Follow-The-Filings

Security

AJG

Gallagher Arthur J & Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 1 new 1 exit max 1.2% (First Pacific Advisors, LP)

grid → activity →
owners 20
rank #213
master % 0.07%
max % 1.2%
tracked value $12.4B
qoq N 1 A 11 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
First Pacific Advisors, LP 2026 Q1 1.2% New 1.2% 387,687 $84M hist
Dodge & Cox 2026 Q1 0.9% Add +0.75 pp 7,354,915 $1.6B hist
Torray Investment Partners LLC 2026 Q2 stale 0.8% Reduce -0.11 pp 26,276 $6M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 0.4% Reduce -0.27 pp 727,441 $158M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.21 pp 7,438,704 $1.9B hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.03 pp 31,390,446 $8.1B hist
Natixis Advisors, LLC 2026 Q1 0.1% Add -0.02 pp 322,329 $70M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.06 pp 238,987 $52M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.04 pp 276,420 $60M hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.1% Add 0.00 pp 19,764 $4M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 63,607 $14M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 9,683 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 762,692 $165M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +0.02 pp 76,600 $17M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 234,020 $51M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 147,092 $32M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.01 pp 30,880 $7M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 2,659 $576 hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% — 1,953 $423 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 1,604 $415 hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 173,498 $45M hist

20 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.07B $11.55B $13.94B
Gross profit — — —
Gross margin — — —
Net income $969.5M $1.46B $1.49B
Net margin * 9.6% 12.7% 10.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $32.12B $44.11B $34.36B
Total non-current assets * $19.5B $20.14B $36.31B
Total assets $51.62B $64.26B $70.66B
Total current liabilities $31.06B $29.26B $32.52B
Total non-current liabilities * $9.74B $14.81B $14.8B
Total equity $10.78B $20.15B $23.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.03B $2.58B $1.93B
Cash from investing -$3.29B -$1.59B -$15.88B
Cash from financing $2.87B $13.05B $1.71B
Net change in cash $1.58B $13.93B -$11.93B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders