Glenn Greenberg's Brave Warrior Advisors opened a new position in Arthur J Gallagher & Co (AJG) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 1.29M shares worth about $295M at June 30, 2026, 6.43% of the reported portfolio. AJG enters the book as the 6th largest of 40 stock positions.
What did the 2026 Q2 filing report for AJG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.29M |
| Reported value | $295M |
| Portfolio weight | 6.43% |
| Rank in portfolio | 6th of 40 |
How big is the new AJG position?
Glenn Greenberg opened 7 stock positions in 2026 Q2; AJG is the largest of them by weight. An average stock position in the Glenn Greenberg portfolio is 2% of the reported value, so the new name comes in above the fund's typical size.
Where does AJG sit in the Glenn Greenberg portfolio?
AJG ranks 6th of 40 stock positions in the Glenn Greenberg portfolio at 6.43%, above the fund's average stock position of 2%. The largest stock position is ICLR at 11.94%. Next come OMF at 10.08% and SNX at 8.4%. The three largest stocks together are 30.42% of the book. The AJG purchase was the 2nd largest of the quarter's 31 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Glenn Greenberg reported 40 stock positions, with 7 opened and 3 closed. The total portfolio value is about $4.6B, up 14% from the prior quarter.
Has Glenn Greenberg held AJG before?
Glenn Greenberg has not reported AJG before in the filings we track. Our data starts with the quarter ended June 30, 2013.
Did other funds buy or sell AJG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold AJG. Of those, one opened it this quarter. One other tracked fund sold out of it. The largest buyers of AJG this quarter were Dodge & Cox Stock Fund, Eagle Capital Management and Mairs & Power Growth Fund. The largest seller was Ole Andreas Halvorsen. Every tracked holder of AJG is on the AJG ownership page.
FAQ
How many AJG shares does Glenn Greenberg hold?
Glenn Greenberg holds 1.29M shares of AJG as of June 30, 2026, worth about $295M.
What is AJG's weight in the Glenn Greenberg portfolio?
AJG is 6.43% of the Glenn Greenberg portfolio and ranks 6th of 40 stocks by weight.
Has Glenn Greenberg owned AJG before?
No. Glenn Greenberg has not reported AJG before in the filings we track, which start with the quarter ended June 30, 2013.
How many other tracked funds hold AJG?
4 other tracked funds that had filed for 2026 Q2 hold AJG. One of them opened it this quarter.