John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Affiliated Managers Group, Inc. (AMG)
← All AMG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,064,030 3.30 Reduce 10.00% 0.37 $267.23–334.78 · VW $301.63i $294,417,101 SEC
2025   Q4 1,182,223 3.68 Reduce 6.46% 0.21 $230.10–299.69 · VW $266.44i $340,811,246 SEC
2025   Q3 1,263,824 3.22 Reduce 6.73% 0.20 $194.76–250.15 · VW $221.18i $301,333,556 SEC
2025   Q2 1,355,075 3.03 Reduce 3.70% 0.10 $139.22–199.49 · VW $174.44i $266,638,107 SEC
2025   Q1 1,407,151 2.79 Reduce 1.18% 0.03 $151.63–191.13 · VW $172.67i $236,443,583 SEC
2024   Q4 1,423,927 2.84 Reduce 1.94% 0.05 $173.58–199.52 · VW $186.37i $263,312,581 SEC
2024   Q3 1,452,161 2.68 Add 0.65% 0.02 $152.37–189.81 · VW $174.22i $258,194,226 SEC
2024   Q2 1,442,817 2.48 Add 8.73% 0.20 $147.13–169.65 · VW $158.55i $225,411,300 SEC
2024   Q1 1,327,009 2.22 Add 6.78% 0.14 $145.36–167.90 · VW $155.93i $222,234,197 SEC
2023   Q4 1,242,696 1.91 Add 4.59% 0.08 $120.22–156.38 · VW $134.65i $188,169,028 SEC
2023   Q3 1,188,146 1.66 Add 11.34% 0.17 $129.08–163.93 · VW $138.22i $154,862,950 SEC
2023   Q2 1,067,169 1.54 Reduce 2.29% 0.03 $135.48–152.01 · VW $143.09i $159,957,962 SEC
2023   Q1 1,092,160 1.51 Reduce 3.20% 0.06 $132.40–180.63 · VW $157.88i $155,545,427 SEC
2022   Q4 1,128,307 1.82 Reduce 1.48% 0.02 $108.12–163.36 · VW $141.60i $178,757,678 SEC
2022   Q3 1,145,254 1.41 Add 3.18% 0.04 $109.57–142.03 · VW $124.50i $128,097,000 SEC
2022   Q2 1,109,950 1.29 Add 18.43% 0.20 $112.38–146.85 · VW $127.68i $129,420,000 SEC
2022   Q1 937,224 1.17 Add 4.41% 0.05 $121.40–171.39 · VW $141.83i $132,102,000 SEC
2021   Q4 897,648 1.24 Add 6.51% 0.08 $147.12–191.62 · VW $167.48i $147,672,000 SEC
2021   Q3 842,809 1.16 Add 1.85% 0.02 $146.18–180.97 · VW $162.61i $127,340,000 SEC
2021   Q2 827,479 1.20 Add 0.23% <0.01 $148.14–176.84 · VW $160.26i $127,606,000 SEC
2021   Q1 825,603 1.21 Add 4.31% 0.05 $98.88–153.55 · VW $131.91i $123,040,000 SEC
2020   Q4 791,454 0.91 Add 5.61% 0.05 $66.43–103.34 · VW $84.68i $80,491,000 SEC
2020   Q3 749,421 0.74 Add 0.02% <0.01 $62.19–75.87 · VW $69.40i $51,245,000 SEC
2020   Q2 749,289 0.85 Add 13.67% 0.10 $53.32–82.45 · VW $68.53i $55,867,000 SEC
2020   Q1 659,154 0.68 Add 11.21% 0.07 $44.37–88.95 · VW $71.11i $38,982,000 SEC
2019   Q4 592,698 0.63 Add 1.02% <0.01 $71.08–88.43 · VW $82.77i $50,225,000 SEC
2019   Q3 586,723 0.66 Add 28.23% 0.15 $73.90–94.07 · VW $82.67i $48,903,000 SEC
2019   Q2 457,553 0.53 Add 12.86% 0.06 $83.10–115.75 · VW $96.91i $42,159,000 SEC
2019   Q1 405,414 0.54 Add 0.59% <0.01 $95.12–112.83 · VW $105.78i $43,424,000 SEC
2018   Q4 403,025 0.55 Add 50.44% 0.18 $88.47–139.43 · VW $110.69i $39,271,000 SEC
2018   Q3 267,897 0.41 Buy 0.41 $136.38–163.55 · VW $149.44i $36,627,000 SEC
Price snapshot:
Current price$359.78
Avg. buy price$121.65
+/- since buy195.75%
52-week low$199.56
52-week high$369.94