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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $303.88 M.
Top institutional holders include Andreas Halvorsen and First Pacific Advisors.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $33.66 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 55.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Arthur J. Gallagher & Co. (AJG)
Major holders include Andreas Halvorsen ($157.55 M), First Pacific Advisors ($83.97 M), Cliff Asness ($31.76 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.47 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $33.66 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited AJG. The total reported sell value was $139.65 M.
Yes, 1 managers opened new positions in AJG, and 5 increased their existing holdings. The total reported buy value was $105.99 M.
