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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,121 hedge funds and large institutions have $46.4B invested in Arthur J. Gallagher & Co in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 429 increasing their positions, 398 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+48
Holders Change %
+4.47%
% of All Funds
16.25%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.58%
New
133
Increased
429
Reduced
398
Closed
74
Calls
$166M
Puts
$116M
Net Calls
+$49.3M
Net Calls Change
+$43.6M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$235M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$198M
3
Capital International Investors
Capital International Investors
California
+$182M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$178M
5
Capital World Investors
Capital World Investors
California
+$99.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.54B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$527M
3
UE
Unisphere Establishment
Liechtenstein
-$158M
4
SFFS
Stonehage Fleming Financial Services
Jersey
-$144M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
701
Syon Capital
California
$586K -$520K -2,081 -47%
AIP
702
Ameritas Investment Partners
Nebraska
$586K -$13.5K -54 -2%
FFM
703
Forum Financial Management
Illinois
$585K – – –
CWA
704
Clarus Wealth Advisors
Arizona
$584K +$20.6K +86 +4%
PWM
705
Prosperity Wealth Management
California
$583K +$583K +2,331 New
CW
706
CreativeOne Wealth
Kansas
$581K +$113K +453 +24%
KeyBank National Association
707
KeyBank National Association
Ohio
$578K +$26.8K +107 +5%
ISL
708
Ingalls & Snyder LLC
New York
$578K +$5K +20 +0.9%
MA
709
Montag & Associates
Georgia
$575K – – –
PFC
710
Phocas Financial Corp
California
$575K – – –
CCB
711
Country Club Bank
Missouri
$569K – – –
CI
712
Cigna Investments
Connecticut
$569K +$3.75K +15 +0.7%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$567K – – –
LOPW
714
Live Oak Private Wealth
North Carolina
$554K – – –
QI
715
Qtron Investments
Massachusetts
$554K – – –
IA
716
IFP Advisors
Florida
$545K -$6K -24 -1%
HIS
717
Harvest Investment Services
Illinois
$545K +$545K +2,178 New
ST
718
Somerset Trust
Pennsylvania
$540K – – –
GM
719
GeoWealth Management
Illinois
$535K +$238K +952 +80%
TTWM
720
TCV Trust & Wealth Management
Virginia
$532K -$18.8K -75 -3%
ST
721
Smithfield Trust
Pennsylvania
$532K – – –
DWT
722
Dorsey & Whitney Trust
South Dakota
$529K +$5.5K +22 +1%
CTA
723
Colonial Trust Advisors
South Carolina
$528K -$1K -4 -0.2%
MA
724
MJP Associates
Connecticut
$526K +$526K +2,105 New
BCA
725
Bay Colony Advisors
Massachusetts
$526K +$10.8K +43 +2%
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