AJG icon

Arthur J. Gallagher & Co

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PCG
526
Prosperity Consulting Group
Maryland
$704K -$10.5K -55 -1%
PAG
527
Private Advisory Group
Washington
$698K
PMA
528
Prudent Man Advisors
Illinois
$697K -$1.15K -6 -0.2%
MSS
529
Mitchell Sinkler & Starr
Pennsylvania
$689K -$58.4K -305 -8%
FCI
530
Financial Counselors Inc
Kansas
$684K -$38.2K -200 -5%
AWM
531
Axxcess Wealth Management
California
$676K +$10.9K +57 +2%
TW
532
TrinityPoint Wealth
Connecticut
$673K +$42.1K +220 +7%
PTC
533
Private Trust Company
Ohio
$671K -$192K -1,001 -22%
PPC
534
Park Place Capital
Alabama
$670K +$161K +843 +32%
CW
535
CreativeOne Wealth
Kansas
$666K +$32.1K +168 +5%
ACM
536
Allred Capital Management
Texas
$662K +$574 +3 +0.1%
LNC
537
Lincoln National Corp
Pennsylvania
$652K +$110K +575 +20%
MAM
538
Montchanin Asset Management
Delaware
$645K
DT
539
Diversified Trust
Tennessee
$641K
AIM
540
Achmea Investment Management
Netherlands
$637K
FTDI
541
First Trust Direct Indexing
Massachusetts
$635K +$61.4K +321 +11%
V
542
VeraBank
Texas
$631K
Vontobel Holding
543
Vontobel Holding
Switzerland
$628K -$84.2K -440 -12%
CCA
544
Checchi Capital Advisers
California
$627K -$7.84K -41 -1%
CSIC
545
Clifford Swan Investment Counsel
California
$624K -$26.8K -140 -4%
BBA
546
Baader Bank Aktiengesellschaft
Germany
$624K -$586K -3,066 -48%
FAIM
547
Financial Advocates Investment Management
Washington
$623K +$24.7K +129 +4%
TF
548
TIAA FSB
Florida
$616K -$46.3K -242 -7%
D
549
Dentgroup
Louisiana
$616K
FSC
550
Full Sail Capital
Oklahoma
$612K +$1.15K +6 +0.2%