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Ariel Focus Fund's investment thesis on Arthur J. Gallagher & Co. ($AJG) — Q3 2025 | Buyside Digest

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$AJGNYSEArthur J. Gallagher & Co.

BULL

Ariel Focus Fund—AJG

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$228.11USD

-13.2% vs last month

$310.48Pitched

-26.5% since pitch

Market Cap$64.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Ariel Focus Fund delivered an exceptional return of +20.76% in the third quarter of 2025, significantly outperforming the Russell 1000 Value Index (+5.33%) and the S&P 500 Index (+8.12%). Resideo Technologies (REZI)...

— Ariel Investments, LLC

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What other investors think about $AJG, and what else Ariel Focus Fund is buying.

Other pitches on $AJG

Other investors who've written on Arthur J. Gallagher & Co.

Silver Beech CapitalBULL

Pitched Sep 4, 2026

Arthur J. Gallagher & Co. (NYSE: AJG) is the world's third-largest commercial insurance broker, operating as an intermediary that structures, places, and negotiates complex property and casualty policies for mid-sized corporate clients. Silver Beech established...

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