Stonehage Fleming Financial Services Holdings Ltd AJG GALLAGHER ARTHUR J & CO

Ownership history in Stonehage Fleming Financial Services Holdings Ltd  ·  10 quarters on record

AI Ownership Summary

Stonehage Fleming Financial Services Holdings Ltd reported GALLAGHER ARTHUR J & CO (AJG) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 5.51% in 2025 Q1. The latest visible filing shows AJG at 5.12% 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 Stonehage Fleming Financial Services Holdings Ltd'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
2026 Q1

AJG was reported at 5.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.51% 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
2024 Q2 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.

How Stonehage Fleming Financial Services Holdings Ltd 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)
2026 Q1 REDUCED 650,099 -20,004 -3.0% 5.12% $140.8M 2026-05-13 $191.36
2025 Q4 ADDED 670,103 +207,507 +44.9% 5.33% $173.4M 2026-01-13 $255.37
2025 Q3 ADDED 462,596 +2,237 +0.5% 4.06% $143.3M 2025-11-03 $240.80
2025 Q2 ADDED 460,359 +6,139 +1.4% 4.28% $147.4M 2025-07-25 $311.63
2025 Q1 REDUCED 454,220 -8,177 -1.8% 5.51% $156.8M 2025-05-14 $325.32
2024 Q4 REDUCED 27.5% +21.9% 462,397 -175,158 -27.5% 3.67% $131.3M 2025-01-22 $289.10
2024 Q3 REDUCED 637,555 -5,007 -0.8% 4.74% $179.4M 2024-11-08 $289.78
2024 Q2 ADDED 642,562 +405,426 +171.0% 4.45% $166.6M 2024-08-05 $273.05
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stonehage Fleming Financial Services Holdings Ltd and AJG

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

How long has Stonehage Fleming Financial Services Holdings Ltd reported owning AJG?

Stonehage Fleming Financial Services Holdings Ltd reported AJG across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported AJG position in Stonehage Fleming Financial Services Holdings Ltd's portfolio?

The largest reported portfolio weight for AJG was 5.51% in 2025 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2026 Q1, when Stonehage Fleming Financial Services Holdings Ltd reported 650,099 shares, equal to 5.12% of portfolio, with an estimated market value of $140.8M.

What does the chart on this AJG ownership page compare?

The chart compares Stonehage Fleming Financial Services Holdings Ltd'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 Stonehage Fleming Financial Services Holdings Ltd time their AJG position?

Based on 13F filing dates vs. subsequent AJG price moves, Stonehage Fleming Financial Services Holdings Ltd correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AJG relative to SPY over the holding period was -26.6%.

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