Guru Ownership Trend
Guru Analysis for Arthur J. Gallagher & Co. (AJG)
Arthur J. Gallagher & Co. (AJG), a key player in the Financials sector, continues to attract institutional attention.
As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $341.39 M.
Top institutional holders include Andreas Halvorsen and Frank Sands.
Institutional sentiment is currently Bearish. This is evidenced by a $100.02 M net outflow during the quarter.
Recent activity highlights Andreas Halvorsen who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 98.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Arthur J. Gallagher & Co. (AJG)
Major holders include Andreas Halvorsen ($269.39 M), Frank Sands ($63.21 M), Cliff Asness ($38.25 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.58 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $100.02 M, with 5 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 3 fully exited AJG. The total reported sell value was $388.27 M.
Yes, 2 managers opened new positions in AJG, and 3 increased their existing holdings. The total reported buy value was $288.25 M.
