Arthur J. Gallagher & Co
About: Founded in 1927 as a one-person agency, Gallagher's primary business is insurance brokerage, with a focus on serving middle-market companies. The company's risk management segment provides third-party claims adjustment to companies that choose to self-insure. Gallagher has about 56,000 employees and generates about a third of its revenue internationally, primarily in Australia, Canada, New Zealand, and the UK.
Employees: 56,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
177% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 78
68% more repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 327
58% more funds holding in top 10
Funds holding in top 10: 33 [Q3] → 52 (+19) [Q4]
47% more call options, than puts
Call options by funds: $275M | Put options by funds: $187M
28% more capital invested
Capital invested by funds: $51.2B [Q3] → $65.8B (+$14.6B) [Q4]
10% more funds holding
Funds holding: 1,182 [Q3] → 1,299 (+117) [Q4]
9.67% more ownership
Funds ownership: 83.14% [Q3] → 92.82% (+9.67%) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Alex Scott 46% 1-year accuracy 43 / 94 met price target | 5%upside $346 | Equal-Weight Maintained | 11 Apr 2025 |
Jefferies Andrew Andersen 75% 1-year accuracy 6 / 8 met price target | 20%downside $265 | Hold Maintained | 11 Apr 2025 |
Wells Fargo Elyse Greenspan 57% 1-year accuracy 66 / 116 met price target | 13%upside $372 | Overweight Maintained | 10 Apr 2025 |
Keefe, Bruyette & Woods Meyer Shields 73% 1-year accuracy 82 / 113 met price target | 5%downside $314 | Market Perform Maintained | 21 Mar 2025 |
RBC Capital Scott Heleniak 70% 1-year accuracy 31 / 44 met price target | 3%upside $340 | Outperform Maintained | 31 Jan 2025 |
Financial journalist opinion
Based on 10 articles about AJG published over the past 30 days
