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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 %
BAM
976
BOS Asset Management
Illinois
$227K – – –
BBA
977
Braun-Bostich & Associates
Pennsylvania
$225K -$1.41K -5 -0.6%
FSA
978
Fort Sheridan Advisors
Illinois
$225K – – –
WW
979
Westshore Wealth
California
$225K – – –
IAS
980
Investment Advisory Services
Texas
$225K +$225K +799 New
LP
981
LGL Partners
Pennsylvania
$224K -$1.41K -5 -0.6%
PCP
982
Proficio Capital Partners
Massachusetts
$223K -$18K -64 -7%
BBA
983
Baader Bank Aktiengesellschaft
Germany
$223K +$223K +829 New
9WM
984
9258 Wealth Management
Ohio
$222K +$222K +789 New
PWG
985
Portside Wealth Group
Utah
$222K +$222K +788 New
FWM
986
FFT Wealth Management
Pennsylvania
$221K +$221K +786 New
TPI
987
Trust Point Inc
Wisconsin
$221K +$221K +784 New
HWP
988
Hibernia Wealth Partners
Louisiana
$220K +$2.81K +10 +1%
CPW
989
Crestmont Private Wealth
Texas
$220K +$220K +781 New
LJAC
990
L.J. Altfest & Co
New York
$218K -$11K -39 -5%
SMA
991
Sage Mountain Advisors
Georgia
$217K +$217K +772 New
FAM
992
Formidable Asset Management
Ohio
$216K -$87.5K -311 -29%
PPWM
993
Paragon Private Wealth Management
Kentucky
$216K +$216K +769 New
RSWM
994
Robertson Stephens Wealth Management
California
$216K +$216K +768 New
ET
995
Equitable Trust
Tennessee
$214K +$214K +762 New
VT
996
Vise Technologies
New York
$213K +$213K +757 New
MCM
997
Morton Capital Management
California
$211K +$211K +750 New
GFP
998
Gryphon Financial Partners
Ohio
$208K +$208K +738 New
TC
999
Trust Company
Kansas
$207K – – –
RPWA
1000
Regent Peak Wealth Advisors
Georgia
$207K +$207K +737 New
38 39
40
41 42