Steven Romick added AJG · ARTHUR J. GALLAGHER & CO.
$309M · now 3.8% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 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.
$277 now
OUR VALUE
$277 today
low $159mid $211high $264
2 models, as of 2026-11-12.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。