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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
36% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 96
34% more call options, than puts
Call options by funds: $120M | Put options by funds: $89.6M
17% more repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 468
1.08% more ownership
Funds ownership: 87.5% [Q1] → 88.58% (+1.08%) [Q2]
0% more funds holding
Funds holding: 1,338 [Q1] → 1,343 (+5) [Q2]
6% less capital invested
Capital invested by funds: $77.2B [Q1] → $72.4B (-$4.84B) [Q2]
24% less funds holding in top 10
Funds holding in top 10: 49 [Q1] → 37 (-12) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Citigroup Matthew Heimermann | 6%upside $317 | Neutral Initiated | 13 Aug 2025 |
UBS Weston Bloomer | 8%upside $322 | Neutral Maintained | 4 Aug 2025 |
Wells Fargo Elyse Greenspan | 25%upside $373 | Overweight Maintained | 1 Aug 2025 |
Piper Sandler Paul Newsome | 25%upside $372 | Overweight Maintained | 1 Aug 2025 |
Keefe, Bruyette & Woods Meyer Shields | 11%upside $330 | Market Perform Maintained | 9 Jul 2025 |
Financial journalist opinion
Based on 13 articles about AJG published over the past 30 days
