โ† Top Holdings

AJGArthur J Gallagher & Co.

CUSIP: 363576109

5

Guru Owners

$1.85B

Total Value Held

8.5M

Total Shares

$1.59B
0.88%
$157.5M
0.44%
$84.0M
1.18%
$6.3M
0.92%
$4.3M
0.05%

๐Ÿ“Š Fundamentals

Market Cap$65.4B
P/E Ratio40.5x
Above market avg
Forward P/E17.1x
P/FCF60.6x
EPS (TTM)$6.29
Revenue (TTM)$14.2B
Profit Margin11.35%
Div Yield1.12%
Beta0.51

52-Week Range

$190.75
$316.89

Current: $254.67

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ’ก Trades at 40.5x trailing earnings โ†’ 17.1x forward ยท 11.4% profit margin

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$461.3M$922.5M$1.38B$1.85BQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '265 owners ยท $1.85B
REDUCEDDodge & Cox$1.59B
INCREASEDAndreas Halvorsen$157.5M
NEWSteven Romick$84.0M
INCREASEDTorray LLC$6.3M
INCREASEDJohn Rogers$4.3M
Q4 '254 owners ยท $507.3M
NEWDodge & Cox$227.9M
REDUCEDTorray LLC$6.0M
INCREASEDJohn Rogers$4.0M
Q3 '254 owners ยท $24.2M
NEWRay Dalio$12.1M
INCREASEDTorray LLC$7.6M
NEWJohn Rogers$4.2M
Q2 '252 owners ยท $238.4M
INCREASEDAndreas Halvorsen$232.3M
REDUCEDTorray LLC$6.1M
Q1 '253 owners ยท $237.4M
REDUCEDTorray LLC$7.0M
INCREASEDMairs & Power$276K
Q4 '242 owners ยท $6.5M
NEWTorray LLC$6.0M
INCREASEDMairs & Power$504K

๐Ÿ’ฐ DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers โ€” their cash flows work differently.

๐Ÿ›๏ธ Congressional Trades

AJG: Held by 5 superinvestors ยท 17 congress member trades

$1,001 - $15,0002025-12-19
$1,001 - $15,0002025-12-18
$1,001 - $15,0002025-11-13
$1,001 - $15,0002025-11-10
$1,001 - $15,0002025-10-07
$1,001 - $15,0002025-08-14
$15,001 - $50,0002025-08-04
$1,001 - $15,0002025-08-04
$1,001 - $15,0002025-07-29
$100,001 - $250,0002025-04-08
$50,001 - $100,0002025-01-22
$100,001 - $250,0002025-01-08
$1,001 - $15,0002024-12-11
$1,001 - $15,0002024-11-12
$1,001 - $15,0002024-10-29
$1,001 - $15,0002024-10-23
$1,001 - $15,0002024-10-11
AJG Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker