Arthur J. Gallagher & Co.· AJG

🇺🇸 US · LargeSP500NYSE

Financial Services Insurance - Brokers Website

Price: $239.48
Day: -0.80%
Mkt Cap: $61.52B
52W Range: $190.75 – $313.55
Volume: 1.65M
Beta: 0.51

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,325 institutions hold; 629 added, 484 reduced
Insiders Q3 2026: no purchases, 4 sales ($7.6M)

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Arthur J. Gallagher & Co.

AJG|Financial Services|Insurance - Brokers

Current price: $239

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.8x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

4 sellers

vs 3.8 avg per quarter

Institutional net breadth · Q2 2026

+187

792 adding vs 605 reducing

Institutional ownership · Q2 2026

93.9%

1,325 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

19.8M

+2.9%

FMR LLC

18.6M

+27.8%

VANGUARD CAPITAL MANAGEMENT LLC

16.8M

+0.6%

JPMORGAN CHASE & CO

14.4M

-26.5%

CAPITAL WORLD INVESTORS

12.5M

-9.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.5M

+0.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

135

203

123

135 buying203 unchanged123 selling

461 funds held AJG in Q2 2026, holding 117.4M shares between them, up 0.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.0M sh

FPA FUNDS TRUST854.4K sh

MADISON FUNDS148.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 3

Hudson Scott R

$7.1M

Sale · Mar 2

GALLAGHER J PATRICK JR

$6.3M

Sale · May 19

Pietrucha Susan E

$4.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

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

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Generated September 20, 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

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+48

Fund Flow

10% weight

Overall Smart Money sentiment of 3.5/5 (Bullish) 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 September 19, 2026.

Insider Trading Activity

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

Insider Selling Pace for AJG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

4 sales totaling $7.6M (28.5K shares)

Share volume is at a routine pace (0.8x average)

4 different insiders sold this quarter

Buying seen in 3 of 15 quarters

0.8x

Selling pace

quarter in progress, filings still arriving

1.93%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 3.8 avg per quarter

Q4 2025

Last insider purchase

buying in 3 of 16 quarters

Notable Recent Transactions, AJG

Top 8 highest-value insider trades from the last 8 quarters

Hudson Scott R

Sell

23,042 shares at $306.59

≈19.7% of their stake at the time

Feb 3, 2025$7.06M

GALLAGHER J PATRICK JR

CEO

Sell

27,450 shares at $230.31

≈22.2% of their stake at the time

Mar 2, 2026$6.32M

Pietrucha Susan E

Chief Human Resources Officer

Sell

13,500 shares at $344.13

≈53.1% of their stake at the time

May 19, 2025$4.65M

CARY RICHARD C

Controller, CAO

Sell

12,000 shares at $339.51

≈16.9% of their stake at the time

May 7, 2025$4.07M

Bay Walter D.

General Counsel

Sell

15,850 shares at $255.00

≈16.6% of their stake at the time

Dec 19, 2025$4.04M

Hudson Scott R

Sell

10,500 shares at $337.17

≈10.3% of their stake at the time

May 21, 2025$3.54M

Bay Walter D.

General Counsel

Sell

10,000 shares at $326.62

≈11.9% of their stake at the time

Feb 13, 2025$3.27M

Bay Walter D.

General Counsel

Sell

12,000 shares at $270.08

≈14.4% of their stake at the time

Aug 24, 2026$3.24M

Institutional Ownership Analysis

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

Institutional Positions for AJG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

93.9% institutional ownership

Slight accumulation: 792 adding vs 605 reducing

13F shares increased by 4.7%, a notable change

Momentum improving from prior quarter

+187

Net breadth

792 adding vs 605 reducing

Accumulating

1.31

Add / reduce ratio

in Q2 2026

+42

New − closed

163 initiated, 121 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+792 growing-605 shrinkingNet: +187

163

629

484

121

New (163)

Increased (629)

Reduced (484)

Closed (121)

Top Institutional Holders, AJG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

19.8M

$4.6B

Ownership

7.72%

+2.9%

FMR LLC

18.6M

$4.3B

Ownership

7.26%

+27.8%

VANGUARD CAPITAL MANAGEMENT LLC

16.8M

$3.9B

Ownership

6.54%

+0.6%

JPMORGAN CHASE & CO

14.4M

$3.3B

Ownership

5.59%

-26.5%

CAPITAL WORLD INVESTORS

12.5M

$2.9B

Ownership

4.88%

-9.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

12.5M

$2.9B

Ownership

4.85%

+0.5%

STATE STREET CORP

11.3M

$2.6B

Ownership

4.40%

+3.2%

DODGE & COX

9.4M

$2.1B

Ownership

3.65%

+27.5%

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: 461 ETFs and mutual funds reporting

135 buying123 sellingNet: +12

135

203

123

Buying (135)

Unchanged (203)

Selling (123)

In total, funds bought 8.0M shares and sold 7.6M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

461 ETFs and mutual funds reporting

135 buying vs 123 selling (balanced)

Top Fund Holders, AJG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.0M

Weight

5.17%

Jul 31, 2026No change

FPA FUNDS TRUST

854.4K

Weight

—

Jul 31, 2026No change

MADISON FUNDS

148.8K

Weight

3.07%

Jul 31, 2026Increased

FORUM FUNDS

16.0K

Weight

75.01%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

13.1K

Weight

0.00%

Jul 31, 2026Decreased

WisdomTree Trust

4.6K

Weight

0.00%

Jun 30, 2026Increased

MFS VARIABLE INSURANCE TRUST II

4.6K

Weight

0.00%

Jun 30, 2026Decreased

RUSSELL INVESTMENT FUNDS

4.6K

Weight

0.00%

Jun 30, 2026Decreased

Arthur J. Gallagher & Co.· AJG

Holdings Analysis

Insider Trading Activity

1.3Transaction History119Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings168Most 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 History119Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings168Most 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