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Charles Bobrinskoy

Ariel Focus Fund

Charles Bobrinskoy Arthur J Gallagher & Co stake

total: 59

Ariel Focus Fund AJG trades

Total transactions:
4
New positions:
1
Added:
3
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Charles Bobrinskoy holds 10,420 Arthur J Gallagher & Co (AJG) shares with a market value of roughly $2.39M accounting for 2.71% of the overall portfolio. To date, the estimated cost basis is nearly $279.6 for "buy" trades. Ariel Focus Fund first purchased AJG in 2025 Q3, initially acquiring 6,343 shares. Since the initial investment in Arthur J Gallagher & Co (AJG), Ariel Focus Fund has made 3 more transactions.

How many AJG shares does Charles Bobrinskoy currently hold?

According to 2026 Q2 report, Charles Bobrinskoy holds 10,420 shares of Arthur J Gallagher & Co (AJG), valued at around $2.39M.

When did Charles Bobrinskoy buy Arthur J Gallagher & Co (AJG)?

Charles Bobrinskoy first invested in Arthur J Gallagher & Co (AJG) in 2025 Q3 at the reported quarter-end price of $309.74 per share.

What's the cost basis of Ariel Focus Fund's AJG stake?

The estimated cost basis for Arthur J Gallagher & Co (AJG) stake is around $279.60 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$279.60

Charles Bobrinskoy's historical trades in Arthur J Gallagher & Co

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.71%
10,420
$229.57
$2,392,119
+29.20% (+2,355)
+0.61%
2026 Q1
2.15%
8,065
$216.58
$1,746,718
+12.37% (+888)
+0.24%
2025 Q4
2.46%
7,177
$258.79
$1,857,336
+13.15% (+834)
+0.29%
2025 Q3
2.53%
6,343
$309.74
$1,964,681
new
+2.53%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.