John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. is an influential American investor and the founder of Ariel Capital Management, established in 1983. As chairman and co-CEO, he has led Ariel Investments to become the largest minority-run mutual fund firm in the United States. Rogers is known for his contributions to Forbes magazine and his active role in various philanthropic and political initiatives, including his support for the 2008 Barack Obama presidential campaign. Ariel Investments, based in Chicago, focuses on small and mid-cap stocks, employing a value-oriented investment strategy. The firm emphasizes long-term growth and has developed a reputation for its disciplined approach to investment, which is reflected in its diverse portfolio across various sectors, including financial services, technology, and consumer cyclical. The disclosed trading record for John W. Rogers Jr. shows a total of 600 disclosures, with significant activity observed from February 13, 2025, to May 14, 2026. This period includes 251 position increases, 270 reductions, and 42 exits, with the largest move being an exit from ViacomCBS (VIAC) valued at approximately $159.5 million. The firm has notably engaged with companies such as Check Point Software Technologies Ltd (CHKP) and Microsoft Corp (MSFT), indicating a strategic focus on technology and financial sectors.

Latest Trades

CompanyValueActionChangePriceLast Price
The Walt Disney CompanyDIS$63M654.4k sharesTrimQ1 2026 13F$375k$105.69$96.22
M&T Bank CorporationMTB$37M177.6k sharesAddQ1 2026 13F$373k$215.24$254.04
Vanguard Total International Stock ETFVXUS$361k4.7k sharesOtherQ1 2026 13F$361k$77.11$84.06
Columbia EM Core Ex-China ETFXCEM$345k8.5k sharesOtherQ1 2026 13F$345k$40.81$47.89
Arthur J. Gallagher & CoAJG$4M19.8k sharesAddQ1 2026 13F$306k$215.42$254.22
PHINIA Inc.PHIN$9M132.6k sharesAddQ1 2026 13F$286k$68.44$81.03
Prestige Consumer Healthcare Inc.PBH$253M4.3M sharesAddQ1 2026 13F$256k$59.27$48.36
Mosaic CompanyMOS$4M148.3k sharesAddQ1 2026 13F$241k$27.42$22.54
iShares Russell Mid-Cap Value ETFIWS$167k1.1k sharesOtherQ1 2026 13F$167k$145.74$166.12
Fair Isaac CorporationFICO$218k204 sharesTrimQ1 2026 13F$156k$1,371.63$1,241.22
iShares Russell 1000 Value ETFIWD$-140.5KExitQ1 2026 13F$141k$213.13$249.46
H D F C Bank LtdHDB$350k14.1k sharesTrimQ1 2026 13F$130k$29.65$24.07
The Progressive CorporationPGR$200k1k sharesTrimQ1 2026 13F$49k$206.39$205.90
Zimmer Biomet Holdings, Inc.ZBH$273k3k sharesTrimQ1 2026 13F$18k$93.80$89.68
Motorola Solutions, Inc.MSI$302k696 sharesAddQ1 2026 13F$13k$432.93$410.77
Brady CorpBRC$225k2.8k sharesTrimQ1 2026 13F$10k$86.95$93.55
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