Dodge & Cox added AJG · ARTHUR J. GALLAGHER & CO.
$2.2B · now 1.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$283 now
OUR VALUE
$283 today
low $84mid $112high $140
2 models, as of 2026-11-13.
Priced past our value: the move has played out.
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