Letters by company

Arthur J. Gallagher & Co.

1 letter discussing AJG. Everything written about it on this site is on its ticker page.

Dodge & Cox Stock Fund To Our Shareholders Dodge & Cox Stock Fund added Roper Technologies, Visa, Arthur J. Gallagher and Thermo Fisher Scientific while increasing Microsoft, arguing that AI fears, cyclical pressures and regulatory concerns had created valuation opportunities. The fund retained confidence in FIS, Fiserv and Charter Communications despite operational and competitive concerns, maintaining a contrarian tilt toward Financials and Health Care. six-month period ended June 30, 2026 AJG $59BCHTR $14BFIS $18B