John Rogers’s AMG Holdings & Trades

First Buy
Q3 2018
Duration Held
29 Quarters
Largest Add
Q3 2018
+267,897 shares
Current Position
1.26 M shares
$301.33 M value

John Rogers's AMG Position Overview

John Rogers (via Ariel Investments, LLC) currently holds 1.3M shares of Affiliated Managers Group, Inc. (AMG) worth $301.33 M, representing 3.22% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 29 quarters.

Based on 13F filings, John Rogers has maintained a strategic position in AMG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 172.7K shares. Largest reduction occurred in Q3 2025, reducing 91.3K shares.

Analysis based on 13F filings available since 2013 Q2

John Rogers's Affiliated Managers Group (AMG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Affiliated Managers Group (AMG) Trades by John Rogers

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2018 +267,897 New Buy 267,897 $136.72
Q4 2018 +135,128 Add 50.44% 403,025 $97.44
Q1 2019 +2,389 Add 0.59% 405,414 $107.11
Q2 2019 +52,139 Add 12.86% 457,553 $92.14
Q3 2019 +129,170 Add 28.23% 586,723 $83.35
Q4 2019 +5,975 Add 1.02% 592,698 $84.74
Q1 2020 +66,456 Add 11.21% 659,154 $59.14
Q2 2020 +90,135 Add 13.67% 749,289 $74.56
Q3 2020 +132 Add 0.02% 749,421 $68.38
Q4 2020 +42,033 Add 5.61% 791,454 $101.70
Q1 2021 +34,149 Add 4.31% 825,603 $149.03
Q2 2021 +1,876 Add 0.23% 827,479 $154.21
Q3 2021 +15,330 Add 1.85% 842,809 $151.09
Q4 2021 +54,839 Add 6.51% 897,648 $164.51
Q1 2022 +39,576 Add 4.41% 937,224 $140.95
Q2 2022 +172,726 Add 18.43% 1.11 M $116.60
Q3 2022 +35,304 Add 3.18% 1.15 M $111.85
Q4 2022 -16,947 Reduce 1.48% 1.13 M $158.43
Q1 2023 -36,147 Reduce 3.20% 1.09 M $142.42
Q2 2023 -24,991 Reduce 2.29% 1.07 M $149.89
Q3 2023 +120,977 Add 11.34% 1.19 M $130.34
Q4 2023 +54,550 Add 4.59% 1.24 M $151.42
Q1 2024 +84,313 Add 6.78% 1.33 M $167.47
Q2 2024 +115,808 Add 8.73% 1.44 M $156.23
Q3 2024 +9,344 Add 0.65% 1.45 M $177.80
Q4 2024 -28,234 Reduce 1.94% 1.42 M $184.92
Q1 2025 -16,776 Reduce 1.18% 1.41 M $168.03
Q2 2025 -52,076 Reduce 3.70% 1.36 M $196.77
Q3 2025 -91,251 Reduce 6.73% 1.26 M $238.43

John Rogers's Affiliated Managers Group Investment FAQs

John Rogers first purchased Affiliated Managers Group, Inc. (AMG) in Q3 2018, acquiring 267,897 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

John Rogers has held Affiliated Managers Group, Inc. (AMG) for 29 quarters since Q3 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

John Rogers's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q3 2018, adding 267,897 shares worth $36.63 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,263,824 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $301.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Affiliated Managers Group, Inc. (AMG) represents approximately 3.22% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

John Rogers's peak holding in Affiliated Managers Group, Inc. (AMG) was 1,452,161 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.