AJG Arthur J. Gallagher & Co. (AJG) Insider Trading, Ownership & Congress Trades
Insurance · Insurance agents, brokers & service · CIK 0000354190
Congress · 1Form 144 · 5
Insider buyers, 180 days
0
Funds added, last quarter
632
13F, latest reported quarter
Conversions, 180 days
6
Codes C/M, not in net · $2.0M priced
What the filings say about AJG
Insiders, 180 days
-$8.2M net sold
4 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 3 sold
Latest: sale, 2026-03-08
Planned sales (Form 144), 90 days
$11.4M
5 notices
Arthur J. Gallagher & Co. insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Arthur J. Gallagher & Co. insiders sold a net $8.2M of stock across 129 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Jun 2, 2026.
- The trade is 2.1% of the 46,819 shares held after it.
- 3 other insiders sold within 30 days.
- 632 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Controller, CAO CARY RICHARD C sold about $252.9K of AJG on Sep 15, 2026; 3 other insiders sold within 30 days and 632 funds added in the latest 13F quarter.Context
- 15 earlier Form 4 trades (code P or S) here by this insider (15 sales), the last on Mar 6, 2026.
- The trade is 13.3% of the 90,262 shares held after it.
- 3 other insiders sold within 30 days.
- 632 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Vice President Hudson Scott R sold about $3.2M of AJG on Sep 2, 2026; 3 other insiders sold within 30 days and 632 funds added in the latest 13F quarter.Context
- 14 earlier Form 4 trades (code P or S) here by this insider (14 sales), the last on Dec 19, 2025.
- The trade is 16.8% of the 71,292 shares held after it.
- 3 other insiders sold within 30 days.
- 632 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel Bay Walter D. sold about $3.2M of AJG on Aug 24, 2026; 3 other insiders sold within 30 days and 632 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Mar 5, 2026.
- The trade is 15.7% of the 22,223 shares held after it.
- 3 other insiders sold within 30 days.
- 632 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: VICE PRESIDENT Mead Christopher E sold about $899.6K of AJG on Aug 19, 2026; 3 other insiders sold within 30 days and 632 funds added in the latest 13F quarter.Context
- 12 earlier Form 4 trades (code P or S) here by this insider (12 sales), the last on Nov 18, 2025.
- The trade is 6.3% of the 47,819 shares held after it.
- No other insider sold within 30 days.
- 632 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Controller, CAO CARY RICHARD C sold about $618.0K of AJG on Jun 2, 2026; 632 funds added in the latest 13F quarter.129 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$8.2M over 180 days
-$7.6M over 90 days
below 66% of Insurance
Congress
1 member bought in the last year
the lowest in Insurance
Funds
632 funds bought in last quarter
more than 90% of Insurance
Revenue
+20.7% year over year
more than 69% of Insurance
Margin
10.7% net margin
more than 53% of Insurance
Buybacks
$480.0M repurchased, FY to 2026-06-30
more than 75% of Insurance
Short interest
2.8% of the float short (float per yahoo 2026-10-27) · 5.1 days to cover · settled 2026-10-15
below 54% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AJG
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-7.5%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AJG: institutional holders (13F)
13F holdings, latest reported quarter
19,822,870 sh
$4.6B
18,645,620 sh
$4.3B
16,777,183 sh
$3.9B
14,356,764 sh
$3.3B
12,511,991 sh
$2.9B
Congress trades in AJG
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-03-08 · disclosed 2 days later
$15,001 - $50,000
Sold 2026-03-08 · disclosed 2 days later
$1,001 - $15,000
Sold 2026-02-10 · disclosed 27 days later
$1,001 - $15,000
Bought 2025-12-19 · disclosed 24 days later
$1,001 - $15,000
