Portfolio changes · featured 13Fs
Activity
Moves in AJG across featured managers — New / Exit / Add / Reduce.
AJG · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| AJG | New | Glenn Greenberg - Brave Warrior Advisors | +6.43% | opened 6.4% | Q1→Q2 |
| AJG | New | Mairs & Power | +0.66% | opened 0.66% | Q1→Q2 |
| AJG | Exit | Andreas Halvorsen - Viking Global Investors | −0.44% | was 0.44% | Q1→Q2 |
| AJG | Add | First Pacific Advisors | +2.62% | +244.7% sh | Q1→Q2 |
| AJG | Reduce | John Rogers - Ariel Investments | −0.01% | −5.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| AJG | Add | Dodge & Cox | +0.25% | +27.3% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| AJG | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00% | −30.7% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| AJG | Reduce | Torray Investment Partners | −0.11% | −9.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home