
    Change vs previous 13F -167 shares

    1.84% of the 13F portfolio, value $2,519,976.

    13F-HR 0001748728-25-000002 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 7,466 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,119,249.

    13F-HR 0001748728-25-000001 filed by Cox Capital Mgt LLC
    Filed (acceptance time not in the bulk data set), ingested

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