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

GALLAGHER ARTHUR J & CO · Financials

Consensus score 1/100 · #175 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-06-08
vs 50-day avg
+1.0%
21-day momentum
+5.2%
recent volume
0.86×

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

S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-7.7%
30-wk MA slope
-5.0%
rel. strength
-19.3
52-wk range
16%

Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. 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
0.8%
of their portfolios
Combined value
$735M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Eagle Capital
Quality value
1.9%
NEW
Viking Global Investors
Concentrated
0.4%
TRIM
Horizon Kinetics
Franchise/inflation
0.0%
HOLD

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.