Arthur J. Gallagher & Co. (AJG) reported second-quarter 2026 revenue before reimbursements of $3.955 billion, up from $3.179 billion a year earlier. Net earnings were $324 million, compared with $368 million in second-quarter 2025, and diluted net earnings per share were $1.25, down from $1.40.
The company said its combined Brokerage and Risk Management segments delivered revenue growth of 24%, including organic growth of 6%. Gallagher also reported second-quarter share repurchases of approximately 0.9 million shares for about $170 million.
- Quarter ended June 30, 2026
- Total company revenue before reimbursements was $3.955 billion, compared with $3.179 billion a year earlier
- Net earnings were $324 million, compared with $368 million in the prior-year quarter
- Diluted net earnings per share were $1.25, compared with $1.40 a year earlier
- Adjusted total company revenue before reimbursements was $3.947 billion
- Gallagher repurchased about 0.9 million common shares for approximately $170 million in the quarter
$AJG Insider Trading Activity
$AJG insiders have traded $AJG stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AJG stock by insiders over the last 6 months:
- J PATRICK JR GALLAGHER (CEO) sold 27,450 shares for an estimated $6,322,064
- CHRISTOPHER E MEAD (VICE PRESIDENT) sold 4,000 shares for an estimated $908,472
- SCOTT R HUDSON (Vice President) sold 3,800 shares for an estimated $864,766
- RICHARD C CARY (Controller, CAO) sold 3,000 shares for an estimated $618,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$AJG Hedge Fund Activity
We have seen 532 institutional investors add shares of $AJG stock to their portfolio, and 630 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX added 6,474,330 shares (+735.2%) to their portfolio in Q1 2026, for an estimated $1,402,210,391
- MORGAN STANLEY removed 3,717,633 shares (-47.8%) from their portfolio in Q1 2026, for an estimated $805,164,955
- CAPITAL INTERNATIONAL INVESTORS removed 3,683,802 shares (-58.7%) from their portfolio in Q1 2026, for an estimated $797,837,837
- EAGLE CAPITAL MANAGEMENT LLC added 2,665,572 shares (+inf%) to their portfolio in Q1 2026, for an estimated $577,309,583
- GTCR LLC added 2,373,773 shares (+inf%) to their portfolio in Q1 2026, for an estimated $514,111,756
- MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. removed 1,754,622 shares (-57.4%) from their portfolio in Q1 2026, for an estimated $380,016,032
- FRANKLIN RESOURCES INC added 1,563,789 shares (+400.7%) to their portfolio in Q1 2026, for an estimated $338,685,421
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$AJG Congressional Stock Trading
Members of Congress have traded $AJG stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AJG stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE KELLY MORRISON has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/08.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 02/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
