AJG icon

Arthur J. Gallagher & Co
AJG

Overview Fund Activity

991 hedge funds and large institutions have $42.2B invested in Arthur J. Gallagher & Co in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 372 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+23
Holders Change %
+2.38%
% of All Funds
15.8%
Holding in Top 10
53
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.26%
% of All Funds
0.85%
New
95
Increased
372
Reduced
346
Closed
58
Calls
$80.9M
Puts
$64.1M
Net Calls
+$16.8M
Net Calls Change
+$22.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$322M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
3
BlackRock
BlackRock
New York
+$126M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$81.4M
5
Barclays
Barclays
United Kingdom
+$69.8M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$130M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$110M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.3M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$63.9M
5
State Street
State Street
Massachusetts
-$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
876
Pinnacle Bancorp
Nebraska
$68.4K +$68.4K +300 New
HL
877
HeadInvest LLC
Maine
$67.5K +$67.5K +300 New
NRG
878
Nemes Rush Group
Michigan
$63.1K – – –
FSWA
879
Financial Synergies Wealth Advisors
Texas
$61.8K – – –
BCMLT
880
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.7K – – –
Loomis, Sayles & Company
881
Loomis, Sayles & Company
Massachusetts
$54K +$6.1K +27 +13%
CCA
882
Column Capital Advisors
Indiana
$53.1K – – –
C
883
Covestor
United Kingdom
$46K +$24.2K +107 +111%
TIM
884
Tortoise Investment Management
New York
$45.8K – – –
LS
885
Livforsakringsbolaget Skandia
Sweden
$45.6K – – –
HC
886
Hoese & Co
Minnesota
$45.6K – – –
PSB
887
Piscataqua Savings Bank
New Hampshire
$45.6K – – –
PAG
888
Paladin Advisory Group
Iowa
$45.6K – – –
MIA
889
Milestone Investment Advisors
Wisconsin
$44.9K +$44.9K +197 New
RTC
890
Riverview Trust Company
Washington
$44.9K – – –
GWS
891
Glassman Wealth Services
Virginia
$44K +$228 +1 +0.5%
ZB
892
Zions Bancorporation
Utah
$43.3K – – –
WTG
893
West Tower Group
Virginia
$41K +$28.7K +126 +233%
HIA
894
Harbor Investment Advisory
Maryland
$40.3K -$85.7K -376 -68%
PWMG
895
Prestige Wealth Management Group
New Jersey
$40.1K +$228 +1 +0.6%
DAM
896
Delta Asset Management
Tennessee
$38.7K – – –
TFGT
897
TS Financial Group (TSFG)
Illinois
$38K – – –
SCA
898
Stuart Chaussee & Associates
California
$36.9K – – –
CLOS
899
Compagnie Lombard Odier SCmA
Switzerland
$35.1K – – –
DIP
900
DT Investment Partners
Pennsylvania
$34.6K – – –
34 35
36
37 38