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Arthur J. Gallagher & Co

941 hedge funds and large institutions have $34.9B invested in Arthur J. Gallagher & Co in 2023 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 376 increasing their positions, 302 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+26
Holders Change %
+2.84%
% of All Funds
15.06%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.61%
New
116
Increased
376
Reduced
302
Closed
72
Calls
$60.1M
Puts
$61M
Net Calls
-$875K
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
751
Mutual Advisors
Nebraska
$253K +$27.9K +146 +12%
DAS
752
Dynamic Advisor Solutions
Arizona
$251K +$251K +1,312 New
WAL
753
W Advisors LLC
Tennessee
$246K -$8.8K -46 -3%
SWM
754
Spire Wealth Management
Virginia
$246K +$110K +573 +80%
FBFS
755
First Business Financial Services
Wisconsin
$244K
WWM
756
Western Wealth Management
Colorado
$244K
PP
757
Patron Partners
Texas
$242K +$8.99K +47 +4%
OHWA
758
Oak Hill Wealth Advisors
Virginia
$241K
ICG
759
InterOcean Capital Group
Tennessee
$241K
KIA
760
KCM Investment Advisors
California
$241K +$5.93K +31 +3%
SCM
761
Shelton Capital Management
Colorado
$240K
TH
762
TCTC Holdings
Texas
$240K +$78.4K +410 +49%
BAM
763
Berkshire Asset Management
Pennsylvania
$238K +$238K +1,243 New
FB
764
Fulton Bank
Pennsylvania
$236K +$236K +1,235 New
BFEC
765
Benjamin F. Edwards & Company
Missouri
$236K -$4.97K -26 -2%
RB
766
Renasant Bank
Mississippi
$232K +$232K +1,214 New
CIA
767
Choate Investment Advisors
Massachusetts
$231K
MLA
768
My Legacy Advisors
Oregon
$229K -$15.8K -81 -6%
HSA
769
HBK Sorce Advisory
Pennsylvania
$224K -$932K -4,870 -81%
CIC
770
Carnegie Investment Counsel
Ohio
$222K -$765 -4 -0.3%
RBC
771
Roble Belko & Company
Pennsylvania
$222K -$25.8K -135 -10%
CI
772
Conning Inc
Connecticut
$222K -$3.06K -16 -1%
GVAG
773
Great Valley Advisor Group
Delaware
$221K +$221K +1,155 New
GA
774
Geller Advisors
New York
$219K +$219K +1,146 New
CC
775
Centiva Capital
New York
$218K -$925K -4,837 -81%