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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 %
AWA
901
Arkadios Wealth Advisors
Georgia
$242K +$4.25K +17 +2%
MCM
902
Mengis Capital Management
Oregon
$242K +$242K +968 New
VCA
903
Verdence Capital Advisors
Maryland
$238K -$2.5K -10 -1%
WIC
904
Woodmont Investment Counsel
Tennessee
$236K +$236K +944 New
CAM
905
Claret Asset Management
Quebec, Canada
$235K -$12.5K -50 -5%
SGI
906
Summit Global Investments
Utah
$235K +$235K +939 New
IAG
907
Investmark Advisory Group
Connecticut
$231K +$250 +1 +0.1%
NIMI
908
Natixis Investment Managers International
France
$231K -$10K -40 -4%
EWA
909
EP Wealth Advisors
California
$231K +$231K +925 New
EWM
910
Empirical Wealth Management
Washington
$230K +$5.75K +23 +3%
MWM
911
Meridian Wealth Management
Kentucky
$230K +$9.04K +37 +4%
NB
912
Northwest Bancshares
Pennsylvania
$229K – – –
VFA
913
Valeo Financial Advisors
Indiana
$228K -$53.5K -226 -19%
MC
914
Moors & Cabot
Massachusetts
$226K +$1.75K +7 +0.8%
NPT
915
Nixon Peabody Trust
Massachusetts
$225K – – –
WW
916
Westshore Wealth
California
$225K – – –
PCH
917
PGIM Custom Harvest
New Jersey
$225K -$3.25K -13 -1%
GWANC
918
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K +$224K +896 New
EMAM
919
Encompass More Asset Management
California
$223K +$223K +893 New
LJAC
920
L.J. Altfest & Co
New York
$218K +$218K +873 New
BP
921
Ballentine Partners
Massachusetts
$217K +$217K +869 New
MIS
922
Morningstar Investment Services
Illinois
$217K -$107K -432 -33%
KA
923
KLCM Advisors
Wisconsin
$216K -$46.7K -187 -18%
KP
924
Keel Point
Alabama
$216K +$216K +863 New
AC
925
Avestar Capital
New York
$213K +$213K +853 New
35 36
37
38 39