Stock Analysis
Data Source: SEC EDGAR 13F
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Gallagher Arthur J & Co (AJG)

1K + Investors. Track Smart Money conviction in AJG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — AJG

Based on 1293 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AJG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,293 hedge funds hold AJG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
69 fewer hedge funds hold AJG compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

636 buying620 selling
Last quarter: 636 funds bought or added vs 620 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new AJG position: 119 → 168 → 166 → 172. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 16% medium 17% new
855 out of 1,293 hedge funds have held AJG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +51%, value +17%

Value
+16%
Shares
+51%
Last quarter: funds added +51% more shares while total portfolio value only changed +17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

155 → 119 → 168 → 166 → 172 new funds/Q
New funds entering each quarter: 119 → 168 → 166 → 172. A growing number of institutions are discovering AJG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

68% veterans 12% 1-2yr 20% new
Entry-cohort mix of 1,319 holders: 896 (68%) are 2+ year veterans, 159 entered 1–2 years ago, and 264 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
69 of 1286 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in AJG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AJG

In 2026 Q2, 636 hedge funds were net buyers of AJG (172 opened a new position, 464 added to an existing one), while 620 reduced or exited (486 trimmed, 134 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 63% of total institutional value in AJG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 1293.

Hedge Fund Ownership: AJG

How many hedge funds hold AJG — quarterly history vs. share price
Quarterly hedge fund ownership of AJG vs. share price

Market Analysis: AJG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AJG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 8 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: AJG
1K + Investors

Track Smart Money conviction in AJG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1276 1255 1.67%
13F Shares 239M 215M 11.25%
Total Value $53.44B $46.11B 15.88%
New Positions 169 166 +3
Increased Positions 452 430 +22
Closed Positions 141 199 -58
Reduced Positions 476 468 +8
Total Calls 17 17 -
Total Puts 14 15 -6.67%
PUT/CALL Ratio 0.82 0.88 Neutral

Statistics: AJG

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AJG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AJG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gtcr LLC 13.95% 2,373,773 $544.9M
2 Newport Capital Group, LLC 6.61% 51,261 $11.8M
3 Brave Warrior Advisors, LLC 6.43% 1,285,022 $295.0M
4 PhiloSmith Capital Corp 6.07% 97,425 $22.4M
5 Bls Capital Fondsmaeglerselskab A/S 5.84% 659,908 $151.5M
6 New Vernon Investment Management LLC 5.46% 19,403 $4.5M
7 Stonehage Fleming Financial Services Holdings Ltd 4.87% 621,432 $142.7M
8 Beck Mack & Oliver LLC 4.75% 1,061,905 $243.8M
9 Nexus Investment Management ULC 4.48% 149,765 $34.4M
10 Central Securities Corp 4.37% 255,000 $58.5M
11 Lawson Kroeker Investment Management Inc/Ne 4.22% 66,344 $15.2M
12 Cincinnati Indemnity Co 3.85% 6,882 $1.6M
13 First Pacific Advisors, LP 3.79% 1,336,290 $306.8M
14 Bowie Capital Management, LLC 3.69% 378,174 $86.8M
15 Eagle Capital Management LLC 3.43% 4,890,612 $1.12B
16 Guinness Asset Management LTD 3.30% 851,348 $194.7M
17 Rench Wealth Management, Inc. 3.23% 52,366 $12.0M
18 Ayrshire Capital Management LLC 2.94% 27,328 $6.3M
19 Fenimore Asset Management Inc 2.74% 577,158 $132.5M
20 Mountain Pacific Investment Advisers LLC 2.72% 75,408 $17.3M
21 North Point Portfolio Managers Corp/Oh 2.48% 65,400 $15.0M
22 Sovereign's Capital Management, LLC 2.42% 15,809 $3.6M
23 NZS Capital, LLC 2.32% 389,613 $89.4M
24 Philadelphia Financial Management of San Francisco, LLC 2.29% 49,500 $11.4M
25 Chilton Investment Co INC. 2.27% 413,100 $94.8M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Gallagher Arthur J & Co (AJG)

What does the Smart Money Trend signal show for AJG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AJG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AJG?

Slight buying edge — 51% buying: Last quarter: 636 funds bought or added vs 620 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AJG holders?

Elite ownership — 63% AUM from top-100 funds: 69 of 1286 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in AJG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AJG?

66% of holders stayed for 2+ years: 855 out of 1,293 hedge funds have held AJG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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