Ariel Investments (John W. Rogers)

Ariel Investments (John W. Rogers) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $10.0B across 106 positions. The portfolio has returned 6.7% annualized over five years, with 16.4% volatility and a maximum drawdown of 24.6%. Top holdings include MSGE, OSW, CRL, AMG, JLL. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.