S&P 500: 662.29 -0.6% NASDAQ 100: 593.72 -0.6% Dow Jones: 466.41 -0.2%

John Rogers’s AMG Holdings & Trades

First Buy
Q3 2018
Duration Held
30 Quarters
Largest Add
Q3 2018
+267,897 Shares
Current Position
1.18 M Shares
$340.81 M Value

John Rogers's AMG Position Overview

John Rogers (via Ariel Investments, LLC) currently holds 1.18 M shares of Affiliated Managers Group, Inc. (AMG) worth $340.81 M, representing 3.68% of the portfolio. First purchased in 2018-Q3, this long-term strategic position has been held for 30 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 172,726 shares. Largest reduction occurred in Q3 2025, reducing 91,251 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -81,601 Reduce 6.46% 1.18 M $288.28
Q3 2025 -91,251 Reduce 6.73% 1.26 M $238.43
Q2 2025 -52,076 Reduce 3.70% 1.36 M $196.77
Q1 2025 -16,776 Reduce 1.18% 1.41 M $168.03
Q4 2024 -28,234 Reduce 1.94% 1.42 M $184.92
Q3 2024 +9,344 Add 0.65% 1.45 M $177.80
Q2 2024 +115,808 Add 8.73% 1.44 M $156.23
Q1 2024 +84,313 Add 6.78% 1.33 M $167.47
Q4 2023 +54,550 Add 4.59% 1.24 M $151.42
Q3 2023 +120,977 Add 11.34% 1.19 M $130.34
Q2 2023 -24,991 Reduce 2.29% 1.07 M $149.89
Q1 2023 -36,147 Reduce 3.20% 1.09 M $142.42
Q4 2022 -16,947 Reduce 1.48% 1.13 M $158.43
Q3 2022 +35,304 Add 3.18% 1.15 M $111.85
Q2 2022 +172,726 Add 18.43% 1.11 M $116.60
Q1 2022 +39,576 Add 4.41% 937,224 $140.95
Q4 2021 +54,839 Add 6.51% 897,648 $164.51
Q3 2021 +15,330 Add 1.85% 842,809 $151.09
Q2 2021 +1,876 Add 0.23% 827,479 $154.21
Q1 2021 +34,149 Add 4.31% 825,603 $149.03
Q4 2020 +42,033 Add 5.61% 791,454 $101.70
Q3 2020 +132 Add 0.02% 749,421 $68.38
Q2 2020 +90,135 Add 13.67% 749,289 $74.56
Q1 2020 +66,456 Add 11.21% 659,154 $59.14
Q4 2019 +5,975 Add 1.02% 592,698 $84.74
Q3 2019 +129,170 Add 28.23% 586,723 $83.35
Q2 2019 +52,139 Add 12.86% 457,553 $92.14
Q1 2019 +2,389 Add 0.59% 405,414 $107.11
Q4 2018 +135,128 Add 50.44% 403,025 $97.44
Q3 2018 +267,897 New Buy 267,897 $136.72

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 30 quarters since Q3 2018.

John Rogers's largest addition to Affiliated Managers Group, Inc. (AMG) was in Q3 2018, adding 267,897 shares worth $36.63 M.

According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,182,223 shares of Affiliated Managers Group, Inc. (AMG), valued at approximately $340.81 M.

As of the Q4 2025 filing, Affiliated Managers Group, Inc. (AMG) represents approximately 3.68% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.

John Rogers's peak holding in Affiliated Managers Group, Inc. (AMG) was 1,452,161 shares, as reported at the end of Q3 2024.