Arthur J. Gallagher & Co.· AJG

🇺🇸 US · LargeSP500NYSE

Financial ServicesInsurance - BrokersWebsite

Price: $248.06
Day: +0.11%
Mkt Cap: $63.73B
52W Range: $190.75 – $313.55
Volume: 1.01M
Beta: 0.51

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Arthur J. Gallagher & Co.

AJG|Financial Services|Insurance - Brokers

Current price: $248

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$618.0K

Net share flow-3.0K

Purchases0 ($0)

Sales1 ($618.0K)

Top Notable Transactions

Insider

Type

Value

Date

Hudson Scott R

Sale

$7.1M

Feb 3

GALLAGHER J PATRICK JR

Sale

$6.3M

Mar 2

Pietrucha Susan E

Sale

$4.6M

May 19

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership88.2%

13F share flow-22.0%

Investors holding1.3K

+745 adding-676 reducing

153

592

470

206

New 153Inc 592Red 470Closed 206

Top Institutional Holders

Institution

Value

Change

JPMORGAN CHASE & CO

$4.2B

-3.7%

BLACKROCK, INC.

$4.2B

+0.4%

FMR LLC

$3.2B

-3.2%

CAPITAL WORLD INVESTORS

$3.0B

+9.5%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting239

Total shares held38.2M

Share flow-28.5%

68 buying52 selling

119

Buying 68Unchanged 119Selling 52

Top Fund Holders

Fund

Weight

Change

DEUTSCHE DWS INVESTMENT TRUST

236.9K

73.86%

AMERICAN CENTURY WORLD MUTUAL FUNDS INC

59.3K

0.82%

VANGUARD ADMIRAL FUNDS

59.1K

1.10%

+204

NEUBERGER BERMAN EQUITY FUNDS

58.6K

0.35%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

AJG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

-18

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for AJG

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

1 sale totaling $618.0K (3.0K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 3 of 7 quarters

Notable Recent Transactions, AJG

Top 8 highest-value recent insider trades

Hudson Scott R

President

Sell

23,042 shares at $306.59

Feb 3, 2025$7.06M

GALLAGHER J PATRICK JR

CEO

Sell

27,450 shares at $230.31

Mar 2, 2026$6.32M

Pietrucha Susan E

Officer

Sell

13,500 shares at $344.13

May 19, 2025$4.65M

GALLAGHER THOMAS JOSEPH

President

Sell

15,000 shares at $282.96

Aug 8, 2024$4.24M

CARY RICHARD C

Officer

Sell

12,000 shares at $339.51

May 7, 2025$4.07M

Bay Walter D.

Officer

Sell

15,850 shares at $255.00

Dec 19, 2025$4.04M

Hudson Scott R

President

Sell

10,500 shares at $337.17

May 21, 2025$3.54M

HOWELL DOUGLAS K

Officer

Sell

13,992 shares at $248.13

May 10, 2024$3.47M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for AJG

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

88.2% institutional ownership

Balanced activity: 745 adding vs 676 reducing

13F shares decreased by 2.0%, a notable change

Momentum improving from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+319 growing-965 shrinkingNet: -646

250

190

775

New (69)

Increased (250)

Reduced (190)

Closed (775)

Top Institutional Holders, AJG

Largest 8 institutional positions by ownership percentage as of Q2 2026

PRINCIPAL FINANCIAL GROUP INC

3.5M

$802.3M

Ownership

1.36%

+7.8%

GUINNESS ASSET MANAGEMENT LTD

851.3K

$194.7M

Ownership

0.33%

-5.6%

ENVESTNET ASSET MANAGEMENT INC

833.2K

$191.3M

Ownership

0.32%

-14.7%

COOKE & BIELER LP

769.6K

$176.7M

Ownership

0.30%

+23.6%

FENIMORE ASSET MANAGEMENT INC

577.2K

$132.5M

Ownership

0.22%

+1.8%

SUMITOMO MITSUI TRUST GROUP, INC.

555.1K

$127.4M

Ownership

0.22%

-5.6%

CITIGROUP INC

372.2K

$85.4M

Ownership

0.14%

+26.1%

TD ASSET MANAGEMENT INC

329.8K

$75.7M

Ownership

0.13%

-6.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 239 ETFs and mutual funds reporting

68 buying52 sellingNet: +16

119

Buying (68)

Unchanged (119)

Selling (52)

Bullish Signal

Funds accumulating in Q2 2026

239 ETFs and mutual funds reporting

68 buying vs 52 selling (balanced)

Top Fund Holders, AJG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

DEUTSCHE DWS INVESTMENT TRUST

236.9K

Weight

73.86%

No change

AMERICAN CENTURY WORLD MUTUAL FUNDS INC

59.3K

Weight

0.82%

No change

VANGUARD ADMIRAL FUNDS

59.1K

Weight

1.10%

Increased

NEUBERGER BERMAN EQUITY FUNDS

58.6K

Weight

0.35%

No change

TRUST FOR PROFESSIONAL MANAGERS

57.7K

Weight

0.01%

Increased

PROSHARES TRUST

54.1K

Weight

0.04%

Decreased

Capital Group Core Equity ETF

46.3K

Weight

7.35%

No change

Capital Group Global Equity ETF

38.1K

Weight

12.72%

Increased

Arthur J. Gallagher & Co.· AJG

Holdings Analysis

Insider Trading Activity

1.3Transaction History61Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings117Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History61Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings117Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights