13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
← Strongest buys
33

AJG

GALLAGHER ARTHUR J & CO · Financials

Consensus score 33/100 · #16 this quarter · tier-weighted across tracked managers

↓DivergingPrice action since filingas of 2026-10-14
vs 50-day avg
-1.2%
21-day momentum
-4.4%
recent volume
0.87×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+3.8%
30-wk MA slope
-1.2%
rel. strength
-10.7
52-wk range
38%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
3.3%
of their portfolios
Combined value
$1.42B
held, at quarter-end

Who’s holding it Q2 2026, by position size

ManagerPosition sizeChange
Brave Warrior
Concentrated
6.4%
NEW
Eagle Capital
Quality value
3.4%
ADD
Horizon Kinetics
Franchise/inflation
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.