Joel Greenblatt's AJG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 45,264 shares of Arthur J. Gallagher & Co. (AJG) worth $11.71 M, representing 0.04% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in AJG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 58,095 shares. Largest reduction occurred in Q4 2019, reducing 67,111 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,398 | Reduce 3.00% | 45,264 | $258.79 |
| Q3 2025 | +11,402 | Add 32.34% | 46,662 | $309.74 |
| Q2 2025 | +6,264 | Add 21.60% | 35,260 | $320.12 |
| Q1 2025 | -1,377 | Reduce 4.53% | 28,996 | $345.24 |
| Q4 2024 | -4,849 | Reduce 13.77% | 30,373 | $283.85 |
| Q3 2024 | +9,229 | Add 35.51% | 35,222 | $281.37 |
| Q2 2024 | +6,953 | Add 36.52% | 25,993 | $259.31 |
| Q1 2024 | -1,068 | Reduce 5.31% | 19,040 | $250.04 |
| Q4 2023 | -1,307 | Reduce 6.10% | 20,108 | $224.88 |
| Q3 2023 | -6,209 | Reduce 22.48% | 21,415 | $227.93 |
| Q2 2023 | +15,697 | Add 131.61% | 27,624 | $219.57 |
| Q1 2023 | +3,656 | Add 44.20% | 11,927 | $191.31 |
| Q4 2022 | -1,275 | Reduce 13.36% | 8,271 | $188.54 |
| Q3 2022 | -1,089 | Reduce 10.24% | 9,546 | $171.17 |
| Q2 2022 | +6,578 | Add 162.14% | 10,635 | $163.05 |
| Q1 2022 | -7,504 | Reduce 64.91% | 4,057 | $174.51 |
| Q4 2021 | -5,073 | Reduce 30.50% | 11,561 | $169.71 |
| Q3 2021 | +1,140 | Add 7.36% | 16,634 | $148.67 |
| Q2 2021 | +4,416 | Add 39.86% | 15,494 | $140.05 |
| Q1 2021 | -5,831 | Reduce 34.48% | 11,078 | $124.75 |
| Q4 2020 | +11,220 | Add 197.22% | 16,909 | $123.72 |
| Q3 2020 | +5,689 | New Buy | 5,689 | $105.64 |
| Q1 2020 | -3,596 | Sold Out | 0 | $0.00 |
| Q4 2019 | -67,111 | Reduce 94.91% | 3,596 | $95.11 |
| Q3 2019 | +8,270 | Add 13.25% | 70,707 | $89.57 |
| Q2 2019 | +58,095 | Add 1337.98% | 62,437 | $87.59 |
| Q1 2019 | -1,551 | Reduce 26.32% | 4,342 | $78.07 |
| Q4 2018 | -41,905 | Reduce 87.67% | 5,893 | $73.65 |
| Q3 2018 | +4,537 | Add 10.49% | 47,798 | $74.44 |
| Q2 2018 | +39,759 | Add 1135.32% | 43,261 | $65.28 |
| Q1 2018 | +3,502 | New Buy | 3,502 | $68.82 |
| Q1 2016 | -6,158 | Sold Out | 0 | $0.00 |
| Q4 2015 | -44,350 | Reduce 87.81% | 6,158 | $40.92 |
| Q3 2015 | +50,508 | New Buy | 50,508 | $41.28 |
Joel Greenblatt's Arthur J Gallagher & Co Investment FAQs
Joel Greenblatt first purchased Arthur J. Gallagher & Co. (AJG) in Q3 2015, acquiring 50,508 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Arthur J. Gallagher & Co. (AJG) for 34 quarters since Q3 2015.
Joel Greenblatt's largest addition to Arthur J. Gallagher & Co. (AJG) was in Q2 2019, adding 62,437 shares worth $5.47 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 45,264 shares of Arthur J. Gallagher & Co. (AJG), valued at approximately $11.71 M.
As of the Q4 2025 filing, Arthur J. Gallagher & Co. (AJG) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Arthur J. Gallagher & Co. (AJG) was 70,707 shares, as reported at the end of Q3 2019.