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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $886.1 M.
Top institutional holders include First Pacific Advisors and Glenn Greenberg.
Notably, Glenn Greenberg has expressed high conviction in this stock, allocating 6.43% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $463.43 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 258.3%. Conversely, Jefferies Group reduced exposure by 33.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Arthur J. Gallagher & Co. (AJG)
Major holders include First Pacific Advisors ($306.77 M), Glenn Greenberg ($295 M), Mairs and Power ($71.52 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.44 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $463.43 M, with 8 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited AJG. The total reported sell value was $175.53 M.
Yes, 3 managers opened new positions in AJG, and 5 increased their existing holdings. The total reported buy value was $638.96 M.
