John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 7,354,915 0.88 Add 735.23% 0.77 $190.75–231.10 · VW $207.65i $1,592,927,491 SEC
2025   Q4 880,585 0.12 Buy 0.12 $195.00–266.87 · VW $230.02i $227,886,592 SEC
2002   Q3 0 0.00 Sell 100.00% <0.01 $22.10–28.78 · VW $26.35i SEC
2002   Q2 6,500 <0.01 $34.62 $225,000 SEC
2002   Q1 6,500 <0.01 $32.77 $213,000 SEC
2001   Q4 6,500 <0.01 Reduce 4.41% $31.00–37.24 · VW $34.37i $224,000 SEC
2001   Q3 6,800 <0.01 Buy <0.01 $25.75–38.82 · VW $33.69i $230,000 SEC
2001   Q1 0 0.00 Sell 100.00% <0.01 $22.23–29.75 · VW $26.49i SEC
2000   Q4 6,800 <0.01 $31.77 $216,000 SEC
2000   Q3 6,800 <0.01 Buy <0.01 $23.56–32.22 · VW $28.43i $201,000 SEC
Price snapshot:
Current price$261.23
Avg. buy price$221.63
+/- since buy17.87%
52-week low$190.12
52-week high$313.18