Here’s What is Reinforcing Ariel Focus Fund’s Confidence in Arthur J. Gallagher & Co. (AJG)

3 days ago 2

Soumya Eswaran

Thu, November 13, 2025 astatine 6:44 AM CST 3 min read

Ariel Investments, an concern absorption company, released its “Ariel Focus Fund” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities accrued importantly successful the 3rd quarter, driven by the Federal Reserve’s archetypal complaint cut, beardown firm net growth, and broadening marketplace participation. In this environment, the money accrued by 20.76%, outperforming the 5.33% summation for the Russell 1000 Value Index and the 8.12% instrumentality for the S&P 500 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Ariel Focus Fund highlighted stocks specified arsenic Arthur J. Gallagher & Co. (NYSE:AJG). Arthur J. Gallagher & Co. (NYSE:AJG) provides security and reinsurance brokerage, consulting, and third-party property/casualty claims colony and medication services. The one-month instrumentality of Arthur J. Gallagher & Co. (NYSE:AJG) was -13.61%, and its shares mislaid 14.23% of their worth implicit the past 52 weeks. On November 12, 2025, Arthur J. Gallagher & Co. (NYSE:AJG) banal closed astatine $255.86 per share, with a marketplace capitalization of $65.706 billion.

Ariel Focus Fund stated the pursuing regarding Arthur J. Gallagher & Co. (NYSE:AJG) successful its 3rd 4th 2025 capitalist letter:

"We added Arthur J. Gallagher & Co. (NYSE:AJG), the world’s largest security broker focused connected middle-market clients. Shares came nether humble unit during the 4th owed to a hold successful closing its $13.4 cardinal acquisition of AssuredPartners. The woody yet closed successful August 2025, with absorption present projecting stronger synergies than initially anticipated. Looking ahead, we judge AJG’s scale, specialized expertise, and highly scalable level presumption it good for continued integrated maturation and borderline expansion. The resilience of the planetary security marketplace further supports its semipermanent outlook, reinforcing our assurance successful AJG arsenic a halfway holding."

Is Arthur J. Gallagher & Co. (AJG) the Top Stock to Buy According to Balyasny Asset Management?

Arthur J. Gallagher & Co. (NYSE:AJG) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 62 hedge money portfolios held Arthur J. Gallagher & Co. (NYSE:AJG) astatine the extremity of the 2nd quarter, up from 52 successful the erstwhile quarter. While we admit the imaginable of Arthur J. Gallagher & Co. (NYSE:AJG) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.