Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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
2012   Q3 0 0.00 Sell 100.00% 0.21 $34.67–37.56 · VW $36.25i SEC
2012   Q2 508,052 0.21 Reduce 15.06% 0.03 $33.81–37.05 · VW $35.53i $17,817,000 SEC
2012   Q1 598,136 0.22 Reduce 7.49% 0.02 $33.75–38.24 · VW $35.58i $21,377,000 SEC
2011   Q4 646,581 0.24 Reduce 4.46% <0.01 $30.71–35.69 · VW $33.51i $21,622,000 SEC
2011   Q3 676,800 0.22 Reduce 38.48% 0.11 $25.27–32.11 · VW $29.45i $17,800,000 SEC
2011   Q2 1,100,105 0.29 Reduce 44.66% 0.24 $24.29–29.13 · VW $27.21i $31,397,000 SEC
2011   Q1 1,988,006 0.54 Reduce 13.19% 0.09 $27.86–31.49 · VW $29.35i $60,455,000 SEC
2010   Q4 2,290,000 0.66 Add 116.92% 0.35 $28.36–31.92 · VW $30.56i $66,593,000 SEC
2010   Q3 1,055,700 0.30 Reduce 8.94% 0.03 $24.97–29.00 · VW $27.35i $27,839,000 SEC
2010   Q2 1,159,375 0.31 Add 3.85% 0.01 $23.96–26.44 · VW $25.08i $28,266,000 SEC
2010   Q1 1,116,425 0.26 Add 180.49% 0.17 $22.63–27.00 · VW $24.77i $27,408,000 SEC
2009   Q4 398,025 0.11 Add 51.76% 0.04 $21.88–24.12 · VW $23.24i $8,960,000 SEC
2009   Q3 262,275 0.06 Add 27.52% 0.01 $21.95–25.00 · VW $23.12i $6,392,000 SEC
2009   Q2 205,675 0.06 Add 1.64% <0.01 $20.20–24.47 · VW $22.81i $4,389,000 SEC
2009   Q1 202,363 0.05 Reduce 44.12% 0.05 $14.82–23.25 · VW $19.67i $3,440,000 SEC
2008   Q4 362,150 0.12 Reduce 18.36% 0.02 $15.51–26.02 · VW $19.13i $9,383,000 SEC
2008   Q3 443,600 0.09 Add 505.60% 0.08 $21.38–30.00 · VW $25.39i $11,383,000 SEC
2008   Q2 73,250 0.01 Buy 0.01 $23.86–26.77 · VW $25.70i $1,765,000 SEC
Price snapshot:
Current price$261.23
52-week low$190.12
52-week high$313.18