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

AJG ranks #318 out of 37696 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.

Professional Advisory Services Inc has added to its AJG position for two straight quarters, increasing it by $6.0M to reach $27.0M today.

McKinley Carter Wealth Services, Inc. has trimmed its AJG position for two straight quarters, cutting it by $5.8M while still holding $439.7K.

AJG is up 1.9% 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