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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 %
AWM
926
Avior Wealth Management
Nebraska
$281K -$9.85K -35 -3%
RC
927
RBF Capital
California
$281K – – –
RFG
928
RFP Financial Group
Georgia
$281K – – –
GC
929
Garde Capital
Washington
$281K – – –
KP
930
Keel Point
Alabama
$281K -$12.1K -43 -4%
GBT
931
Grove Bank & Trust
Florida
$280K – – –
Kovitz Investment Group Partners
932
Kovitz Investment Group Partners
Illinois
$279K +$279K +11,622 New
OAS
933
Optivise Advisory Services
Tennessee
$278K -$46.2K -164 -14%
PWMAG
934
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$1.69K +6 +0.6%
CAM
935
Carret Asset Management
New York
$274K – – –
LFA
936
Legacy Financial Advisors
Kentucky
$274K +$17.7K +63 +7%
EMAM
937
Encompass More Asset Management
California
$273K +$11.5K +41 +4%
JWCA
938
J.W. Cole Advisors
Florida
$272K +$1.41K +5 +0.5%
KA
939
KLCM Advisors
Wisconsin
$272K – – –
IWM
940
IHT Wealth Management
Illinois
$272K +$272K +964 New
PIA
941
Perennial Investment Advisors
California
$271K – – –
BJL
942
Brighton Jones LLC
Washington
$266K +$38K +135 +17%
CGL
943
Clarius Group LLC
Washington
$264K -$16.3K -58 -6%
VCA
944
Verdence Capital Advisors
Maryland
$262K -$281 -1 -0.1%
MC
945
Moors & Cabot
Massachusetts
$261K +$11K +39 +4%
IAG
946
Investmark Advisory Group
Connecticut
$261K +$281 +1 +0.1%
SGI
947
Summit Global Investments
Utah
$260K +$4.5K +16 +2%
TFA
948
Trinity Financial Advisors
Ohio
$259K – – –
SB
949
Strategic Blueprint
Georgia
$259K -$170K -606 -40%
NB
950
Northwest Bancshares
Pennsylvania
$258K – – –
36 37
38
39 40