Andreas Halvorsen's AJG Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 1.04 M shares of Arthur J. Gallagher & Co. (AJG) worth $269.39 M, representing 0.71% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in AJG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 1.16 M shares. Largest reduction occurred in Q2 2020, reducing 1.16 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Arthur J Gallagher & Co (AJG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Arthur J Gallagher & Co (AJG) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.04 M | New Buy | 1.04 M | $258.79 |
| Q3 2025 | -725,795 | Sold Out | 0 | $0.00 |
| Q2 2025 | +59,243 | Add 8.89% | 725,795 | $320.12 |
| Q1 2025 | +666,552 | New Buy | 666,552 | $345.24 |
| Q4 2023 | -957,820 | Sold Out | 0 | $0.00 |
| Q3 2023 | +135,305 | Add 16.45% | 957,820 | $227.93 |
| Q2 2023 | +822,515 | New Buy | 822,515 | $219.57 |
| Q2 2020 | -1.16 M | Sold Out | 0 | $0.00 |
| Q1 2020 | +1.16 M | New Buy | 1.16 M | $81.51 |
| Q2 2019 | -475,830 | Sold Out | 0 | $0.00 |
| Q1 2019 | -724,969 | Reduce 60.37% | 475,830 | $78.10 |
| Q4 2018 | -35,050 | Reduce 2.84% | 1.2 M | $73.70 |
| Q3 2018 | -499,160 | Reduce 28.77% | 1.24 M | $74.44 |
| Q2 2018 | +361,441 | Add 26.31% | 1.74 M | $65.28 |
| Q1 2018 | +1.37 M | New Buy | 1.37 M | $68.73 |
Andreas Halvorsen's Arthur J Gallagher & Co Investment FAQs
Andreas Halvorsen first purchased Arthur J. Gallagher & Co. (AJG) in Q1 2018, acquiring 1,373,568 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Arthur J. Gallagher & Co. (AJG) for 15 quarters since Q1 2018.
Andreas Halvorsen's largest addition to Arthur J. Gallagher & Co. (AJG) was in Q1 2018, adding 1,373,568 shares worth $94.4 M.
According to the latest 13F filing for Q4 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 1,040,977 shares of Arthur J. Gallagher & Co. (AJG), valued at approximately $269.39 M.
As of the Q4 2025 filing, Arthur J. Gallagher & Co. (AJG) represents approximately 0.71% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in Arthur J. Gallagher & Co. (AJG) was 1,735,009 shares, as reported at the end of Q2 2018.