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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
$581M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$307M
3
Capital International Investors
Capital International Investors
California
$2.76B
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$238M
5
Capital World Investors
Capital World Investors
California
$1.21B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.57B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$737M
3
UE
Unisphere Establishment
Liechtenstein
$8.68M
4
SFFS
Stonehage Fleming Financial Services
Jersey
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1026
SJS Investment Consulting
Ohio
$31.8K -$500 -2 -2%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$31K -$1.25K -5 -4%
FMII
1028
Farmers & Merchants Investments Inc
Nebraska
$30.5K – – –
AGWCA
1029
Annis Gardner Whiting Capital Advisors
Florida
$29.8K +$500 +2 +2%
BHWM
1030
Beaird Harris Wealth Management
Texas
$28.8K -$5.25K -21 -15%
RA
1031
Rise Advisors
New York
$28.1K +$28.1K +112 New
CIAS
1032
CBIZ Investment Advisory Services
Ohio
$27.9K +$27.9K +111 New
OAJ
1033
Ogorek Anthony Joseph
New York
$27K – – –
CAM
1034
Creekmur Asset Management
Illinois
$26.8K +$26.8K +107 New
CT
1035
Colonial Trust
South Carolina
$25K -$250 -1 -1%
VWM
1036
Venturi Wealth Management
Texas
$24.5K +$9K +36 +58%
LWCFA
1037
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.5K +$10.2K +43 +72%
EPW
1038
Evergreen Private Wealth
Colorado
$24K – – –
TFGT
1039
TS Financial Group (TSFG)
Illinois
$24K – – –
FWM
1040
FSA Wealth Management
Massachusetts
$23.5K – – –
FCA
1041
FinTrust Capital Advisors
South Carolina
$23.3K – – –
QC
1042
Quent Capital
New York
$20.8K +$7.5K +30 +57%
Jones Financial Companies
1043
Jones Financial Companies
Missouri
$20.8K +$7.75K +31 +60%
CA
1044
Crewe Advisors
Utah
$20K +$20K +80 New
HT
1045
Headlands Technologies
Illinois
$20K -$325K -1,301 -94%
WWP
1046
WR Wealth Planners
Missouri
$19.5K +$19.5K +78 New
BWL
1047
Bogart Wealth LLC
Virginia
$18.7K -$749 -3 -4%
CFO
1048
CVA Family Office
Colorado
$18K +$500 +2 +3%
ADL
1049
Asset Dedication LLC
California
$15K – – –
DPW
1050
DiNuzzo Private Wealth
Pennsylvania
$14.5K -$250 -1 -2%
40 41
42
43 44