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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,073 hedge funds and large institutions have $43.3B invested in Arthur J. Gallagher & Co in 2023 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 409 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,073
Holders Change
+82
Holders Change %
+8.27%
% of All Funds
15.73%
Holding in Top 10
37
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-30.19%
% of All Funds
0.54%
New
161
Increased
409
Reduced
355
Closed
63
Calls
$86.6M
Puts
$81M
Net Calls
+$5.66M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.4B
2
Brown Advisory
Brown Advisory
Maryland
+$287M
3
Capital World Investors
Capital World Investors
California
+$199M
4
Capital International Investors
Capital International Investors
California
+$151M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$218M
3
Norges Bank
Norges Bank
Norway
-$215M
4
Fidelity International
Fidelity International
Bermuda
-$116M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
801
Huntington National Bank
Ohio
$309K -$3.6K -16 -1%
WAL
802
W Advisors LLC
Tennessee
$309K +$12.4K +55 +4%
ICG
803
InterOcean Capital Group
Tennessee
$308K +$17.5K +78 +6%
KI
804
Kapitalo Investimentos
Brazil
$308K +$199K +883 +182%
CAM
805
Cozad Asset Management
Illinois
$306K – – –
TFA
806
Transamerica Financial Advisors
Florida
$301K +$270K +1,197 +861%
MOS
807
MGO One Seven
Ohio
$300K +$28.1K +125 +10%
TFS
808
Thoroughbred Financial Services
Tennessee
$299K -$5.62K -25 -2%
PWM
809
Peterson Wealth Management
Nevada
$296K +$296K +1,318 New
FMLI
810
Fukoku Mutual Life Insurance
Japan
$295K -$57.3K -255 -16%
WWM
811
Western Wealth Management
Colorado
$294K +$2.47K +11 +0.8%
CWM
812
Cahaba Wealth Management
Georgia
$293K – – –
MIS
813
Morningstar Investment Services
Illinois
$292K +$292K +1,306 New
GWMR
814
GC Wealth Management RIA
Massachusetts
$291K +$291K +1,296 New
SP
815
Symmetry Partners
Connecticut
$291K -$215K -964 -43%
FBFS
816
First Business Financial Services
Wisconsin
$291K -$2.47K -11 -0.8%
BAM
817
Berkshire Asset Management
Pennsylvania
$286K -$10.3K -46 -3%
CGL
818
Clarius Group LLC
Washington
$285K -$21.8K -97 -7%
OWM
819
OneAscent Wealth Management
Alabama
$284K +$24.8K +110 +10%
TSWM
820
Triangle Securities Wealth Management
North Carolina
$282K +$282K +1,255 New
TH
821
TCTC Holdings
Texas
$282K – – –
WF
822
Wayfinding Financial
Washington
$276K -$18K -80 -6%
RIA
823
Regal Investment Advisors
Michigan
$273K +$32.4K +144 +13%
WBC
824
Westpac Banking Corp
Australia
$272K +$81.6K +363 +43%
RB
825
Renasant Bank
Mississippi
$271K +$11.7K +52 +5%
31 32
33
34 35