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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
$249M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.46B
3
Capital World Investors
Capital World Investors
California
$1.77B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$900M
5
BlackRock
BlackRock
New York
$4.93B

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$48.6M
2
American Century Companies
American Century Companies
Missouri
$33.9M
3
Capital International Investors
Capital International Investors
California
$2.75B
4
FPP
Findlay Park Partners
United Kingdom
$242M
5
WP
Woodline Partners
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
701
Pinnacle Holdings
Oklahoma
$723K +$723K +2,570 New
DWM
702
Dynasty Wealth Management
Florida
$713K +$37.4K +133 +6%
RIL
703
Rothschild Investment LLC
Illinois
$712K -$145K -514 -17%
CAAS
704
Capital Asset Advisory Services
Michigan
$710K -$293 -1 -0%
BONH
705
Bank of New Hampshire
New Hampshire
$703K – – –
Balyasny Asset Management
706
Balyasny Asset Management
Illinois
$697K -$18.3M -65,154 -96%
KWM
707
Kolinsky Wealth Management
New Jersey
$696K +$1.13K +4 +0.2%
RC
708
Roundview Capital
New Jersey
$683K +$9.29K +33 +1%
AIM
709
Anchor Investment Management
South Carolina
$681K – – –
PMA
710
Prudent Man Advisors
Illinois
$681K -$231K -822 -25%
TAM
711
Trust Asset Management
Texas
$676K – – –
NPT
712
Nixon Peabody Trust
Massachusetts
$675K – – –
ECG
713
Edge Capital Group
Georgia
$671K -$5.91K -21 -0.9%
AAIS
714
ABN AMRO Investment Solutions
$669K – – –
SC
715
Syon Capital
California
$667K -$2.81K -10 -0.4%
KPWS
716
Kestra Private Wealth Services
Texas
$667K -$443K -1,573 -40%
MG
717
Mather Group
Illinois
$665K -$71.5K -254 -10%
FFM
718
Forum Financial Management
Illinois
$660K +$1.13K +4 +0.2%
EFL
719
ERn Financial LLC
Wisconsin
$655K +$1.41K +5 +0.2%
ISL
720
Ingalls & Snyder LLC
New York
$653K +$2.25K +8 +0.3%
CWA
721
Clarus Wealth Advisors
Arizona
$649K -$44.2K -154 -6%
BCA
722
Bay Colony Advisors
Massachusetts
$648K +$28.4K +101 +5%
CG
723
Clifford Group
Massachusetts
$648K -$13.2K -47 -2%
MA
724
Montag & Associates
Georgia
$647K – – –
PFC
725
Phocas Financial Corp
California
$647K – – –
27 28
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