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AJG · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • AJG
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterAJGV
Q3 202015 holders, $2.2bn55 holders, $62.2bn
Q4 20207 holders, $3.5bn52 holders, $67.1bn
Q1 202111 holders, $3.7bn58 holders, $64.5bn
Q2 202116 holders, $4.5bn52 holders, $69.3bn
Q3 202119 holders, $4.8bn56 holders, $63.6bn
Q4 202118 holders, $5.3bn47 holders, $58.0bn
Q1 202217 holders, $5.1bn59 holders, $61.8bn
Q2 202210 holders, $4.9bn57 holders, $55.2bn
Q3 202216 holders, $5.2bn57 holders, $50.7bn
Q4 202217 holders, $5.8bn54 holders, $59.4bn
Q1 202317 holders, $5.6bn55 holders, $64.0bn
Q2 202314 holders, $6.1bn54 holders, $65.2bn
Q3 202314 holders, $6.7bn55 holders, $61.5bn
Q4 202312 holders, $6.2bn48 holders, $68.6bn
Q1 202414 holders, $6.7bn50 holders, $73.1bn
Q2 202412 holders, $7.5bn45 holders, $69.5bn
Q3 202414 holders, $8.3bn47 holders, $70.5bn
Q4 202433 holders, $12.4bn48 holders, $77.6bn
Q1 202521 holders, $14.2bn43 holders, $83.5bn
Q2 202522 holders, $13.2bn45 holders, $83.4bn
Q3 202516 holders, $11.5bn48 holders, $82.8bn
Q4 202514 holders, $10.4bn49 holders, $86.0bn
Q1 202617 holders, $10.7bn49 holders, $73.3bn
Q2 202616 holders, $11.6bn52 holders, $81.9bn
AJG

Gallagher Arthur J & Co

Holders
17
Reported value
$10.7bn
Buyers
17
Sellers
19

Breadth -2 among 91 comparable managers.

V

Visa Inc

Holders
49
Reported value
$73.3bn
Buyers
31
Sellers
27

Breadth +4 among 91 comparable managers.

Who holds both, Q1 2026

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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