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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 %
CBT
1101
CoreFirst Bank & Trust
Kansas
$3K – – –
CMBA
1102
C.M. Bidwell & Associates
Hawaii
$3K – – –
CAL
1103
Capital Advisors Ltd
Ohio
$3K +$818 +3 +38%
SSG
1104
Summit Securities Group
New York
$3K +$3K +10 New
IPW
1105
Impact Partnership Wealth
Georgia
$2.25K – – –
FPF
1106
First Pacific Financial
Washington
$1.75K +$1.75K +7 New
PWA
1107
Provenance Wealth Advisors
Florida
$1.75K – – –
OCM
1108
Orion Capital Management
California
$1.75K – – –
S
1109
Sachetta
Massachusetts
$1.58K – – –
TFM
1110
TFC Financial Management
Massachusetts
$1.5K +$250 +1 +20%
LIM
1111
Longfellow Investment Management
Massachusetts
$1.5K – – –
HFS
1112
Horizon Financial Services
North Carolina
$1.25K +$1.25K +5 New
FIA
1113
FPC Investment Advisory
California
$1.19K +$1.19K +5 New
ECM
1114
Everence Capital Management
Indiana
$1.13K – – –
CWC
1115
Carolinas Wealth Consulting
North Carolina
$1K +$500 +2 +100%
TWP
1116
TFO Wealth Partners
Ohio
$750 – – –
PI
1117
PEAK6 Investments
Illinois
$552 +$552 +2 New
RAM
1118
Riggs Asset Management
Pennsylvania
$501 +$501 +2 New
MAWCM
1119
Mine & Arao Wealth Creation & Management
California
$251 +$251 +1 New
WA
1120
WestEnd Advisors
North Carolina
$250 +$250 +1 New
DWM
1121
Dogwood Wealth Management
Kansas
$6 -$8 – –
SFFS
1122
Stonehage Fleming Financial Services
Jersey
– -$144M -638,861 Closed
GC
1123
Gillson Capital
Illinois
– -$28.7M -127,655 Closed
ACM
1124
Aquatic Capital Management
Illinois
– -$10.4M -46,400 Closed
MAM
1125
Martingale Asset Management
Massachusetts
– -$8.34M -37,075 Closed
43 44
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