We are live on ! Find out more
AJG icon

Arthur J. Gallagher & Co

1,129 hedge funds and large institutions have $46.5B invested in Arthur J. Gallagher & Co in 2024 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 431 increasing their positions, 400 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 74

42% more call options, than puts

Call options by funds: $166M | Put options by funds: $116M

8% more funds holding in top 10

Funds holding in top 10: 3740 (+3)

7% more capital invested

Capital invested by funds: $43.3B → $46.5B (+$3.23B)

5% more funds holding

Funds holding: 1,0791,129 (+50)

8% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 400

3.29% less ownership

Funds ownership: 89.22%85.93% (-3.3%)

Holders
1,129
Holders Change
+50
Holders Change %
+4.63%
% of All Funds
16.26%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.58%
New
135
Increased
431
Reduced
400
Closed
74
Calls
$166M
Puts
$116M
Net Calls
+$49.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.35B -$33.2M -137,932 -0.5%
BlackRock
2
BlackRock
New York
$4.32B -$32.7M -135,975 -0.8%
Capital International Investors
3
Capital International Investors
California
$2.76B +$175M +727,325 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.53B -$44M -182,875 -2%
State Street
5
State Street
Massachusetts
$2.23B +$7.36M +30,605 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$1.57B -$1.48B -6,176,228 -50%
Norges Bank
7
Norges Bank
Norway
$1.42B -$32.7M -136,100 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.31B +$59.6M +247,808 +5%
Capital World Investors
9
Capital World Investors
California
$1.21B +$95.8M +398,350 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.13B -$67.5M -280,952 -6%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$737M -$506M -2,106,400 -42%
WCM Investment Management
12
WCM Investment Management
California
$656M +$3.45M +14,366 +0.6%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$639M -$38.4M -159,678 -6%
Brown Advisory
14
Brown Advisory
Maryland
$581M +$226M +939,342 +68%
Invesco
15
Invesco
Georgia
$570M -$20.3M -84,470 -4%
Northern Trust
16
Northern Trust
Illinois
$480M -$29.9M -124,435 -6%
Charles Schwab
17
Charles Schwab
California
$455M -$898K -3,735 -0.2%
Boston Partners
18
Boston Partners
Massachusetts
$402M +$9.35M +38,886 +2%
Mitsubishi UFJ Asset Management
19
Mitsubishi UFJ Asset Management
Japan
$392M +$19.1M +79,271 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$374M -$15.3M -63,730 -4%
BBHC
21
Brown Brothers Harriman & Co
New York
$373M -$4.83M -20,113 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$340M +$19.6M +81,452 +6%
Legal & General Group
23
Legal & General Group
United Kingdom
$324M -$3.21M -13,368 -1%
FPP
24
Findlay Park Partners
United Kingdom
$323M -$5.5M -22,900 -2%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$316M -$7.48M -31,135 -2%

AJG Hedge Fund Activity: Q1 2024 in Review

1,129 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q1 2024, worth a combined $46.5B — up 7.5% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new AJG positions and 74 closed out — a net gain of 61 holders — while 431 added to existing stakes and 400 trimmed.

The largest buyer was Brown Advisory, adding an estimated $226M. The largest seller was Morgan Stanley, cutting an estimated $1.48B.

  • 1,129 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q1 2024, up from 1,079 in Q4 2023.
  • Funds reported $46.5B of Arthur J. Gallagher & Co stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 135 funds opened new Arthur J. Gallagher & Co positions in Q1 2024 and 74 closed out, a net change of +61 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q1 2024 was Brown Advisory, an estimated $226M added.
  • The largest Arthur J. Gallagher & Co seller in Q1 2024 was Morgan Stanley, an estimated $1.48B sold.

Based on aggregated 13F filings for Q1 2024.