Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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 63,607 0.04 Add 40.52% 0.01 $190.75–231.10 · VW $207.65i $13,776,004 SEC
2025   Q4 45,264 0.04 Reduce 3.00% <0.01 $195.00–266.87 · VW $230.02i $11,713,871 SEC
2025   Q3 46,662 0.06 Add 32.34% 0.02 $239.47–313.55 · VW $266.88i $14,453,088 SEC
2025   Q2 35,260 0.07 Add 21.60% 0.01 $277.53–351.23 · VW $310.50i $11,287,431 SEC
2025   Q1 28,996 0.08 Reduce 4.53% <0.01 $301.21–350.70 · VW $333.12i $10,010,579 SEC
2024   Q4 30,373 0.08 Reduce 13.77% 0.01 $275.56–338.43 · VW $317.24i $8,621,376 SEC
2024   Q3 35,222 0.10 Add 35.51% 0.03 $274.25–316.72 · VW $301.07i $9,910,414 SEC
2024   Q2 25,993 0.09 Add 36.52% 0.02 $250.72–294.00 · VW $279.10i $6,740,245 SEC
2024   Q1 19,040 0.07 Reduce 5.31% <0.01 $230.08–259.35 · VW $247.59i $4,760,762 SEC
2023   Q4 20,108 0.08 Reduce 6.10% <0.01 $218.63–249.48 · VW $237.35i $4,521,887 SEC
2023   Q3 21,415 0.10 Reduce 22.48% 0.03 $223.35–254.00 · VW $242.12i $4,881,121 SEC
2023   Q2 27,624 0.13 Add 131.61% 0.08 $198.52–232.41 · VW $220.47i $6,065,402 SEC
2023   Q1 11,927 0.06 Add 44.20% 0.02 $174.45–219.23 · VW $198.00i $2,281,754 SEC
2022   Q4 8,271 0.04 Reduce 13.36% <0.01 $182.88–202.37 · VW $190.87i $1,559,414 SEC
2022   Q3 9,546 0.05 Reduce 10.24% <0.01 $167.93–199.61 · VW $188.88i $1,634,000 SEC
2022   Q2 10,635 0.06 Add 162.14% 0.03 $148.24–192.00 · VW $173.94i $1,734,000 SEC
2022   Q1 4,057 0.02 Reduce 64.91% 0.04 $148.52–187.02 · VW $165.83i $708,000 SEC
2021   Q4 11,561 0.06 Reduce 30.50% 0.03 $147.32–171.21 · VW $158.91i $1,962,000 SEC
2021   Q3 16,634 0.10 Add 7.36% <0.01 $142.53–168.50 · VW $157.98i $2,473,000 SEC
2021   Q2 15,494 0.09 Add 39.86% 0.03 $135.50–148.21 · VW $142.44i $2,170,000 SEC
2021   Q1 11,078 0.06 Reduce 34.48% 0.02 $119.92–154.03 · VW $140.19i $1,382,000 SEC
2020   Q4 16,909 0.07 Add 197.22% 0.05 $112.92–129.12 · VW $120.61i $2,092,000 SEC
2020   Q3 5,689 0.02 Buy 0.02 $100.32–118.39 · VW $111.37i $601,000 SEC
2020   Q1 0 0.00 Sell 100.00% <0.01 $65.09–106.30 · VW $88.56i SEC
2019   Q4 3,596 <0.01 Reduce 94.91% 0.11 $90.83–109.46 · VW $99.26i $342,000 SEC
2019   Q3 70,707 0.11 Add 13.25% 0.01 $85.34–93.59 · VW $90.73i $6,333,000 SEC
2019   Q2 62,437 0.09 Add 1337.98% 0.08 $83.68–92.74 · VW $89.04i $5,469,000 SEC
2019   Q1 4,342 <0.01 Reduce 26.32% <0.01 $76.65–84.84 · VW $81.90i $339,000 SEC
2018   Q4 5,893 <0.01 Reduce 87.67% 0.04 $68.19–81.09 · VW $76.52i $434,000 SEC
2018   Q3 47,798 0.05 Add 10.49% <0.01 $70.40–79.03 · VW $75.50i $3,558,000 SEC
2018   Q2 43,261 0.04 Add 1135.32% 0.04 $64.54–73.11 · VW $69.93i $2,824,000 SEC
2018   Q1 3,502 <0.01 Buy <0.01 $65.47–72.77 · VW $68.17i $241,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $39.76–48.64 · VW $45.58i SEC
2015   Q4 6,158 <0.01 Reduce 87.81% 0.02 $35.96–44.21 · VW $40.01i $252,000 SEC
2015   Q3 50,508 0.02 Buy 0.02 $40.50–44.54 · VW $42.93i $2,085,000 SEC
2011   Q2 0 0.00 Sell 100.00% 0.07 $24.29–29.13 · VW $27.21i SEC
2011   Q1 6,939 0.07 Buy 0.07 $27.86–31.49 · VW $29.35i $211,000 SEC
Price snapshot:
Current price$261.23
Avg. buy price$248.66
+/- since buy5.05%
52-week low$190.12
52-week high$313.18