Sei Investments Co. Has $62.65 Million Position in Arthur J. Gallagher & Co. $AJG

Posted by Brian Himes on Jul 26th, 2026

Sei Investments Co. lifted its holdings in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 36.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 289,267 shares of the financial services provider’s stock after purchasing an additional 76,723 shares during the period. Sei Investments Co.’s holdings in Arthur J. Gallagher & Co. were worth $62,651,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in shares of Arthur J. Gallagher & Co. by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 31,390,446 shares of the financial services provider’s stock worth $8,123,534,000 after buying an additional 217,136 shares during the last quarter. Capital World Investors grew its stake in shares of Arthur J. Gallagher & Co. by 7.0% in the fourth quarter. Capital World Investors now owns 12,613,371 shares of the financial services provider’s stock worth $3,264,359,000 after acquiring an additional 830,252 shares during the last quarter. State Street Corp increased its position in Arthur J. Gallagher & Co. by 0.6% during the fourth quarter. State Street Corp now owns 10,953,598 shares of the financial services provider’s stock worth $2,834,682,000 after acquiring an additional 62,518 shares during the period. Norges Bank acquired a new position in Arthur J. Gallagher & Co. during the 4th quarter valued at $1,925,062,000. Finally, T. Rowe Price Investment Management Inc. raised its stake in Arthur J. Gallagher & Co. by 123.5% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 5,887,538 shares of the financial services provider’s stock valued at $1,523,636,000 after purchasing an additional 3,253,498 shares during the last quarter. Institutional investors and hedge funds own 85.53% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Barclays raised their price target on shares of Arthur J. Gallagher & Co. from $275.00 to $292.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Cantor Fitzgerald increased their target price on shares of Arthur J. Gallagher & Co. from $285.00 to $300.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Royal Bank Of Canada lifted their target price on Arthur J. Gallagher & Co. from $260.00 to $300.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Weiss Ratings upgraded Arthur J. Gallagher & Co. from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, July 13th. Finally, Morgan Stanley raised their price objective on Arthur J. Gallagher & Co. from $240.00 to $255.00 and gave the stock an “overweight” rating in a research report on Monday, July 6th. Thirteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $280.35.

Get Our Latest Stock Analysis on Arthur J. Gallagher & Co.

Insiders Place Their Bets

In other Arthur J. Gallagher & Co. news, CAO Richard C. Cary sold 3,000 shares of the company’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $206.00, for a total transaction of $618,000.00. Following the sale, the chief accounting officer directly owned 47,819 shares of the company’s stock, valued at approximately $9,850,714. This represents a 5.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 1.40% of the company’s stock.

Arthur J. Gallagher & Co. Stock Performance

Arthur J. Gallagher & Co. stock opened at $247.57 on Friday. The firm has a market capitalization of $63.60 billion, a P/E ratio of 40.06, a P/E/G ratio of 1.28 and a beta of 0.50. The stock has a fifty day moving average price of $226.33 and a two-hundred day moving average price of $225.22. Arthur J. Gallagher & Co. has a 52-week low of $190.75 and a 52-week high of $315.48. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.06 and a quick ratio of 1.06.

Arthur J. Gallagher & Co. (NYSE:AJG – Get Free Report) last issued its earnings results on Thursday, April 30th. The financial services provider reported $4.47 EPS for the quarter, beating the consensus estimate of $4.43 by $0.04. Arthur J. Gallagher & Co. had a net margin of 10.76% and a return on equity of 12.83%. The company had revenue of $4.71 billion for the quarter, compared to the consensus estimate of $4.73 billion. During the same quarter in the previous year, the company earned $3.67 EPS. The firm’s revenue for the quarter was up 29.0% compared to the same quarter last year. As a group, analysts anticipate that Arthur J. Gallagher & Co. will post 13.22 EPS for the current fiscal year.

Arthur J. Gallagher & Co. Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, June 19th. Shareholders of record on Friday, June 5th were given a $0.70 dividend. The ex-dividend date was Friday, June 5th. This represents a $2.80 dividend on an annualized basis and a yield of 1.1%. Arthur J. Gallagher & Co.’s payout ratio is 45.31%.

About Arthur J. Gallagher & Co.

(Free Report)

Arthur J. Gallagher & Co is a global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois. Founded in 1927 by Arthur J. Gallagher, the company has grown from a regional broker into an international professional services organization that arranges insurance, provides consulting and designs risk-transfer solutions for commercial, industrial, public sector and individual clients.

The company’s core activities include property and casualty insurance brokerage, employee benefits consulting and administration, and a range of risk management services.