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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,189 hedge funds and large institutions have $51.2B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 430 increasing their positions, 447 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,189
Holders Change
+47
Holders Change %
+4.12%
% of All Funds
17.2%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.48%
New
118
Increased
430
Reduced
447
Closed
60
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$174M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$163M
3
Capital World Investors
Capital World Investors
California
+$136M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
5
BlackRock
BlackRock
New York
+$82.5M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$206M
2
American Century Companies
American Century Companies
Missouri
-$135M
3
Capital International Investors
Capital International Investors
California
-$121M
4
FPP
Findlay Park Partners
United Kingdom
-$118M
5
WP
Woodline Partners
California
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
651
Compass Ion Advisors
Pennsylvania
$931K +$88.6K +315 +11%
P
652
&Partners
Tennessee
$930K +$410K +1,456 +79%
V
653
VeraBank
Texas
$929K – – –
TSWM
654
Triangle Securities Wealth Management
North Carolina
$928K -$7.32K -26 -0.8%
HWM
655
HB Wealth Management
Georgia
$928K +$145K +515 +19%
GT
656
Greenleaf Trust
Michigan
$921K +$12.1K +43 +1%
Focus Partners Wealth
657
Focus Partners Wealth
Massachusetts
$908K -$2.02M -7,163 -69%
MAM
658
Montchanin Asset Management
Delaware
$906K -$42.2K -150 -4%
SPIA
659
Steward Partners Investment Advisory
New York
$900K +$39.7K +141 +5%
WI
660
WrapManager Inc
California
$897K -$85.8K -305 -9%
FCI
661
Financial Counselors Inc
Kansas
$885K -$844 -3 -0.1%
VEA
662
Virtus ETF Advisers
New York
$878K +$878K +3,122 New
AWM
663
Accurate Wealth Management
Florida
$872K -$40K -139 -4%
CSIC
664
Clifford Swan Investment Counsel
California
$871K +$2.81K +10 +0.3%
FSC
665
Full Sail Capital
Oklahoma
$863K – – –
LNWWM
666
Laird Norton Wetherby Wealth Management
California
$855K -$17.2K -61 -2%
PNC
667
Park National Corp
Ohio
$847K -$2.81K -10 -0.3%
SC
668
Settian Capital
New York
$844K +$281K +1,000 +50%
CCA
669
Checchi Capital Advisers
California
$843K +$13.8K +49 +2%
VCM
670
Virtue Capital Management
Tennessee
$840K +$840K +2,985 New
WEG
671
World Equity Group
Illinois
$837K +$32.4K +115 +4%
Empower Advisory Group
672
Empower Advisory Group
Colorado
$837K -$49K -174 -6%
OAM
673
Occidental Asset Management
California
$835K +$31.5K +112 +4%
KeyBank National Association
674
KeyBank National Association
Ohio
$835K +$214K +760 +34%
AF
675
Allworth Financial
California
$829K +$22.2K +79 +3%
25 26
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