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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,188 hedge funds and large institutions have $51.2B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 430 increasing their positions, 447 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,188
Holders Change
+47
Holders Change %
+4.12%
% of All Funds
17.19%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.48%
New
118
Increased
430
Reduced
447
Closed
60
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$249M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$3.46B
3
Capital World Investors
3
Capital World Investors
California
$1.77B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$900M
5
BlackRock
5
BlackRock
New York
$4.93B

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$48.6M
2
American Century Companies
2
American Century Companies
Missouri
$33.9M
3
Capital International Investors
3
Capital International Investors
California
$2.75B
4
FPP
4
Findlay Park Partners
United Kingdom
$242M
5
WP
5
Woodline Partners
California
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
901
Roble Belko & Company
Pennsylvania
$310K -$5.91K -21 -2%
HAS
902
HBW Advisory Services
California
$309K +$309K +1,100 New
MIS
903
Morningstar Investment Services
Illinois
$309K +$35.3K +126 +13%
KIA
904
KCM Investment Advisors
California
$305K -$7.03K -25 -2%
Los Angeles Capital Management
905
Los Angeles Capital Management
California
$304K – – –
PA
906
Prossimo Advisors
California
$304K – – –
KIG
907
Kowal Investment Group
Wisconsin
$303K -$12.4K -44 -4%
SCP
908
Sivia Capital Partners
California
$298K -$281 -1 -0.1%
AC
909
ASB Consultores
Florida
$298K +$2.25K +8 +0.8%
LSAG
910
Lake Street Advisors Group
New Hampshire
$297K +$4.5K +16 +2%
CCIA
911
Cherry Creek Investment Advisors
Colorado
$295K +$844 +3 +0.3%
FBFS
912
First Business Financial Services
Wisconsin
$295K +$2.81K +10 +1%
SIM
913
Sentry Investment Management
Wisconsin
$293K +$30.1K +107 +11%
JCM
914
Jacobi Capital Management
Pennsylvania
$292K -$22.8K -81 -7%
AC
915
Avestar Capital
New York
$291K +$16K +57 +6%
CAI
916
Capital Advisors Inc
Oklahoma
$290K -$5.63K -20 -2%
PCM
917
Penserra Capital Management
California
$288K +$3.37K +12 +1%
ONSWM
918
Old North State Wealth Management
North Carolina
$287K +$287K +1,018 New
NAS
919
Nicolet Advisory Services
Wisconsin
$285K +$21.5K +75 +8%
TF
920
Trek Financial
Arizona
$285K -$19.7K -70 -6%
DFCM
921
Dark Forest Capital Management
Puerto Rico
$285K +$285K +1,013 New
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$284K +$3.38K +12 +1%
BIG
923
Brooklyn Investment Group
New York
$284K +$4.22K +15 +2%
JFG
924
Jefferies Financial Group
New York
$283K -$664K -2,360 -70%
LWM
925
LongView Wealth Management
Georgia
$282K +$563 +2 +0.2%
35 36
37
38 39