Arthur J Gallagher & Co (AJG) 13F Holdings Overview (Q2 2026)

AJG ranks #315 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

AJG is a top-conviction position for Gtcr LLC — at 13.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in AJG belongs to BlackRock, Inc., but the position matters far more to Gtcr LLC, who has 13.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Dodge & Cox has added to its AJG position for two straight quarters, increasing it by $1.9B to reach $2.1B today.

JPMorgan has trimmed its AJG position for two straight quarters, cutting it by $2.0B while still holding $3.3B.

AJG is up 0.9% today, and institutions have been net buyers of $16.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

AJG posted net income of $1.6B over the trailing twelve months.

• Profitable — net income of $1.6B over the trailing twelve months
• Revenue grew 26.3% year over year
• Net income declined year over year, from $1.6B to $1.6B
• Generated $1.9B in positive operating cash flow
• Current ratio of 1.06x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.03x equity — a highly leveraged balance sheet worth noting