Arthur J. Gallagher & Co. (NYSE: AJG) reported third-quarter 2026 total company revenue before reimbursements of $3.93 billion, compared with $3.33 billion a year earlier. Reported net earnings were $406 million, up from $273 million, while diluted net earnings per share were $1.55, compared with $1.04.
The company said its combined Brokerage and Risk Management segments delivered 18% revenue growth, including 5% organic growth.
- Brokerage reported revenue of $3.47 billion and net earnings of $515 million.
- Risk Management reported revenue before reimbursements of $457 million and net earnings of $61 million.
- Gallagher closed five acquisitions during the quarter with estimated annualized acquired revenue of $102 million.
- The company repurchased about 0.4 million shares for approximately $100 million during the quarter.
- As of September 30, 2026, Gallagher reported $9.55 billion of public-debt borrowings, $2.68 billion of private-placement borrowings and $630 million drawn under its line of credit facility.
$AJG Insider Trading Activity
$AJG insiders have traded $AJG stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AJG stock by insiders over the last 6 months:
- WALTER D. BAY (General Counsel) sold 12,000 shares for an estimated $3,240,972
- SCOTT R HUDSON (Vice President) sold 12,000 shares for an estimated $3,169,596
- CHRISTOPHER E MEAD (VICE PRESIDENT) sold 3,500 shares for an estimated $899,587
- RICHARD C CARY (Controller, CAO) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $870,858.
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 603 institutional investors add shares of $AJG stock to their portfolio, and 598 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 14,356,764 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,295,882,311
- FMR LLC added 4,024,657 shares (+27.5%) to their portfolio in Q2 2026, for an estimated $923,940,507
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,698,507 shares (-70.7%) from their portfolio in Q2 2026, for an estimated $619,496,251
- EAGLE CAPITAL MANAGEMENT LLC added 2,225,040 shares (+83.5%) to their portfolio in Q2 2026, for an estimated $510,802,432
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,156,506 shares (+inf%) to their portfolio in Q2 2026, for an estimated $495,069,082
- DODGE & COX added 2,008,719 shares (+27.3%) to their portfolio in Q2 2026, for an estimated $461,141,620
- MORGAN STANLEY removed 1,464,317 shares (-36.1%) from their portfolio in Q2 2026, for an estimated $336,163,253
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.
