AJG
Arthur J. Gallagher & Co. · Financial Services · Insurance - Brokers
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.4% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 364.03K | $83.50M | n/a | n/a |
| Q2 2026 | 164 | +1 | 178.53M | $40.94B | +6 | −6 |
| Q1 2026 | 167 | -1 | 178.94M | $38.71B | +4 | −6 |
| Q4 2025 | 167 | +3 | 199.17M | $51.54B | +5 | −1 |
| Q3 2025 | 23 | +1 | 147.58M | $45.71B | +3 | −3 |
| Q2 2025 | 20 | 0 | 102.85M | $32.91B | +1 | −1 |
| Q1 2025 | 17 | -3 | 40.12M | $13.85B | +1 | −4 |
| Q4 2024 | 20 | +4 | 40.97M | $11.63B | +4 | n/a |
| Q3 2024 | 15 | +3 | 21.34M | $6.00B | +3 | n/a |
| Q2 2024 | 12 | n/a | 21.73M | $5.63B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 31.10M | n/a | $9.95B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 18.98M | n/a | $6.08B | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 3 | Fidelity (FMR) ✦ | 13.06M | n/a | $4.18B | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 4 | Capital World Investors ✦ | 11.68M | +0.9% | $3.74B | 0.5% | ▲ Add | 5 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 10.74M | +1.1% | $3.44B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 5.91M | -10.8% | $1.88B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (pasivo) | 4.80M | +1.9% | $1.54B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 8 | Wellington Management ✦ | 2.88M | -2.8% | $920.51M | 0.2% | ▼ Trim | 5 | SEC ↗ ×7 |
| 9 | Baillie Gifford ✦ | 940.53K | -9.3% | $301.08M | 0.2% | ▼ Trim | 5 | SEC ↗ ×4 |
| 10 | Viking Global Investors ✦ | 725.79K | +8.9% | $232.34M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 494.60K | +72.3% | $158.33M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 12 | Millennium Management ✦ | 408.82K | -3.8% | $130.87M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 395.65K | -7.2% | $126.66M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 14 | Renaissance Technologies ✦ | 349.60K | +9.6% | $111.91M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | Marshall Wace ✦ | 147.14K | -39.9% | $47.10M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | AQR Capital Management ✦ | 134.50K | -1.5% | $42.69M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 17 | Gotham Asset Management ✦ | 35.26K | +21.6% | $11.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 30.70K | -5.2% | $9.83M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 19 | GAMCO Investors ✦ | 25.73K | +9.6% | $8.24M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 2.70K | Nuevo | $864,324 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Two Sigma Investments | $864,324 | 0.0% |
Posición cerrada
| Arrowstreet Capital | $1.37M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,234 tenedores, 209.94M acciones, $44.40B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.00K acc. · $252,858
Officer · 12.00K acc. · $3.17M
Officer · 12.00K acc. · $3.24M
Officer · 3.50K acc. · $899,588
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología