AJG icon

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 %
SPWG
851
Syntegra Private Wealth Group
Missouri
$297K +$297K +1,186 New
TC
852
TwinBeech Capital
New York
$296K -$34.6M -138,506 -99%
TSMHT
853
Thurston Springer Miller Herd & Titak
Indiana
$295K +$295K +1,180 New
KIG
854
Kowal Investment Group
Wisconsin
$295K +$17.8K +71 +6%
Verition Fund Management
855
Verition Fund Management
Connecticut
$293K +$21.8K +87 +8%
FB
856
Fulton Bank
Pennsylvania
$292K -$58.5K -234 -17%
BBA
857
Braun-Bostich & Associates
Pennsylvania
$291K -$79.8K -319 -22%
CIC
858
Carnegie Investment Counsel
Ohio
$289K -$1.5K -6 -0.5%
SW
859
SteelPeak Wealth
California
$288K -$2.25K -9 -0.8%
WFP
860
Wrenne Financial Planning
Kentucky
$288K +$288K +1,153 New
OWA
861
Opal Wealth Advisors
New York
$286K -$92.5K -370 -24%
IP
862
Ignite Planners
California
$286K -$3.96K -16 -1%
TAM
863
Tucker Asset Management
Colorado
$284K +$52.5K +210 +23%
CSPIA
864
Cary Street Partners Investment Advisory
Virginia
$284K +$284K +1,134 New
HSA
865
HBK Sorce Advisory
Pennsylvania
$283K +$2K +8 +0.7%
SIM
866
Sentry Investment Management
Wisconsin
$282K – – –
SWM
867
SeaCrest Wealth Management
New York
$282K +$4K +16 +1%
RBC
868
Roble Belko & Company
Pennsylvania
$281K -$15.5K -62 -5%
JCM
869
Jacobi Capital Management
Pennsylvania
$279K +$42.7K +171 +18%
TF
870
Trek Financial
Arizona
$279K +$279K +1,114 New
EM
871
Excalibur Management
Massachusetts
$277K – – –
KIA
872
KCM Investment Advisors
California
$277K +$6K +24 +2%
CHC
873
City Holding Co
West Virginia
$277K -$12.5K -50 -4%
SG
874
StoneX Group
New York
$275K +$275K +1,100 New
CAI
875
Capital Advisors Inc
Oklahoma
$271K +$29K +116 +12%
33 34
35
36 37