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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
1
Principal Financial Group
Iowa
$249M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.46B
3
Capital World Investors
3
Capital World Investors
California
$1.77B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$900M
5
BlackRock
5
BlackRock
New York
$4.93B

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.6M
2
American Century Companies
2
American Century Companies
Missouri
$33.9M
3
Capital International Investors
3
Capital International Investors
California
$2.75B
4
FPP
4
Findlay Park Partners
United Kingdom
$242M
5
WP
5
Woodline Partners
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
751
Strategic Wealth Partners
Ohio
$590K +$76K +270 +15%
CI
752
CX Institutional
Indiana
$590K +$6.47K +23 +1%
SWM
753
Spire Wealth Management
Virginia
$587K +$61.6K +219 +12%
KA
754
Kozak & Associates
Colorado
$586K – – –
CC
755
Centiva Capital
New York
$582K +$582K +2,068 New
OC
756
Oakworth Capital
Alabama
$563K -$12.9K -46 -2%
BFO
757
Biltmore Family Office
North Carolina
$563K – – –
FMLI
758
Fukoku Mutual Life Insurance
Japan
$558K – – –
CW
759
CreativeOne Wealth
Kansas
$554K +$56K +199 +11%
DWM
760
Drive Wealth Management
Utah
$554K +$3.66K +13 +0.7%
HKAM
761
Horizon Kinetics Asset Management
New York
$551K -$11K -39 -2%
BFM
762
Boothbay Fund Management
New York
$543K +$543K +1,931 New
P
763
Pitcairn
Pennsylvania
$536K -$194K -688 -27%
GL
764
Graypoint LLC
New York
$532K +$21.9K +78 +4%
NCM
765
Northside Capital Management
Oregon
$532K – – –
IWC
766
Integrated Wealth Concepts
Massachusetts
$532K -$16.9K -60 -3%
BTI
767
Blue Trust Inc
Georgia
$530K +$243K +939 +85%
HIA
768
Harbor Investment Advisory
Maryland
$528K -$56.6K -201 -10%
AIA
769
Alera Investment Advisors
Illinois
$527K -$6.47K -23 -1%
NP
770
NorthRock Partners
Minnesota
$526K +$16.9K +60 +3%
LCWP
771
Legacy Capital Wealth Partners
Arkansas
$526K -$15.2K -54 -3%
APW
772
Austin Private Wealth
Texas
$522K +$7.88K +28 +2%
ACS
773
Archford Capital Strategies
Illinois
$521K – – –
ACA
774
Aptus Capital Advisors
Alabama
$521K -$3.66K -13 -0.7%
AC
775
AXQ Capital
New Jersey
$519K +$519K +1,844 New
29 30
31
32 33