13F

AJG ARTHUR J GALLAGHER & CO

2026Q1 · CUSIP 363576109 · Sector: Financials

Neutral · No signal
Holders
1,240
Δ holders QoQ
-59
Breadth percentile
Top 98%
Whale holders
318
Δ whales
-2
Inst. holding value
$45.4B
New positions
153
Closed positions
212
Price momentum (1Q)
-2.9%
Put / Call
15/17

Breadth history (34 quarters)

2018Q1: Δ+20 · h=603 2018Q2: Δ-22 · h=581 2018Q3: Δ+10 · h=591 2018Q4: Δ+8 · h=599 2019Q1: Δ+67 · h=666 2019Q2: Δ-25 · h=641 2019Q3: Δ+8 · h=649 2019Q4: Δ+25 · h=674 2020Q1: Δ-27 · h=647 2020Q2: Δ+16 · h=663 2020Q3: Δ+26 · h=689 2020Q4: Δ+32 · h=721 2021Q1: Δ+6 · h=727 2021Q2: Δ+47 · h=774 2021Q3: Δ+0 · h=774 2021Q4: Δ+79 · h=853 2022Q1: Δ-37 · h=816 2022Q2: Δ+3 · h=819 2022Q3: Δ+44 · h=863 2022Q4: Δ+58 · h=921 2023Q1: Δ+25 · h=946 2023Q2: Δ+24 · h=970 2023Q3: Δ+26 · h=996 2023Q4: Δ+85 · h=1081 2024Q1: Δ+48 · h=1129 2024Q2: Δ+23 · h=1152 2024Q3: Δ+46 · h=1198 2024Q4: Δ+125 · h=1323 2025Q1: Δ+31 · h=1354 2025Q2: Δ+28 · h=1382 2025Q3: Δ-42 · h=1340 2025Q4: Δ-41 · h=1299 2026Q1: Δ-59 · h=1240 2018Q1: holders=603 2018Q2: holders=581 2018Q3: holders=591 2018Q4: holders=599 2019Q1: holders=666 2019Q2: holders=641 2019Q3: holders=649 2019Q4: holders=674 2020Q1: holders=647 2020Q2: holders=663 2020Q3: holders=689 2020Q4: holders=721 2021Q1: holders=727 2021Q2: holders=774 2021Q3: holders=774 2021Q4: holders=853 2022Q1: holders=816 2022Q2: holders=819 2022Q3: holders=863 2022Q4: holders=921 2023Q1: holders=946 2023Q2: holders=970 2023Q3: holders=996 2023Q4: holders=1081 2024Q1: holders=1129 2024Q2: holders=1152 2024Q3: holders=1198 2024Q4: holders=1323 2025Q1: holders=1354 2025Q2: holders=1382 2025Q3: holders=1340 2025Q4: holders=1299 2026Q1: holders=1240 -125 -62.5 +0 +62.5 +125 5229871452 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 19 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q2 Top 11% -12.0% -26.8%
2025Q1 Top 6% -12.3% -24.3%
2024Q4 Top 3% +5.6% -7.4%
2024Q3 Top 5% +11.1% +14.7%
2024Q2 Top 11% +3.6% +15.3%
2024Q1 Top 4% +11.5% +14.8%
2023Q4 Top 5% +8.0% +20.4%
2023Q3 Top 5% -1.3% +4.9%

Options Sentiment

Put holders
15
QoQ: -1
Call holders
17
QoQ: -1

See methodology →

Fundamentals

PE (TTM)
41.9
EPS (TTM)
$6.18
EPS YoY
-4.6%
Revenue (TTM)
$15.0B
Revenue YoY
+24.5%
Quarterly Revenue & EPS (4Y)
2022-06-30: $2.0B 2022-09-30: $2.0B 2022-12-31: $2.0B 2023-03-31: $2.7B 2023-06-30: $2.4B 2023-09-30: $2.5B 2023-12-31: $2.4B 2024-03-31: $3.3B 2024-06-30: $2.8B 2024-09-30: $2.8B 2024-12-31: $2.7B 2025-03-31: $3.7B 2025-06-30: $3.2B 2025-09-30: $3.4B 2025-12-31: $3.6B 2026-03-31: $4.8B 2022-06-30: EPS 1.33 2022-09-30: EPS 1.19 2022-12-31: EPS 0.62 2023-03-31: EPS 2.24 2023-06-30: EPS 1.07 2023-09-30: EPS 1.28 2023-12-31: EPS -0.17 2024-03-31: EPS 2.74 2024-06-30: EPS 1.27 2024-09-30: EPS 1.39 2024-12-31: EPS 1.10 2025-03-31: EPS 2.72 2025-06-30: EPS 1.40 2025-09-30: EPS 1.04 2025-12-31: EPS 0.58 2026-03-31: EPS 3.16 0B 2.4B 4.8B $B -0.19 1.64 3.48 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 46 2023-03-31: PE 38.72023-06-30: PE 42.72023-09-30: PE 45.92023-12-31: PE 52.82024-03-31: PE 51.32024-06-30: PE 54.62024-09-30: PE 55.42024-12-31: PE 48.72025-03-31: PE 52.12025-06-30: PE 43.82025-09-30: PE 40.92025-12-31: PE 36.12026-03-31: PE 32.2 29 44 58 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)