Arthur J. Gallagher & Co (AJG)

• Market cap: $75B
• 1 day: 0.41%
• 5 days: -0.32%
• 1 month: -0.63%
• 3 months: -7.42%
• 6 months: -11.08%
• Year to date: 6.08%
• 1 year: -1.11%
• 5 years: 182.19%
• 10 years: 589.1%
• Sector: Financials
• Industry: Insurance Brokers

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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 97

17% more repeat investments, than reductions

Existing positions increased: 554 | Existing positions reduced: 473

11% more call options, than puts

Call options by funds: $164M | Put options by funds: $148M

1.35% more ownership

Funds ownership: 87.54% [Q1] → 88.89% (+1.35%) [Q2]

1% more funds holding

Funds holding: 1,340 [Q1] → 1,357 (+17) [Q2]

6% less capital invested

Capital invested by funds: $77.2B [Q1] → $72.6B (-$4.61B) [Q2]

24% less funds holding in top 10

Funds holding in top 10: 49 [Q1] → 37 (-12) [Q2]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $317
• Avg. target: $341
• High target: $373

7 analyst ratings

• positive: 3 43%
• neutral: 4 57%
• negative: 0 0%

Goldman Sachs Robert Cox	$344	Buy Reinstated	3 Sep 2025
Citigroup Matthew Heimermann	$317	Neutral Initiated	13 Aug 2025
UBS Weston Bloomer	$322	Neutral Maintained	4 Aug 2025
Wells Fargo Elyse Greenspan	$373	Overweight Maintained	1 Aug 2025
Piper Sandler Paul Newsome	$372	Overweight Maintained	1 Aug 2025