Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2011   Q4 0 0.00 Sell 100.00% <0.01 $30.71–35.69 · VW $33.51i SEC
2011   Q3 8,600 <0.01 Buy <0.01 $25.27–32.11 · VW $29.45i $226,000 SEC
2011   Q2 0 0.00 Sell 100.00% <0.01 $24.29–29.13 · VW $27.21i SEC
2011   Q1 12,610 <0.01 Add 10.71% <0.01 $27.86–31.49 · VW $29.35i $383,000 SEC
2010   Q4 11,390 <0.01 Add 21.56% <0.01 $28.36–31.92 · VW $30.56i $331,000 SEC
2010   Q3 9,370 <0.01 Buy <0.01 $24.97–29.00 · VW $27.35i $247,000 SEC
2009   Q4 0 0.00 Sell 100.00% <0.01 $21.88–24.12 · VW $23.24i SEC
2009   Q3 3,950 <0.01 Reduce 18.22% <0.01 $21.95–25.00 · VW $23.12i $96,000 SEC
2009   Q2 4,830 <0.01 Buy <0.01 $20.20–24.47 · VW $22.81i $103,000 SEC
2009   Q1 0 0.00 Sell 100.00% <0.01 $14.82–23.25 · VW $19.67i SEC
2008   Q4 3,870 <0.01 Reduce 16.23% <0.01 $15.51–26.02 · VW $19.13i $100,000 SEC
2008   Q3 4,620 <0.01 $25.76 $119,000 SEC
2008   Q2 4,620 <0.01 Buy <0.01 $23.86–26.77 · VW $25.70i $111,000 SEC
Price snapshot:
Current price$261.23
52-week low$190.12
52-week high$313.18