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Arthur J. Gallagher & Co

1,141 hedge funds and large institutions have $49B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 455 increasing their positions, 381 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
16.6%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.6%
New
113
Increased
455
Reduced
381
Closed
77
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
901
Trinity Financial Advisors
Ohio
$259K
RC
902
RBF Capital
California
$259K
RFG
903
RFP Financial Group
Georgia
$259K
LWM
904
LongView Wealth Management
Georgia
$259K
GC
905
Garde Capital
Washington
$259K
MPWT
906
MassMutual Private Wealth & Trust
Connecticut
$259K +$50K +193 +24%
GBT
907
Grove Bank & Trust
Florida
$258K
MIS
908
Morningstar Investment Services
Illinois
$254K +$27K +104 +12%
AC
909
Avestar Capital
New York
$254K +$32.7K +126 +15%
CAM
910
Carret Asset Management
New York
$253K
PWMAG
911
Pinnacle Wealth Management Advisory Group
New Jersey
$253K -$17.6K -68 -7%
SIG
912
Stonegate Investment Group
Alabama
$252K +$252K +973 New
KA
913
KLCM Advisors
Wisconsin
$250K +$25.9K +100 +12%
PIA
914
Perennial Investment Advisors
California
$250K +$29.3K +113 +13%
JWCA
915
J.W. Cole Advisors
Florida
$249K -$5.97K -23 -2%
NAS
916
Nicolet Advisory Services
Wisconsin
$247K +$247K +922 New
BIG
917
Brooklyn Investment Group
New York
$246K
Federated Hermes
918
Federated Hermes
Pennsylvania
$244K -$4.61M -17,787 -95%
VCA
919
Verdence Capital Advisors
Maryland
$242K -$5.19K -20 -2%
SIM
920
Sentry Investment Management
Wisconsin
$242K -$49.7K -192 -17%
EMAM
921
Encompass More Asset Management
California
$241K +$9.08K +35 +4%
IAG
922
Investmark Advisory Group
Connecticut
$240K
NB
923
Northwest Bancshares
Pennsylvania
$238K
SGI
924
Summit Global Investments
Utah
$236K -$7.79K -30 -3%
LFA
925
Legacy Financial Advisors
Kentucky
$236K +$24.1K +93 +11%