CINCINNATI FINANCIAL CORP has added 48,000 shares of $AJG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AJG.
ARTHUR J GALLAGHER & Hedge Fund Activity
We have seen 521 institutional investors add shares of ARTHUR J GALLAGHER & stock to their portfolio, and 776 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 2,639,785 shares (+55.0%) to their portfolio in Q4 2025, for an estimated $683,149,960
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 2,495,881 shares (+1806.5%) to their portfolio in Q3 2025, for an estimated $773,074,180
- MORGAN STANLEY added 1,493,137 shares (+21.1%) to their portfolio in Q3 2025, for an estimated $462,484,254
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,264,313 shares (+70.8%) to their portfolio in Q3 2025, for an estimated $391,608,308
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,198,267 shares (-89.9%) from their portfolio in Q4 2025, for an estimated $310,099,516
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,042,361 shares (+9244.9%) to their portfolio in Q4 2025, for an estimated $269,752,603
- CAPITAL INTERNATIONAL INVESTORS removed 914,288 shares (-12.7%) from their portfolio in Q4 2025, for an estimated $236,608,591
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
ARTHUR J GALLAGHER & Insider Trading Activity
ARTHUR J GALLAGHER & insiders have traded $AJG stock on the open market 17 times in the past 6 months. Of those trades, 4 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $AJG stock by insiders over the last 6 months:
- DOUGLAS K HOWELL (VP & Chief Financial Officer) has made 0 purchases and 6 sales selling 22,000 shares for an estimated $6,381,511.
- WALTER D. BAY (General Counsel) sold 15,850 shares for an estimated $4,041,750
- SCOTT R HUDSON (Vice President) has made 0 purchases and 2 sales selling 12,855 shares for an estimated $3,825,687.
- RICHARD C CARY (Controller, CAO) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $2,790,000.
- CHRISTOPHER E MEAD (VICE PRESIDENT) has made 0 purchases and 2 sales selling 5,250 shares for an estimated $1,345,865.
- MICHAEL ROBERT PESCH (Vice President) has made 4 purchases buying 4,000 shares for an estimated $988,488 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
ARTHUR J GALLAGHER & Government Contracts
We have seen $150,000 of award payments to $AJG over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- MARINE INSURANCE BROKERAGE AND FLEET PROTECTION&INDEMNITY INSURANCE SERVICES: $100,000
- INSURANCE CONTRACTOR WILL PROVIDE SUPPORT IN THE FOLLOWING AREAS FOR OMF & MAR-770 IN THE FOLLOWING AREAS S...: $50,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
ARTHUR J GALLAGHER & 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:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 12/19.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
ARTHUR J GALLAGHER & Analyst Ratings
Wall Street analysts have issued reports on $AJG in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Barclays issued a "Underweight" rating on 01/08/2026
- Morgan Stanley issued a "Overweight" rating on 12/19/2025
- Goldman Sachs issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for ARTHUR J GALLAGHER &, check out Quiver Quantitative's $AJG forecast page.
ARTHUR J GALLAGHER & Price Targets
Multiple analysts have issued price targets for $AJG recently. We have seen 14 analysts offer price targets for $AJG in the last 6 months, with a median target of $280.0.
Here are some recent targets:
- Andrew Andersen from Jefferies set a target price of $280.0 on 02/02/2026
- Weston Bloomer from UBS set a target price of $283.0 on 02/02/2026
- Matthew Heimermann from Citigroup set a target price of $280.0 on 02/02/2026
- Meyer Shields from Keefe, Bruyette & Woods set a target price of $249.0 on 01/30/2026
- Paul Newsome from Piper Sandler set a target price of $249.0 on 01/30/2026
- Elyse Greenspan from Wells Fargo set a target price of $298.0 on 01/30/2026
- Ryan Tunis from Cantor Fitzgerald set a target price of $282.0 on 01/14/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AJG ticker page for more data.
