What smart money is saying about Arthur J. Gallagher
6 funds in our archive have pitched Arthur J. Gallagher — most recently Guinness Global Equity Income Fund in August 2026.
Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is divided into two primary segments: Brokerage and Risk Management. The Brokerage division manages both retail and wholesale insurance operations. It also supports other brokers, including independent ones, in securing specialized or hard-to-place insurance coverage. This segment functions as a wholesale broker, managing general agent (MGA), and managing general underwriter (MGU) to distribute tailored insurance products to underwriting firms. Key activities within this segment include marketing, underwriting, policy issuance, premium collection, agent recruitment and supervision, claims payment, and reinsurance negotiations. It delivers essential brokerage and consulting solutions to a diverse client base, from commercial businesses, non-profit organizations, and public entities to individuals, specializing in insurance placement, managing loss exposure, and overseeing employer-sponsored benefit programs. The Risk Management segment focuses on offering contract-based claims settlement and administration services to businesses and public sector organizations. Its services also include comprehensive claims management, specialized loss control consulting, and independent insurance property appraisals. Arthur J. Gallagher & Co. delivers its extensive services through a broad network of associated insurance brokers and consultants. Its clientele is varied, serving commercial, industrial, public, religious, and non-profit organizations. The company was founded in 1927 and maintains its corporate headquarters in Rolling Meadows, Illinois.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in Arthur J. Gallagher — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 3 | 1 | 0 | 1 |
| Q1 2026 | 1 | 1 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 2 moves
- New positionNexus Investment Management ULCJune 2026
“We were more active in trading during the quarter than is typical in a three-month period. This is not a change in philosophy, but rather a tactical response to the heightened volatility created by the shifting narratives around AI. Rapid price appreciation in several names led to stretched valuations and outsized position sizes, prompting us to prudently trim our exposure to Cisco, Alphabet, Finning, and Toromont. We redeployed these proceeds into existing holdings where valuations remained attractive. We also acquired two new holdings after share price declines – Constellation Software and A.J. Gallagher.”
Arthur J. Gallagher - June 2026
“While not operating in the technology sector, our recent purchases, including London Stock Exchange Group, Arthur J. Gallagher, and Equifax, reflect this theme.”
Arthur J. Gallagher - HoldsFPA Crescent FundJune 2026
Listed in FPA Crescent Fund’s reported holdings.
Arthur J. Gallagher - New positionLarge-Cap GrowthMarch 2026
“We initiated positions in Axon Enterprise Inc (AXON), Palo Alto Networks, Spotify Technology (SPOT), Alnylam Pharmaceuticals, Inc (ALNY), Arthur J. Gallagher & Co (AJG), and most recently HEICO Corporation Class A (HEI.A).”
Arthur J. Gallagher
Also mentioned · 1
These funds discuss Arthur J. Gallagher — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Global Innovators FundAugust 2026
“Theme 5: Many firms caught up in the software sell-off are continuing to deliver solid fundamentals Many software and technology companies that came under heavy pressure during the software sell-off are proving the resilience of their core businesses, delivering solid fundamentals and showing that generative AI acts as a secular tailwind rather than an existential disintermediation threat. Incumbents have been leveraging proprietary datasets, deep customer workflow integrations, and trusted infrastructure to build highly defensible moats. Instead of being replaced, they are embedding AI directly into their core applications to deliver immediate productivity benefits, turn AI into a commercial driver, and expand their total addressable markets into labour-saving offerings. Arthur J Gallagher CEO, J Patrick Gallagher: “For more than two decades, we've been improving productivity and quality by standardizing workflows, building our centers of excellence, and bringing more of our data together around the world.”
Arthur J. Gallagher
Fund coverage · 6 theses
- Guinness Global Equity Income FundAugust 2026
Arthur J. Gallagher has a defensible core business and is using AI to improve productivity rather than face disintermediation.
Read the full thesis Arthur J. Gallagher is a large insurance broker and risk manager with a durable model, disciplined execution, and attractive long-term compounding potential.
Read the full thesis- Artisan U.S. Mid-Cap Growth StrategyMarch 2026
Arthur J. Gallagher & Co. is a high-quality global insurance broker with visible organic growth, synergy potential from AssuredPartners, and emerging margin expansion opportunities.
Read the full thesis - Large-Cap GrowthMarch 2026
Arthur J. Gallagher is a fee-based insurance broker with scale advantages, favorable industry tailwinds, and low AI disruption risk.
Read the full thesis - Ariel Focus FundSeptember 2025
Arthur J. Gallagher & Co. is well-positioned for continued growth and margin expansion following the successful acquisition of AssuredPartners and favorable conditions in the global insurance market.
Read the full thesis - Sands Capital Select GrowthJune 2025
Arthur J. Gallagher (AJG) is the largest middle-market commercial insurance broker in the U.S. and third-largest globally, leveraging acquisitions and technology for sustainable growth in a resilient market.
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