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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 %
KFS
1001
Kelly Financial Services
Massachusetts
$48K – – –
ZB
1002
Zions Bancorporation
Utah
$46.8K -$750 -3 -2%
BGAI
1003
Bruce G. Allen Investments
Colorado
$44.5K +$1.25K +5 +3%
HIA
1004
Harbor Investment Advisory
Maryland
$44.3K – – –
PWMG
1005
Prestige Wealth Management Group
New Jersey
$44K – – –
IFS
1006
Intelligent Financial Strategies
Minnesota
$44K +$44K +176 New
DAM
1007
Delta Asset Management
Tennessee
$43.3K – – –
CA
1008
Continuum Advisory
Idaho
$43.1K +$43.1K +174 New
SCA
1009
Stuart Chaussee & Associates
California
$40.5K – – –
RFG
1010
REAP Financial Group
Texas
$39.7K -$204K -817 -84%
CLOS
1011
Compagnie Lombard Odier SCmA
Switzerland
$38.5K – – –
DIP
1012
DT Investment Partners
Pennsylvania
$38K – – –
CSB
1013
City State Bank
Iowa
$38K – – –
EWP
1014
Elevation Wealth Partners
California
$37.8K – – –
CT
1015
Cambridge Trust
Massachusetts
$37.5K -$205K -819 -85%
DCM
1016
Disciplina Capital Management
Tennessee
$36.8K – – –
VCM
1017
Versant Capital Management
Arizona
$36.8K – – –
SNB
1018
Security National Bank
Nebraska
$36.3K – – –
RWM
1019
Ruedi Wealth Management
Illinois
$36.3K – – –
VWM
1020
Valley Wealth Managers
New Jersey
$35.8K – – –
LCM
1021
Logan Capital Management
Pennsylvania
$35K – – –
SOW
1022
State of Wyoming
Wyoming
$33.5K +$33.5K +134 New
HCM
1023
Hollencrest Capital Management
California
$33.3K – – –
MCM
1024
MV Capital Management
Maryland
$32.8K +$750 +3 +2%
GEA
1025
Glen Eagle Advisors
New Jersey
$32.5K – – –
39 40
41
42 43