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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 %
Koshinski Asset Management
926
Koshinski Asset Management
Illinois
$213K +$213K +852 New
PIA
927
Perennial Investment Advisors
California
$212K +$212K +850 New
AL
928
Aspiriant LLC
California
$212K +$212K +849 New
JSL
929
JT Stratford LLC
Georgia
$209K +$209K +834 New
WTB
930
Washington Trust Bank
Washington
$208K -$14.5K -58 -7%
PCP
931
Proficio Capital Partners
Massachusetts
$207K +$207K +829 New
KNFPWM
932
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$205K +$205K +821 New
GT
933
Glenview Trust
Kentucky
$205K +$205K +821 New
TI
934
Truepoint Inc
Ohio
$205K -$84.3K -337 -29%
HI
935
Harbour Investments
Wisconsin
$204K +$53.7K +215 +36%
LFA
936
Legacy Financial Advisors
Kentucky
$204K +$204K +817 New
PFM
937
Patton Fund Management
Texas
$204K +$204K +815 New
SAM
938
Smartleaf Asset Management
Massachusetts
$204K +$192K +773 +1,578%
VC
939
Vicus Capital
Pennsylvania
$204K +$204K +814 New
AFG
940
Atomi Financial Group
New York
$203K +$203K +811 New
WA
941
Wealth Architects
California
$203K +$203K +810 New
BAM
942
BOS Asset Management
Illinois
$202K +$202K +808 New
1IA
943
1620 Investment Advisors
Massachusetts
$202K +$202K +808 New
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$201K -$28.3K -113 -12%
FSA
945
Fort Sheridan Advisors
Illinois
$200K +$200K +800 New
FTWA
946
Fifth Third Wealth Advisors
Ohio
$200K +$200K +800 New
VAG
947
VisionPoint Advisory Group
Texas
$196K +$65K +260 +50%
AA
948
AlphaCentric Advisors
Puerto Rico
$194K -$18K -72 -8%
LC
949
Lindbrook Capital
California
$191K +$4.75K +19 +3%
OCM
950
Osterweis Capital Management
California
$189K -$28.3K -113 -13%
36 37
38
39 40