GALLAGHER ARTHUR J & CO (AJG) — Hedge Fund Ownership Q1 2026
AJG
- GALLAGHER ARTHUR J & CO (AJG) is held by 5 of 84 tracked hedge funds, with First Pacific Advisors (1%) and Torray Investment Partners (1%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in AJG stock was initiated by First Pacific Advisors (1%).
- The biggest increases in AJG holdings came from Dodge & Cox (+735%) and Torray Investment Partners (+25%), highlighting conviction.
- The biggest decreases in AJG holdings came from Viking Global Investors (-30%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to GALLAGHER ARTHUR J & CO (AJG) by +315% vs the prior quarter and +10% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
First Pacific Advisors Steven Romick
|
1.20% | 388K | NEW | — | $84.0M | $216.58 | — |
| 2 |
Torray Investment Partners Robert Torray
|
0.92% | 29K | +25.26% | +42.25% | $6.3M | $216.58 | — |
| 3 |
Dodge & Cox
|
0.88% | 7.4M | +735.23% | — | $1.59B | $216.58 | — |
| 4 |
Viking Global Investors Andreas Halvorsen
|
0.44% | 727K | -30.12% | +9.13% | $157.5M | $216.58 | — |
| 5 |
Ariel Investments
|
0.05% | 20K | +28.70% | — | $4.3M | $216.58 | — |
| 5 | Total | — | 8.5M | +314.83% | +10.12% | $1.85B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.