Arthur J. Gallagher & Co. (AJG)

15588111 Canada Inc. • 2950 Land Company • 2950 Land Company, LLC • A.C.N. 003 030 180 Pty Ltd • A.C.N. 061 063 303 Pty Ltd • A.C.N. 082 459 372 Pty Ltd • A.H. Horn and Associates Limited • accurART Kunstversicherungsmakler (Europe) AG • accurART Kunstversicherungsmakler AG • Adams & Porter Sociedade De Corretagem De Seguros Ltda. ...

IRS number

362151613

AJG stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$306.20

Low target

$274.00

High target

$344.00

Keefe, Bruyette & Woods

Latest filings (excl ownership)

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Risks Relating to the Proposed Transaction

11 Dec 24

424B2

Prospectus for primary offering

11 Dec 24

424B2

Prospectus for primary offering

10 Dec 24

424B5

Prospectus supplement for primary offering

9 Dec 24

424B2

Prospectus for primary offering

9 Dec 24

S-3ASR

Automatic shelf registration

9 Dec 24

8-K

Arthur J. Gallagher & Co. Signs Agreement to

29 Oct 24

Arthur J. Gallagher & Co. Announces Third Quarter 2024 Financial Results

24 Oct 24

Transcripts

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AJG

Earnings call transcript

2024 Q3

24 Oct 24

AJG

Earnings call transcript

2024 Q2

25 Jul 24

AJG

Earnings call transcript

2024 Q1

25 Apr 24

AJG

Earnings call transcript

2023 Q4

25 Jan 24

AJG

Earnings call transcript

2023 Q3

26 Oct 23

AJG

Earnings call transcript

2023 Q2

27 Jul 23

AJG

Earnings call transcript

2023 Q2

27 Jul 23

AJG

Earnings call transcript

2023 Q1

27 Apr 23

AJG

Earnings call transcript

2023 Q1

27 Mar 23

AJG

Earnings call transcript

2022 Q4

26 Jan 23

Latest ownership filings

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THOMAS JOSEPH GALLAGHER

Notice of proposed sale of securities

12 Dec 24

Christopher C. Miskel

3 Dec 24

13F-NT

Notice of holdings reported by another manager

Notice of proposed sale of securities

8 Nov 24

RICHARD C CARY

7 Nov 24

Patrick Murphy Gallagher

1 Nov 24

Financial summary

Financial statements Chart AJG financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q3 2024

AJG institutional ownership history Ownership history

84.1% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	1179	1138	+3.6%
Opened positions	117	115	+1.7%
Closed positions	76	93	-18.3%
Increased positions	422	451	-6.4%
Reduced positions	441	373	+18.2%

13F shares	Current	Prev Q	Change
Total value	49.09 tn	46.98 tn	+4.5%
Total shares	181.49 mm	189.05 mm	-4.0%
Total puts	206.46 k	264.20 k	-21.9%
Total calls	560.80 k	542.30 k	+3.4%
Total put/call ratio	0.4	0.5	-24.4%

Largest owners	Shares	Value	Change
Vanguard	25.82 mm	$7.27 tn	+0.7%
BLK BlackRock	17.52 mm	$4.93 tn	NEW
FMR	12.31 mm	$3.46 tn	+4.9%
Capital International Investors	9.76 mm	$2.75 tn	-4.2%
STT State Street	8.93 mm	$2.51 tn	+0.5%
MS Morgan Stanley	6.94 mm	$1.95 tn	-1.4%
Capital World Investors	6.29 mm	$1.77 tn	+8.3%
Geode Capital Management	5.49 mm	$1.54 tn	+1.5%
JPM JPMorgan Chase & Co.	4.84 mm	$1.36 tn	+3.0%
Massachusetts Financial Services	3.20 mm	$899.54 bn	+13.6%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	17.52 mm	+17.52 mm	NEW
BLK BlackRock	0.00	-17.23 mm	EXIT
Norges Bank	0.00	-5.80 mm	EXIT
TD Asset Management	0.00	-743.67 k	EXIT
T. Rowe Price Investment Management	172.71 k	-732.68 k	-80.9%
PFG Principal Financial	885.80 k	+618.36 k	+231.2%
FMR	12.31 mm	+580.13 k	+4.9%
Capital World Investors	6.29 mm	+483.86 k	+8.3%
American Century Companies	120.60 k	-479.35 k	-79.9%
Capital International Investors	9.76 mm	-431.20 k	-4.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AJG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
19 Dec 24	Gallagher Thomas Joseph	Common Stock	Gift	Dispose G	No	No	0	840	0.00	328,259.045
18 Dec 24	William F Ziebell	Common Stock	Payment of exercise	Dispose F	No	No	278.49	2,907.41	809.68 k	40,032.927
18 Dec 24	William F Ziebell	Common Stock	Option exercise	Acquire M	No	No	0	2,907.41	0.00	42,940.337
18 Dec 24	William F Ziebell	Phantom Stock Common Stock	Option exercise	Dispose M	No	No	0	2,907.41	0.00	66,154.163
1 Dec 24	Christopher C. Miskel	Notional Stock Units Common Stock	Discretionary	Acquire I	No	No	312.24	120.1	37.50 k	1,865.773
8 Nov 24	Barrat Sherry S	Common Stock	Gift	Dispose G	No	No	0	847	0.00	19,032.561
8 Nov 24	Barrat Sherry S	Common Stock	Sell	Dispose S	No	No	294.645	878	258.70 k	19,879.561
5 Nov 24	Richard C Cary	Common Stock	Payment of exercise	Dispose F	No	No	281.93	32,752.264	9.23 mm	79,773.749
5 Nov 24	Richard C Cary	Common Stock	Option exercise	Acquire M	No	No	0	74,087.263	0.00	112,526.013
5 Nov 24	Richard C Cary	Phantom Stock Common Stock	Option exercise	Dispose M	No	No	0	74,087.263	0.00	619.705