D. SCOTT NEAL, INC. AJG — GALLAGHER ARTHUR J & CO

Ownership history in D. SCOTT NEAL, INC.  ·  10 quarters on record

AI Ownership Summary

D. SCOTT NEAL, INC. reported GALLAGHER ARTHUR J & CO (AJG) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 11.02% in 2025 Q1. The latest visible filing shows AJG at 8.12% 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 D. SCOTT NEAL, INC.'s position in GALLAGHER ARTHUR J & CO, 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
2025 Q3

AJG was reported at 8.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.02% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 D. SCOTT NEAL, INC. fund profile D. SCOTT NEAL, INC. full holdings
How D. SCOTT NEAL, INC. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 56,663 -951 -1.7% 8.12% $17.6M 2025-11-14 (Est.) $257.04
2025 Q2 ADDED — — — 57,614 +59 +0.1% 9.19% $18.4M 2025-07-08 $311.30
2025 Q1 REDUCED — — — 57,555 -2,260 -3.8% 11.02% $19.9M 2025-04-11 $330.74
2024 Q4 REDUCED — — — 59,815 -272 -0.5% 9.31% $17.0M 2025-01-14 $285.73
2024 Q3 REDUCED 14.7% +1.3% ❌ 60,087 -10,330 -14.7% 8.94% $16.9M 2024-10-17 $286.79
2024 Q2 ADDED — — — 70,417 +31,050 +78.9% 10.16% $18.3M 2024-07-15 $266.23
2024 Q1 ADDED — — — 39,367 +1,480 +3.9% 6.44% $9.8M 2024-04-11 $233.88
2023 Q4 REDUCED — — — 37,887 -1,055 -2.7% 7.59% $8.5M 2024-01-17 $229.22
2 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

GTCR LLC 3Y 13.6% Newport Capital Group, LLC 3Y 6.77% PhiloSmith Capital Corp 3Y 6.04% Stonehage Fleming Financial Services Holdings Ltd 3Y 5.12% BLS CAPITAL FONDSMAEGLERSELSKAB A/S 3Y 7Y 4.77% BECK MACK & OLIVER LLC 3Y 7Y 4.75% LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 4.21% CINCINNATI INDEMNITY CO 3Y 7Y 3.7% Bowie Capital Management, LLC 3Y 7Y 3.51% Obion Capital Management LP 3.49%

FAQ About D. SCOTT NEAL, INC. and AJG

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

How long has D. SCOTT NEAL, INC. reported owning AJG?

D. SCOTT NEAL, INC. reported AJG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AJG position in D. SCOTT NEAL, INC.'s portfolio?

The largest reported portfolio weight for AJG was 11.02% in 2025 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2025 Q3, when D. SCOTT NEAL, INC. reported 56,663 shares, equal to 8.12% of portfolio, with an estimated market value of $17.6M.

What does the chart on this AJG ownership page compare?

The chart compares D. SCOTT NEAL, INC.'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 D. SCOTT NEAL, INC. time their AJG position?

Based on 13F filing dates vs. subsequent AJG price moves, D. SCOTT NEAL, INC. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AJG relative to SPY over the holding period was -9.6%.

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