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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 %
NCFG
776
New Century Financial Group
New Jersey
$421K +$121K +484 +40%
MIM
777
Miller Investment Management
Pennsylvania
$418K – – –
ICG
778
InterOcean Capital Group
Tennessee
$418K +$75.3K +301 +22%
GWMR
779
GC Wealth Management RIA
Massachusetts
$417K +$92.5K +370 +29%
GI
780
GAMMA Investing
California
$416K +$152K +606 +57%
PIM
781
Plato Investment Management
Australia
$413K +$299K +1,197 +264%
LFA
782
Longview Financial Advisors
Alabama
$411K -$21K -84 -5%
MSWM
783
Mowery & Schoenfeld Wealth Management
Illinois
$411K -$40.8K -163 -9%
RFO
784
RiverGlades Family Offices
Florida
$407K – – –
CIS
785
Custom Index Systems
New York
$403K +$403K +1,612 New
NP
786
NorthRock Partners
Minnesota
$402K +$28K +112 +7%
LIA
787
LS Investment Advisors
Michigan
$400K – – –
MYIA
788
Mount Yale Investment Advisors
Colorado
$399K -$14.3K -57 -3%
CWAG
789
Compton Wealth Advisory Group
Virginia
$398K – – –
VC
790
Vestor Capital
Illinois
$394K -$29.8K -119 -7%
HPM
791
Hoxton Planning & Management
West Virginia
$394K +$4.75K +19 +1%
SB
792
Strategic Blueprint
Georgia
$392K +$45.8K +183 +13%
BIAS
793
Beacon Investment Advisory Services
New Jersey
$388K +$388K +1,550 New
RMCM
794
Reynders McVeigh Capital Management
Massachusetts
$385K -$28K -112 -7%
PA
795
Procyon Advisors
Connecticut
$384K -$5.25K -21 -1%
RWA
796
River Wealth Advisors
Pennsylvania
$382K -$12.8K -51 -3%
ACP
797
Aviance Capital Partners
Florida
$378K +$378K +1,512 New
HWA
798
Heritage Wealth Advisors
Virginia
$375K – – –
MWM
799
Mission Wealth Management
California
$372K +$20.5K +82 +6%
IAA
800
Independent Advisor Alliance
North Carolina
$371K +$371K +1,485 New
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