AJG β€” GALLAGHER (ARTHUR J) COM

Ownership history in Diversified Trust Co  Β·  60 quarters on record

AI Ownership Summary

Diversified Trust Co reported GALLAGHER (ARTHUR J) COM (AJG) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows AJG at 0.00% 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 Diversified Trust Co's position in GALLAGHER (ARTHUR J) 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
2025 Q3

AJG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q4

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.

How Diversified Trust Co held AJG β€” position size vs. price
% of Fund (quarterly)    AJG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 661 +2 +0.3% 0.00% $205K 2025-10-20 $277.67
2025 Q2 REDUCED 659 -7 -1.1% 0.00% $211K 2025-07-11 $309.10
2025 Q1 REDUCED 666 -1,692 -71.8% 0.01% $230K 2025-04-24 $328.27
2024 Q4 ADDED 2,358 +124 +5.6% 0.02% $669K 2025-01-07 $276.50
2024 Q3 REDUCED 2,234 -897 -28.6% 0.02% $629K 2024-10-07 $282.98
2024 Q2 ADDED 3,131 +55 +1.8% 0.02% $812K 2024-07-16 $263.43
2024 Q1 REDUCED 3,076 -391 -11.3% 0.02% $769K 2024-04-18 $229.78
2023 Q4 ADDED 3,467 +142 +4.3% 0.03% $780K 2024-01-08 $224.17
52 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Diversified Trust Co and AJG

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

How long has Diversified Trust Co reported owning AJG?

Diversified Trust Co reported AJG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported AJG position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for AJG was 0.03% in 2023 Q4.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2025 Q3, when Diversified Trust Co reported 661 shares, equal to 0.00% of portfolio, with an estimated market value of $205K.

What does the chart on this AJG ownership page compare?

The chart compares Diversified Trust Co'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.

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