COOKE & BIELER LP AJG — ARTHUR J GALLAGHER & CO COM

Ownership history in COOKE & BIELER LP  ·  23 quarters on record

AI Ownership Summary

COOKE & BIELER LP reported ARTHUR J GALLAGHER & CO COM (AJG) in 23 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.53% in 2026 Q1. The latest visible filing shows AJG at 1.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AJG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKE & BIELER LP's position in ARTHUR J GALLAGHER & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AJG was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AJG stock page COOKE & BIELER LP fund profile COOKE & BIELER LP full holdings
How COOKE & BIELER LP held AJG — position size vs. price
% of Fund (quarterly)    AJG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 622,633 +347,268 +126.1% 1.53% $134.8M 2026-05-04 $207.03
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AJG

As of 2026 Q1 — sorted by position size

BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 4.77% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 4.21% Guinness Asset Management LTD 3Y 7Y 3.36% Ayrshire Capital Management LLC 3Y 3.03% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.9% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.8% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 2.56% Cane Capital Partners, LLC 2.41% Welch Group, LLC 3Y 7Y 2.06% Renaissance Investment Group LLC 3Y 7Y 1.95%

FAQ About COOKE & BIELER LP and AJG

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKE & BIELER LP reported owning AJG?

COOKE & BIELER LP reported AJG across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported AJG position in COOKE & BIELER LP's portfolio?

The largest reported portfolio weight for AJG was 1.53% in 2026 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2026 Q1, when COOKE & BIELER LP reported 622,633 shares, equal to 1.53% of portfolio, with an estimated market value of $134.8M.

What does the chart on this AJG ownership page compare?

The chart compares COOKE & BIELER LP's quarterly AJG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COOKE & BIELER LP time their AJG position?

Based on 13F filing dates vs. subsequent AJG price moves, COOKE & BIELER LP correctly timed 8 out of 22 reported position changes (36%). The annualised alpha on AJG relative to SPY over the holding period was +6.0%.

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