Sold 2025-12-18 · disclosed 28 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AJG planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Matrix Trust Co
Filed 2026-09-15
$3.8M
CARY RICHARD C
Filed 2026-09-15
$252.9K
Hudson Scott R
Filed 2026-09-02
$3.2M
Walter D. Bay
Filed 2026-08-24
$3.3M
Mead Christopher E
Filed 2026-08-19
$899.6K
AJG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Select Insurance Portfolio
$43.2M position · as of 2026-05-31
7.5%
FAM DIVIDEND FOCUS FUND
$39.3M position · as of 2026-06-30
6.2%
BECK, MACK & OLIVER PARTNERS FUND
$3.7M position · as of 2026-06-30
4.8%
Fidelity Leveraged Company Stock Fund
$164.0M position · as of 2026-07-31
4.1%
Invesco KBW Property & Casualty Insurance ETF
$9.3M position · as of 2026-05-31
3.8%
NORTHQUEST CAPITAL FUND INC
$436.2K position · as of 2026-06-30
3.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Pat Gallagher
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$20.7M
$31.4M
$9.1M
-8%
-7%
2024
$17.4M
$49.4M
$6.6M
+27%
+22%
2023
$15.5M
$33.0M
$5.4M
+20%
+9%
2022
$14.2M
$23.2M
$5.0M
+12%
-2%
2021
$13.9M
$36.2M
$5.1M
+39%
+42%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $8.2M sold by insiders over 180 days, 632 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $11.4M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AJG financials
Revenue growth
+20.7%
XBRL, annual
Net margin
10.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.8B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM AJG
| FY Dec 2025 | $13.9B |
| FY Dec 2024 | $11.6B |
| FY Dec 2023 | $10.1B |
| FY Dec 2022 | $8.6B |
| FY Dec 2021 | $8.2B |
| Jun 2026 | $4.0B |
| Mar 2026 | $4.8B |
| Dec 2025 | $3.6B |
| Sep 2025 | $3.4B |
| Jun 2025 | $3.2B |
| Mar 2025 | $3.7B |
| Dec 2024 | $2.7B |
| Sep 2024 | $2.8B |
At each fiscal year end
Single quarter
Net margin, TTM
+10.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM AJG
| FY Dec 2025 | +10.7% |
| FY Dec 2024 | +12.7% |
| FY Dec 2023 | +9.6% |
| FY Dec 2022 | +13.0% |
| FY Dec 2021 | +11.0% |
| Jun 2026 | +8.1% |
| Mar 2026 | +17.3% |
| Dec 2025 | +4.2% |
| Sep 2025 | +8.1% |
| Jun 2025 | +11.4% |
| Mar 2025 | +18.9% |
| Dec 2024 | +9.5% |
| Sep 2024 | +11.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$2.3B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM AJG
| FY Dec 2025 | $1.8B |
| FY Dec 2024 | $2.4B |
| FY Dec 2023 | $1.8B |
| FY Dec 2022 | $1.2B |
| FY Dec 2021 | $1.3B |
| Jun 2026 | -$41.0M |
| Mar 2026 | $921.0M |
| Dec 2025 | $713.4M |
| Sep 2025 | $691.6M |
| Jun 2025 | -$464.0M |
| Mar 2025 | $844.0M |
| Dec 2024 | $695.7M |
| Sep 2024 | $898.0M |
At each fiscal year end
Single quarter
Debt to equity
0.57x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity AJG
| FY Dec 2025 | 0.55x |
| FY Dec 2024 | 0.64x |
| FY Dec 2023 | 0.71x |
| FY Dec 2022 | 0.64x |
| FY Dec 2021 | 0.71x |
| Jun 2026 | 0.57x |
| Mar 2026 | 0.53x |
| Dec 2025 | 0.55x |
| Sep 2025 | 0.55x |
| Jun 2025 | 0.55x |
| Mar 2025 | 0.58x |
| Dec 2024 | 0.64x |
| Sep 2024 | 0.66x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.18x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt AJG
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.20x |
| FY Dec 2023 | 0.26x |
| FY Dec 2022 | 0.24x |
| FY Dec 2021 | 0.23x |
| Jun 2026 | 0.18x |
| Mar 2026 | 0.16x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.15x |
| Jun 2025 | 0.17x |
| Mar 2025 | 0.21x |
| Dec 2024 | 0.20x |
| Sep 2024 | 0.32x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity AJG
| FY Dec 2025 | +6.9% |
| FY Dec 2024 | +9.5% |
| FY Dec 2023 | +9.7% |
| FY Dec 2022 | +12.6% |
| FY Dec 2021 | +12.3% |
| Jun 2026 | +6.7% |
| Mar 2026 | +7.0% |
| Dec 2025 | +6.9% |
| Sep 2025 | +9.1% |
| Jun 2025 | +9.5% |
| Mar 2025 | +9.3% |
| Dec 2024 | +9.5% |
| Sep 2024 | +10.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets AJG
| FY Dec 2025 | +2.2% |
| FY Dec 2024 | +2.5% |
| FY Dec 2023 | +2.2% |
