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 %
S
551
SignatureFD
Georgia
$609K -$16.6K -87 -3%
TCB
552
Texas Capital Bancshares
Texas
$608K -$574 -3 -0.1%
EWM
553
EPG Wealth Management
Georgia
$602K +$602K +3,149 New
HBT
554
Heartland Bank & Trust
Illinois
$601K +$35.6K +186 +6%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$601K -$29.1K -152 -5%
WDC
556
Woodward Diversified Capital
California
$600K +$7.08K +37 +1%
PIM
557
Penobscot Investment Management
Massachusetts
$599K +$134K +700 +29%
BF
558
BOK Financial
Oklahoma
$598K -$135K -704 -18%
HTC
559
Haverford Trust Company
Pennsylvania
$596K +$2.3K +12 +0.4%
JF
560
JSF Financial
California
$595K -$2.68K -14 -0.4%
GAAM
561
Guinness Atkinson Asset Management
California
$595K +$12.8K +67 +2%
PNC
562
Park National Corp
Ohio
$593K
BCV
563
Banque Cantonale Vaudoise
Switzerland
$587K
GT
564
Greenleaf Trust
Michigan
$582K +$1.91K +10 +0.3%
OAM
565
Occidental Asset Management
California
$580K
O
566
Ossiam
France
$574K +$136K +712 +31%
BPA
567
Beacon Pointe Advisors
California
$569K +$117K +610 +26%
PO
568
Private Ocean
California
$567K +$383 +2 +0.1%
RIL
569
Rothschild Investment LLC
Illinois
$565K +$191 +1 +0%
AWM
570
Accurate Wealth Management
Florida
$560K +$73.4K +375 +15%
CWM
571
Congress Wealth Management
Massachusetts
$559K +$32.3K +169 +6%
GWSG
572
GPS Wealth Strategies Group
Colorado
$557K +$557K +2,911 New
Los Angeles Capital Management
573
Los Angeles Capital Management
California
$555K -$10.5K -55 -2%
WW
574
Westshore Wealth
California
$555K +$173K +903 +45%
SWA
575
Stratos Wealth Advisors
Ohio
$553K -$33.1K -173 -6%