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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 %
WIA
1076
Wetzel Investment Advisors
Indiana
$6.32K -$2.34K -10 -27%
AP
1077
Aspect Partners
Virginia
$6K – – –
SC
1078
SouthState Corp
Florida
$6K +$6K +24 New
CCM
1079
Chilton Capital Management
Texas
$5.75K – – –
MA
1080
MCF Advisors
Kentucky
$5.75K +$500 +2 +10%
HWM
1081
HighMark Wealth Management
Minnesota
$5.5K – – –
PCWA
1082
Pacific Capital Wealth Advisors
California
$5.5K +$5.5K +22 New
LFA
1083
LGT Financial Advisors
Texas
$5.25K – – –
CP
1084
Castleview Partners
Texas
$5.25K – – –
VWA
1085
Valued Wealth Advisors
Utah
$5.25K +$1.25K +5 +31%
SC
1086
Solstein Capital
California
$5K – – –
HFM
1087
Harvest Fund Management
China
$5K – – –
EBA
1088
Eagle Bay Advisors
New York
$4.98K -$747 -3 -13%
ACA
1089
American Capital Advisory
Idaho
$4.4K +$4.4K +23 New
NFSG
1090
Newbridge Financial Services Group
Florida
$4K +$4K +16 New
POIA
1091
Pin Oak Investment Advisors
Texas
$4K – – –
AW
1092
Avion Wealth
Texas
$4K +$1.43K +5 +56%
FGAM
1093
Financial Gravity Asset Management
Texas
$3.87K -$14.5K -60 -79%
DF
1094
Dunhill Financial
United Kingdom
$3.79K +$505 +2 +15%
CAC
1095
Core Alternative Capital
Georgia
$3.75K -$15.3K -61 -80%
PWMG
1096
Private Wealth Management Group
New Jersey
$3.75K – – –
CCA
1097
Criterion Capital Advisors
Tennessee
$3.75K +$500 +2 +15%
SIC
1098
Salem Investment Counselors
North Carolina
$3.75K +$3.75K +15 New
RWA
1099
Redmont Wealth Advisors
Illinois
$3.75K +$3.75K +15 New
AFG
1100
Albion Financial Group
Utah
$3.25K +$750 +3 +30%
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