John Rogers - Ariel Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  HCC Insurance Holdings, Inc. (HCZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 0.17 SEC
2015   Q3 168,329 0.17 Reduce 1.46% <0.01 $77.47 $13,040,000 SEC
2015   Q2 170,831 0.16 Reduce 44.17% 0.09 $76.84 $13,127,000 SEC
2015   Q1 305,996 0.21 Add 1.58% <0.01 $56.67 $17,341,000 SEC
2014   Q4 301,224 0.21 Add 1.27% <0.01 $53.52 $16,122,000 SEC
2014   Q3 297,459 0.20 Reduce 1.40% <0.01 $48.29 $14,364,000 SEC
2014   Q2 301,685 0.20 Reduce 2.03% <0.01 $48.94 $14,764,000 SEC
2014   Q1 307,940 0.19 Reduce 6.47% 0.01 $45.49 $14,008,000 SEC
2013   Q4 329,240 0.21 Reduce 0.08% <0.01 $46.14 $15,191,000 SEC
2013   Q3 329,514 0.24 Add 2.89% <0.01 $43.82 $14,439,000 SEC
2013   Q2 320,264 0.26 Reduce 0.98% <0.01 $43.11 $13,807,000 SEC
2013   Q1 323,439 0.27 Add 4.82% 0.01 $42.03 $13,594,000 SEC
2012   Q4 308,556 0.27 Add 3.46% <0.01 $37.21 $11,481,000 SEC
2012   Q3 298,226 0.25 Reduce 13.16% 0.04 $33.89 $10,107,000 SEC
2012   Q2 343,431 0.28 Add 3.21% <0.01 $31.40 $10,784,000 SEC
2012   Q1 332,751 0.25 Add 0.77% <0.01 $31.17 $10,372,000 SEC
2011   Q4 330,218 0.24 Reduce 1.27% <0.01 $27.50 $9,081,000 SEC
2011   Q3 334,463 0.28 Reduce 85.11% 1.32 $27.05 $9,047,000 SEC
2011   Q2 2,246,765 1.55 Buy 1.55 $31.50 $70,772,000 SEC
2011   Q1 0 0.00 Sell 100.00% 1.58 SEC
2010   Q4 2,368,180 1.58 Add 1.77% 0.03 $28,940.00 $68,535,129,000 SEC
2010   Q3 2,326,920 1.52 Reduce 18.15% 0.34 $26,090.00 $60,709,343,000 SEC
2010   Q2 2,842,882 1.86 Reduce 0.74% 0.01 $24,760.00 $70,389,758,000 SEC
2010   Q1 2,864,027 1.76 Reduce 1.56% 0.03 $27,600.00 $79,047,145,000 SEC
2009   Q4 2,909,339 1.94 Add 18.64% 0.30 $27,970.00 $81,374,212,000 SEC
2009   Q3 2,452,266 2.00 Add 37.77% 0.55 $27,350.22 $67,070,022,000 SEC
2009   Q2 1,780,032 1.36 Add 11.59% 0.14 $24,010.00 $42,738,568,000 SEC
2009   Q1 1,595,162 1.47 Reduce 56.94% 1.81 $25,190.00 $40,182,131,000 SEC
2008   Q4 3,704,742 3.18 Reduce 21.71% 0.47 $26,750.00 $99,101,849,000 SEC
2008   Q3 4,732,134 2.18 Reduce 52.19% 1.47 $27,000.00 $127,767,618,000 SEC
2008   Q2 9,897,940 2.81 Reduce 12.08% 0.41 $21,140.00 $209,242,450,000 SEC
2008   Q1 11,258,136 3.43 Reduce 6.31% 0.25 $22,690.00 $255,447,059,000 SEC
2007   Q4 12,016,438 3.90 Reduce 16.92% 0.74 $28,679.99 $344,631,296,000 SEC
2007   Q3 14,463,907 4.36 Add 5.35% 0.22 $28,640.02 $414,246,556,000 SEC
2007   Q1 13,729,472 4.21 Add 19.09% 0.67 $30,799.98 $422,867,465,000 SEC
2006   Q4 11,529,124 3.44 Reduce 7.80% 0.29 $32,089.94 $369,968,856,000 SEC
2006   Q3 12,504,214 3.72 Reduce 9.91% 0.30 $32,880.02 $411,138,861,000 SEC
2006   Q2 13,880,180 3.05 Buy 3.05 $29,439.98 $408,632,263,000 SEC
2006   Q1 0 0.00 Sell 100.00% 3.32 SEC
2005   Q4 15,756,308 3.32 Reduce 6.21% 0.20 $29.68 $467,648,000 SEC
2005   Q3 16,799,920 3.22 Add 0.91% 0.03 $28.53 $479,302,000 SEC
2005   Q2 16,649,071 2.87 Add 57.25% 1.04 $25.25 $420,334,000 SEC
2005   Q1 10,587,955 2.60 Add 7.37% 0.18 $36.16 $382,860,000 SEC
2004   Q4 9,860,840 2.11 Add 12.98% 0.24 $33.12 $326,591,000 SEC
2004   Q3 8,727,772 1.93 Buy 1.93 $30.15 $263,142,000 SEC
2004   Q2 0 0.00 Sell 100.00% 2.02 SEC
2004   Q1 8,144,837 2.02 Reduce 1.11% 0.02 $32.33 $263,323,000 SEC
2003   Q4 8,236,182 2.17 Add 0.53% 0.01 $31.80 $261,911,000 SEC
2003   Q3 8,192,827 2.42 Add 2.19% 0.05 $29.08 $238,247,000 SEC
2003   Q2 8,017,267 2.69 Buy 2.69 $29.57 $237,070,000 SEC
2003   Q1 0 0.00 Sell 100.00% 2.32 SEC
2002   Q4 6,964,906 2.32 Add 6.18% 0.14 $24.60 $171,337,000 SEC
2002   Q3 6,559,598 0.02 Reduce 47.29% 1.18 $24.01 $157,496,000 SEC
2002   Q2 12,443,714 2.49 Add 7.58% 0.18 $26,350.00 $327,891,864,000 SEC
2002   Q1 11,567,184 1.77 Add 142.69% 1.04 $26,000.00 $300,746,784,000 SEC
2001   Q2 4,766,165 2.47 Reduce 16.62% 0.59 $24.50 $116,771,000 SEC
2001   Q1 5,716,375 3.55 Buy 3.55 $26.45 $151,198,000 SEC
2000   Q3 0 0.00 Sell 100.00% 1.51 SEC
2000   Q2 5,030,100 1.51 $13.25 $66,649,000 SEC
2000   Q1 5,030,100 2.44 Add 4.18% 0.10 $13.25 $66,649,000 SEC
1999   Q4 4,828,420 2.86 Buy 2.86 $13.19 $63,675,000 SEC