Lumida
/AJG
⌘K
Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co.

AJG
$240.32USD-1.23%-2.99 today

MARKET CAP

61.6B

P/E (TTM)

41.9x

FWD P/E

DAY RANGE

$240 – $247

52W RANGE

$191
$314

AI Summary

Stalk
TrimMedium

AJG's decisive break below prior support around $254 accompanied by declining EMAs confirms sellers are in control in a Stage 3 distribution context. Medium-term bias is bearish, reinforced by the active Support Failure pattern and no mean-reversion permission. Short-term timing is neutral as price is extended below falling EMAs with extreme oversold conditions, suggesting relief bounces could emerge. Execution should be deferred, targeting trims into rallies toward the 254–256 EMA/resistance region.

  • Revenue up 24% YoY to $1.2B, driven by 6% organic growth.
  • Plans to deploy $10B in acquisitions, with Assured Partners synergies of $160M by 2026.
  • Negative earnings yield and weak profitability threaten valuation.
Full analysis →

Buying

12

institutions

Selling

8

institutions

New Positions

2

this quarter

Filing Period

Q1 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY19.82 M4.55 B+515.07 K+8.8%0.07%
JC

Jpmorgan Chase & Co

Q2 2026

SELL14.36 M3.26 B+-5.21 M-22.8%0.19%
JH

Janus Henderson Group Plc

Q1 2026

BUY3.94 M853.77 M+2.07 M+76.5%0.21%
TR

T. Rowe Price Investment Management, Inc.

Q2 2026

BUY1.12 M256.47 M+130.60 K+20.0%0.17%
WP

Woodline Partners LP

Q2 2026

SELL596.46 K136.93 M+-1.08 M-62.4%0.42%
CA

Citadel Advisors LLC

Q2 2026

SELL317.00 K72.77 M+-598.69 K-63.3%0.01%
CP

California Public Employees Retirement System

Q2 2026

SELL301.12 K69.13 M+-488.38 K-59.6%0.04%
BA

Balyasny Asset Management L.P.

Q2 2026

BUY267.17 K61.33 M+28.18 K+18.5%0.08%
MM

Millennium Management LLC

Q2 2026

SELL172.59 K39.62 M+-116.83 K-36.8%0.01%
AC

Aqr Capital Management LLC

Q2 2026

BUY170.31 K38.71 M+23.22 K+21.9%0.01%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY70.81 K16.26 M+39.93 K+143.1%0.02%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY30.80 K7.07 M+25.00+6.1%0.01%
PA

Polar Asset Management Partners Inc.

Q2 2026

BUY23.10 K5.30 M+4.10 K+28.9%0.11%
AI

Ariel Investments, LLC

Q2 2026

SELL18.60 K4.27 M+-1.17 K-0.3%0.04%
MC

Moore Capital Management, LP

Q2 2026

BUYNEW18.50 K4.25 M+18.50 K+0.0%0.06%
MG

Man Group Plc

Q2 2026

BUYNEW10.34 K2.37 M+10.34 K+0.0%0.00%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY8.06 K1.85 M+6.01 K+316.1%0.01%
FA

Fisher Asset Management, LLC

Q2 2026

BUY2.89 K662.69 K+227.00+15.0%0.00%
VG

Viking Global Investors LP

Q2 2026

SELL0.000.00+-727.44 K-100.0%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL0.000.00+-76.60 K-100.0%0.00%