| FY Dec 2022 | +3.1% |
| FY Dec 2021 | +3.3% |
| Jun 2026 | +1.9% |
| Mar 2026 | +2.1% |
| Dec 2025 | +2.2% |
| Sep 2025 | +2.4% |
| Jun 2025 | +2.3% |
| Mar 2025 | +2.3% |
| Dec 2024 | +2.5% |
| Sep 2024 | +2.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital AJG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed AJG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
42.95x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing AJG
| FY Dec 2025 | 45.09x |
| FY Dec 2024 | 43.67x |
| FY Dec 2023 | 50.76x |
| FY Dec 2022 | 36.33x |
| FY Dec 2021 | 38.65x |
| Jun 2026 | 38.07x |
| Mar 2026 | 35.05x |
| Dec 2025 | 45.09x |
| Sep 2025 | 49.48x |
| Jun 2025 | 48.43x |
| Mar 2025 | 53.28x |
| Dec 2024 | 43.67x |
| Sep 2024 | 53.70x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$79.0B
market value at close 2026-10-27 on 2026-06-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2023-09-30
Enterprise value AJG
| FY Dec 2025 | $78.3B |
| FY Dec 2024 | $74.4B |
| FY Dec 2023 | $55.4B |
| FY Dec 2022 | $44.9B |
| FY Dec 2021 | $40.8B |
| Jun 2026 | $71.5B |
| Mar 2026 | $67.5B |
| Dec 2025 | $78.3B |
| Sep 2025 | $91.6B |
| Jun 2025 | $94.0B |
| Mar 2025 | $100.5B |
| Dec 2024 | $74.4B |
| Sep 2024 | $68.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.4%
TTM free cash flow over market value at close 2026-10-27
FCF yield AJG
| FY Dec 2025 | +2.7% |
| FY Dec 2024 | +3.9% |
| FY Dec 2023 | +3.8% |
| FY Dec 2022 | +3.0% |
| FY Dec 2021 | +3.6% |
| Jun 2026 | +3.9% |
| Mar 2026 | +3.3% |
| Dec 2025 | +2.7% |
| Sep 2025 | +2.2% |
| Jun 2025 | +2.4% |
| Mar 2025 | +2.9% |
| Dec 2024 | +3.9% |
| Sep 2024 | +3.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -9%, PEG needs growth
PEG, trailing AJG
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.93x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 1.99x |
| FY Dec 2021 | 8.54x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 2.54x |
| Jun 2025 | 1.68x |
| Mar 2025 | 1.69x |
| Dec 2024 | 0.93x |
| Sep 2024 | 93.25x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $13.9B | $11.6B | $10.1B | $8.6B |
| Net income | $1.5B | $1.5B | $970.0M | $1.1B |
| EPS (diluted) | 5.74 | 6.50 | 4.42 | 5.19 |
| Operating cash flow | $1.9B | $2.6B | $2.0B | $1.4B |
| Cash | n/a | n/a | n/a | $738.4M |
| Long-term debt | $12.1B | $12.7B | $7.0B | $5.6B |
| Dividends paid | $667.0M | $525.0M | $474.0M | $429.5M |
SEC XBRL, fiscal years, as known on 2026-10-28
AJG Stock Sonar score 6/7 axes
Find similar shapesCompareAJG ranks highest on growth (77th percentile) and risk and compliance (46th), and lowest on insider conviction (15th), among Insurance peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AJG filings, in plain words
Are Arthur J. Gallagher & Co. insiders buying or selling AJG?
In the 180 days to 2026-10-28, Arthur J. Gallagher & Co. insiders were net sellers, a net $8.2M across purchases and sales reported on Form 4, by 4 sellers.
Have members of Congress traded AJG?
Yes. In the year to 2026-10-28, 1 House member disclosed buying AJG and 3 House members disclosed selling it; the latest on record is a sale by Kelly Louise Morrison dated 2026-03-08.
Are there planned insider sales of AJG?
Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $11.4M of stock; the latest, by Matrix Trust Co, was filed 2026-09-15.
Read the full summary
In the 180 days to 2026-10-28, Arthur J. Gallagher & Co. insiders were net sellers of AJG, a net $8.2M across purchases and sales reported on Form 4 by 4 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying AJG and 3 members disclosed selling it; the latest on record is a sale by Kelly Louise Morrison dated 2026-03-08. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $11.4M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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