# Arthur J Gallagher & Co (AJG): value investors who own it

5 value investors held Arthur J Gallagher & Co in their Q3 2026 13F, led by Brave Warrior Advisors, First Pacific Advisors (FPA), Dodge & Cox, Mairs &…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Brave Warrior Advisors | 6.4% | $295m | New | 1 |
| First Pacific Advisors (FPA) | 3.8% | $307m | Added +245% | 2 |
| Dodge & Cox | 1.1% | $2.1bn | Added +27% | 3 |
| Mairs & Power | 0.7% | $71.5m | New | 1 |
| Horizon Kinetics | 0.0% | $311k | Trimmed -31% | 25 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-15 | CARY RICHARD C | Controller, CAO | Sold | 1000 | $253k |
| 2026-09-02 | Hudson Scott R | Vice President | Sold | 12000 | $3.2m |
| 2026-08-24 | Bay Walter D. | General Counsel | Sold | 12000 | $3.2m |
| 2026-08-19 | Mead Christopher E | VICE PRESIDENT | Sold | 3500 | $900k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 1.5% | $182m | 2026-06-30 |
| Mairs & Power Growth Fund | Mairs & Power | 1.0% | $56.2m | 2026-06-30 |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.0% | $129m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ajg). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.