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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 %
HIC
726
Hartline Investment Corp
Illinois
$526K +$526K +2,102 New
PFA
727
Pathway Financial Advisors
Vermont
$525K – – –
OC
728
Oakworth Capital
Alabama
$523K -$16.8K -67 -3%
EI
729
Ellevest Inc
New York
$523K +$3K +12 +0.6%
CI
730
CX Institutional
Indiana
$522K +$7.5K +30 +1%
PFP
731
Pinnacle Financial Partners
Tennessee
$518K +$78.8K +315 +18%
BWP
732
Balboa Wealth Partners
Arizona
$507K +$500 +2 +0.1%
DAS
733
Dynamic Advisor Solutions
Arizona
$506K +$77.8K +311 +18%
FMLI
734
Fukoku Mutual Life Insurance
Japan
$506K +$178K +710 +54%
BFO
735
Biltmore Family Office
North Carolina
$500K – – –
SC
736
Settian Capital
New York
$500K +$500K +2,000 New
ANBT
737
American National Bank & Trust
Texas
$499K -$170K -680 -25%
HKAM
738
Horizon Kinetics Asset Management
New York
$499K – – –
WI
739
Wintrust Investments
Illinois
$487K +$44.3K +177 +10%
SWM
740
Spire Wealth Management
Virginia
$487K +$41.5K +166 +9%
MG
741
Mather Group
Illinois
$481K -$87.5K -389 -15%
KIA
742
KLR Investment Advisors
Rhode Island
$476K -$48.5K -204 -9%
DWM
743
Drive Wealth Management
Utah
$475K +$18.3K +73 +4%
NCM
744
Northside Capital Management
Oregon
$473K – – –
VSQM
745
V-Square Quantitative Management
Illinois
$469K +$226K +902 +93%
BMCM
746
Bryn Mawr Capital Management
Pennsylvania
$463K -$6K -24 -1%
EH
747
Equitable Holdings
New York
$455K +$72K +288 +19%
LSPW
748
Lake Street Private Wealth
Illinois
$453K -$7.5K -30 -2%
BCWM
749
Bartlett & Co Wealth Management
Ohio
$451K – – –
ILI
750
Invesco LLC (Illinois)
Illinois
$450K -$14.5K -58 -3%
28 29
30
31 32