3 tracked superinvestors hold Arthur J Gallagher & Co. (AJG), worth $2.7B combined, led by Team. Smart money is accumulating AJG as of the latest 13F filings.
Current price
$262.69
-11.5%
1Y
Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is…
Market cap
$53.5B
P/E
33.67
Div yield
1.0%
Revenue YoY
20.7%
Analyst target
$285
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$2.7B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating AJG: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Arthur J Gallagher & Co. (AJG) appears mainly in diversified and quant books here (3 funds, $2.7B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Team at 1.2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Steven Romick), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1.2% | $1.4B | |
| Added | 0.7% | $1.1B | |
| New buy | 2.5% | $182M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $7M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Hudson Scott R | Officer | 12,000 | $3M | 2026-09-02 |
| Mead Christopher E | Officer | 3,500 | $900K | 2026-08-19 |
| Matrix Trust Co | Trustee for Arthur J Gallagher Rabbi Trust | 15,000 | $3M | 2026-06-16 |
Which superinvestors own AJG?
3 tracked funds hold Arthur J Gallagher & Co. (AJG), the largest being Team (Dodge & Cox Stock) at 1.2% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling AJG?
In the most recent 13F quarter, 3 tracked funds added or opened AJG and 0 trimmed it, including 1 brand-new position.
How much AJG do tracked funds hold?
Combined disclosed long exposure to AJG across tracked superinvestors is $2.7B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.