AJG
ARTHUR J. GALLAGHER & CO.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Viking Global Investors re-entered | Q2 2018 | 33Q | $60 | $207 | +246% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $280 | $207 | -26% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $280 | $207 | -26% |
| Renaissance Technologies | Q4 2024(8Q snapshot) | 6Q | $294 | $207 | -30% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $291 | $207 | -29% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $213 | $207 | -3% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Two Sigma Investments 3× in & out | Q1 2026 | Q2 2026 | → $200 | -6% |
| D.E. Shaw 2× in & out | Q4 2025 | Q2 2026 | → $200 | -22% |
| Bridgewater Associates 8× in & out | Q4 2025 | Q1 2026 | → $208 | -19% |
| Soros Fund Management | Q1 2025 | Q2 2025 | → $335 | +5% |
| Coatue Management | Q1 2020 | Q2 2020 | → $81 | -20% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Arthur J. Gallagher & Co.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40000354190-26-000169Jun 2, 2026
- Form 40000354190-26-000167Jun 2, 2026
- Form 40000354190-26-000165Jun 2, 2026
- Form 40000354190-26-000163May 28, 2026
- Form 40000354190-26-000161May 28, 2026
- Form 40000354190-26-000158May 13, 2026
- Form 40000354190-26-000156May 13, 2026
- Form 40000354190-26-000154May 13, 2026
- Form 40000354190-26-000152May 13, 2026
- Form 40000354190-26-000150May 13, 2026
- Form 40000354190-26-000148May 13, 2026
- Form 40000354190-26-000146May 13, 2026
- Form 40000354190-26-000144May 13, 2026
- Form 40000354190-26-000124Apr 2, 2026
- Form 40000354190-26-000122Apr 2, 2026
Fundamentals
XBRL · ARTHUR J. GALLAGHER & CO.Annual figures sourced directly from ARTHUR J. GALLAGHER & CO.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Arthur J. Gallagher & Co. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 13, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementMar 23, 2026
- 8-KMaterial eventMar 17, 2026
- 8-KMaterial eventMar 12, 2026
- 10-KAnnual reportFeb 17, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventDec 16, 2025
- 10-QQuarterly reportNov 10, 2025
- 8-KMaterial eventOct 30, 2025
- 8-K/AMaterial event (amended)Oct 28, 2025
- 8-KMaterial eventSep 18, 2025
- 8-KMaterial eventAug 18, 2025
- 10-QQuarterly reportAug 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q1 2026 | Q2 2026 | $213 | $200 | -6% |
| Viking Global Investors | Q1 2026 | open | $213 | $206 | -3% |
| Point72 Asset Management | Q1 2026 | open | $213 | $207 | -3% |
| D.E. Shaw | Q4 2025 | Q2 2026 | $257 | $200 | -22% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $255 | $208 | -19% |
| Two Sigma Investments | Q3 2025 | Q4 2025 | $291 | $257 | -12% |
| Viking Global Investors | Q2 2025 | Q4 2025 | $335 | $257 | -23% |
| Soros Fund Management | Q1 2025 | Q2 2025 | $318 | $335 | +5% |
| Two Sigma Investments | Q1 2025 | Q2 2025 | $318 | $335 | +5% |
| Citadel Advisors | Q4 2024 | open | $291 | $207 | -29% |
| Renaissance Technologies | Q4 2024 | open | $294 | $207 | -30% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $280 | $335 | +20% |
| AQR Capital Management | Q3 2024 | open | $280 | $207 | -26% |
| Millennium Management | Q3 2024 | open | $280 | $207 | -26% |
| Bridgewater Associates | Q1 2024 | Q2 2024 | $234 | $246 | +5% |
| Viking Global Investors | Q3 2023 | Q1 2024 | $220 | $234 | +6% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $110 | $213 | +93% |
| Viking Global Investors | Q2 2020 | Q3 2020 | $80 | $100 | +25% |
| Coatue Management | Q1 2020 | Q2 2020 | $101 | $81 | -20% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $101 | $81 | -20% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $72 | $76 | +4% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $60 | $63 | +6% |
| Viking Global Investors | Q2 2018 | Q3 2019 | $60 | $81 | +35% |
| Bridgewater Associates | Q3 2017 | Q4 2017 | $52 | $57 | +10% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $36 | $32 | -12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.