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

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$48.6M
2
American Century Companies
American Century Companies
Missouri
$33.9M
3
Capital International Investors
Capital International Investors
California
$2.75B
4
FPP
Findlay Park Partners
United Kingdom
$242M
5
WP
Woodline Partners
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
801
Bartlett & Co Wealth Management
Ohio
$464K – – –
PIM
802
Plato Investment Management
Australia
$464K – – –
FCP
803
Fidelis Capital Partners
Florida
$461K +$5.78K +20 +1%
RIA
804
Regal Investment Advisors
Michigan
$460K +$65K +231 +16%
QWM
805
Quadcap Wealth Management
Texas
$460K -$119K -423 -21%
MA
806
Mutual Advisors
Nebraska
$459K +$21.6K +75 +5%
MC
807
Machina Capital
France
$458K +$458K +1,626 New
MSWM
808
Mowery & Schoenfeld Wealth Management
Illinois
$450K -$12.1K -43 -3%
LIA
809
LS Investment Advisors
Michigan
$450K – – –
MWM
810
Mission Wealth Management
California
$449K +$24.8K +88 +6%
CWAG
811
Compton Wealth Advisory Group
Virginia
$448K – – –
XT
812
XTX Topco
Cayman Islands
$447K +$447K +1,588 New
CAM
813
Cozad Asset Management
Illinois
$445K – – –
PCS
814
Personal CFO Solutions
New Jersey
$443K -$32.9K -117 -7%
VFA
815
Values First Advisors
Tennessee
$440K -$16.3K -58 -4%
EWA
816
EverSource Wealth Advisors
Alabama
$440K +$52.9K +188 +14%
NWMG
817
National Wealth Management Group
Ohio
$437K +$437K +1,554 New
HPM
818
Hoxton Planning & Management
West Virginia
$437K -$281 -1 -0.1%
QWP
819
Quotient Wealth Partners
Texas
$435K -$100K -356 -19%
SAM
820
Smartleaf Asset Management
Massachusetts
$434K +$155K +553 +55%
SHFA
821
SC&H Financial Advisors
Maryland
$429K +$2.53K +9 +0.6%
WSFS
822
Wilmington Savings Fund Society
Delaware
$427K +$427K +1,518 New
WAL
823
W Advisors LLC
Tennessee
$426K +$10.1K +36 +2%
TCOV
824
Trust Company of Vermont
Vermont
$425K – – –
ACP
825
Aviance Capital Partners
Florida
$422K – – –
31 32
33
34 35