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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 %
CWM
826
Cahaba Wealth Management
Georgia
$325K – – –
FHA
827
First Horizon Advisors
Tennessee
$324K -$28K -112 -8%
HNB
828
Huntington National Bank
Ohio
$324K -$20.5K -82 -6%
FBFS
829
First Business Financial Services
Wisconsin
$322K -$1.75K -7 -0.5%
AWM
830
Avior Wealth Management
Nebraska
$320K +$291K +1,162 +976%
BAM
831
Berkshire Asset Management
Pennsylvania
$318K -$751 -3 -0.2%
MPM
832
MBB Public Markets
Illinois
$317K +$317K +1,267 New
RIA
833
Regal Investment Advisors
Michigan
$316K +$11.8K +47 +4%
SCM
834
Shelton Capital Management
Colorado
$314K -$62.5K -250 -17%
TH
835
TCTC Holdings
Texas
$314K – – –
WIC
836
Wilkins Investment Counsel
Massachusetts
$313K +$313K +1,250 New
MWM
837
Modera Wealth Management
New Jersey
$312K +$30K +120 +11%
WFI
838
West Family Investments
California
$309K +$38.8K +155 +14%
CG
839
Cynosure Group
Utah
$309K +$309K +1,236 New
ML
840
McAdam LLC
Pennsylvania
$309K +$309K +1,234 New
PP
841
Paloma Partners
Connecticut
$308K -$537K -2,149 -64%
ACG
842
Allen Capital Group
Nebraska
$307K +$307K +1,228 New
MOS
843
MGO One Seven
Ohio
$306K -$28.3K -113 -8%
WF
844
Wayfinding Financial
Washington
$303K +$2.69K +11 +0.9%
WBC
845
Westpac Banking Corp
Australia
$303K – – –
RB
846
Renasant Bank
Mississippi
$302K – – –
PWM
847
Perigon Wealth Management
California
$301K +$27.8K +111 +10%
CCM
848
Carderock Capital Management
Maryland
$300K +$300K +1,200 New
ST
849
Spinnaker Trust
Maine
$299K – – –
AIM
850
Aigen Investment Management
New York
$299K -$370K -1,480 -55%
32 33
34
35 36