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 $127.59 M.
Top institutional holders include Frank Sands and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $342.1 M net outflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 67.9%. Conversely, Renaissance Technologies 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 Frank Sands ($63.21 M), Cliff Asness ($45.12 M), Louis Moore Bacon ($44.97 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 612,103 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $342.1 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited AJG. The total reported sell value was $342.7 M.
Yes, 0 managers opened new positions in AJG, and 2 increased their existing holdings. The total reported buy value was $606,639.03.
