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Arthur J. Gallagher & Co

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
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$639K -$82.7K -294 -11%
PA
727
Procyon Advisors
Connecticut
$639K +$206K +731 +47%
SYBT
728
Stock Yards Bank & Trust
Kentucky
$637K -$844 -3 -0.1%
CCB
729
Country Club Bank
Missouri
$636K
PFP
730
Pinnacle Financial Partners
Tennessee
$636K +$48.4K +172 +8%
EIP
731
Epoch Investment Partners
New York
$634K -$12.3M -43,588 -95%
CI
732
Cigna Investments
Connecticut
$629K -$6.19K -22 -1%
DT
733
Diversified Trust
Tennessee
$629K -$252K -897 -29%
AIP
734
Ameritas Investment Partners
Nebraska
$624K -$22.5K -80 -3%
QI
735
Qtron Investments
Massachusetts
$623K
LOPW
736
Live Oak Private Wealth
North Carolina
$623K
4WM
737
44 Wealth Management
Oregon
$619K +$619K +2,143 New
HIC
738
Hartline Investment Corp
Illinois
$619K
OWM
739
OneAscent Wealth Management
Alabama
$617K +$617K +2,192 New
IAS
740
Insigneo Advisory Services
Florida
$616K -$269K -955 -30%
EWA
741
EP Wealth Advisors
California
$614K +$298K +1,061 +95%
VSQM
742
V-Square Quantitative Management
Illinois
$610K +$91.7K +326 +18%
BWP
743
Balboa Wealth Partners
Arizona
$610K -$34.6K -123 -5%
BPA
744
Beacon Pointe Advisors
California
$606K -$231K -822 -28%
ST
745
Somerset Trust
Pennsylvania
$598K -$9.85K -35 -2%
ST
746
Smithfield Trust
Pennsylvania
$597K
PTC
747
Private Trust Company
Ohio
$596K -$41.6K -148 -7%
CTA
748
Colonial Trust Advisors
South Carolina
$594K
JWCA
749
J.W. Coons Advisors
Ohio
$592K -$83K -295 -12%
PFA
750
Pathway Financial Advisors
Vermont
$591K