Andreas Halvorsen - Viking Global Investors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    77
Portfolio value:    $35,748,670,967
Holdings Activity Buys Sells    History
Holding/activity history for  Arthur J. Gallagher & Co. (AJG)
← All AJG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 727,441 0.44 Reduce 30.12% 0.21 $190.75–231.10 · VW $207.65i $157,549,172 SEC
2025   Q4 1,040,977 0.71 Buy 0.71 $195.00–266.87 · VW $230.02i $269,394,438 SEC
2025   Q3 0 0.00 Sell 100.00% 0.67 $239.47–313.55 · VW $266.88i SEC
2025   Q2 725,795 0.67 Add 8.89% 0.05 $277.53–351.23 · VW $310.50i $232,341,495 SEC
2025   Q1 666,552 0.73 Buy 0.73 $301.21–350.70 · VW $333.12i $230,120,412 SEC
2023   Q4 0 0.00 Sell 100.00% 0.89 $218.63–249.48 · VW $237.35i SEC
2023   Q3 957,820 0.89 Add 16.45% 0.13 $223.35–254.00 · VW $242.12i $218,315,913 SEC
2023   Q2 822,515 0.74 Buy 0.74 $198.52–232.41 · VW $220.47i $180,599,619 SEC
2020   Q2 0 0.00 Sell 100.00% 0.49 $92.49–109.34 · VW $102.38i SEC
2020   Q1 1,158,751 0.49 Buy 0.49 $65.09–106.30 · VW $88.56i $94,450,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.21 $83.68–92.74 · VW $89.04i SEC
2019   Q1 475,830 0.21 Reduce 60.37% 0.31 $76.65–84.84 · VW $81.90i $37,162,000 SEC
2018   Q4 1,200,799 0.52 Reduce 2.84% 0.02 $68.19–81.09 · VW $76.52i $88,499,000 SEC
2018   Q3 1,235,849 0.53 Reduce 28.77% 0.20 $70.40–79.03 · VW $75.50i $91,997,000 SEC
2018   Q2 1,735,009 0.68 Add 26.31% 0.14 $64.54–73.11 · VW $69.93i $113,261,000 SEC
2018   Q1 1,373,568 0.58 Buy 0.58 $65.47–72.77 · VW $68.17i $94,405,000 SEC
Price snapshot:
Current price$261.23
Avg. buy price$258.79
+/- since buy0.94%
52-week low$190.12
52-week high$313.18