AJG in the 13F filings
Gallagher Arthur J & Co · CUSIP 363576109
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 34
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 14 listed it in both
- Shares listed
- 42,136,476
- combined, among listed positions
- Reported value
- $10.9bn
- combined, at the quarter end
Among the 92 comparable managers: 20 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,051,000.
Managers listing AJG in Q4 2025
34 of 34 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 15,110,682 shares now+2,578,081
- Viking Global Investors LPnew position · 1,040,977 shares now+1,040,977
- Dodge & Coxnew position · 880,585 shares now+880,585
- Capital World Investorsexisting position · 12,613,371 shares now+830,252
- Woodline Partners LPnew position · 535,602 shares now+535,602
Reductions
- MFS Investment Managementexisting position · 134,912 shares now-1,198,267
- Balyasny Asset Management LLCexisting position · 11,370 shares now-617,139
- Renaissance Technologies LLCexisting position · 4,320 shares now-396,180
- Wellington Management Group LLPexisting position · 2,965,983 shares now-304,824
- AllianceBernstein LPexisting position · 793,108 shares now-242,524
New positions and exits
New (8)
Exited (4)
- Moore Capital Management LPwas $45m
- Bridgewater Associates LPwas $12m
- Man Group PLCwas $855k
- Brevan Howard Capital Management LPwas $388k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $597m | n.a. | n.a. |
| Q3 2013 | 10 | $591m | n.a. | n.a. |
| Q4 2013 | 6 | $257m | n.a. | n.a. |
| Q1 2014 | 2 | $169m | n.a. | n.a. |
| Q2 2014 | 8 | $331m | n.a. | n.a. |
| Q3 2014 | 7 | $228m | n.a. | n.a. |
| Q4 2014 | 8 | $285m | n.a. | n.a. |
| Q1 2015 | 10 | $266m | n.a. | n.a. |
| Q2 2015 | 5 | $244m | n.a. | n.a. |
| Q3 2015 | 11 | $285m | n.a. | n.a. |
| Q4 2015 | 6 | $112m | n.a. | n.a. |
| Q1 2016 | 9 | $252m | n.a. | n.a. |
| Q2 2016 | 5 | $167m | n.a. | n.a. |
| Q3 2016 | 3 | $259m | n.a. | n.a. |
| Q4 2016 | 4 | $240m | n.a. | n.a. |
| Q1 2017 | 7 | $393m | n.a. | n.a. |
| Q2 2017 | 12 | $652m | n.a. | n.a. |
| Q3 2017 | 8 | $702m | n.a. | n.a. |
| Q4 2017 | 9 | $1.1bn | n.a. | n.a. |
| Q1 2018 | 16 | $1.4bn | n.a. | n.a. |
| Q2 2018 | 14 | $1.4bn | n.a. | n.a. |
| Q3 2018 | 12 | $1.3bn | n.a. | n.a. |
| Q4 2018 | 14 | $1.3bn | n.a. | n.a. |
| Q1 2019 | 16 | $1.2bn | n.a. | n.a. |
| Q2 2019 | 12 | $1.5bn | n.a. | n.a. |
| Q3 2019 | 10 | $1.7bn | n.a. | n.a. |
| Q4 2019 | 11 | $1.7bn | n.a. | n.a. |
| Q1 2020 | 10 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 6 | $1.9bn | n.a. | n.a. |
| Q3 2020 | 15 | $2.2bn | n.a. | n.a. |
| Q4 2020 | 7 | $3.5bn | n.a. | n.a. |
| Q1 2021 | 11 | $3.7bn | n.a. | n.a. |
| Q2 2021 | 16 | $4.5bn | n.a. | n.a. |
| Q3 2021 | 19 | $4.8bn | n.a. | n.a. |
| Q4 2021 | 18 | $5.3bn | n.a. | n.a. |
| Q1 2022 | 17 | $5.1bn | n.a. | n.a. |
| Q2 2022 | 10 | $4.9bn | n.a. | n.a. |
| Q3 2022 | 16 | $5.2bn | n.a. | n.a. |
| Q4 2022 | 17 | $5.8bn | n.a. | n.a. |
| Q1 2023 | 17 | $5.6bn | n.a. | n.a. |
| Q2 2023 | 14 | $6.1bn | n.a. | n.a. |
| Q3 2023 | 14 | $6.7bn | n.a. | n.a. |
| Q4 2023 | 12 | $6.2bn | 6 | 7 |
| Q1 2024 | 14 | $6.7bn | 7 | 7 |
| Q2 2024 | 12 | $7.5bn | 6 | 6 |
| Q3 2024 | 14 | $8.3bn | 7 | 7 |
| Q4 2024 | 33 | $12.4bn | 26 | 5 |
| Q1 2025 | 21 | $14.2bn | 13 | 13 |
| Q2 2025 | 22 | $13.2bn | 15 | 8 |
| Q3 2025 | 16 | $11.5bn | 6 | 12 |
| Q4 2025 | 14 | $10.4bn | 20 | 17 |
| Q1 2026 | 17 | $10.7bn | 17 | 19 |
| Q2 2026 | 16 | $11.6bn | 20 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
AJG and V →AJG and AXP →AJG and BAC →Choose a stock to compare with AJG →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AJG, latest filings →Back to the 13F Explorer →