
Insider and congress filings
Arthur J. Gallagher & Co. (AJG)
NYSE · Financial Services · 316 insider transactions · 63 congress trades · last filed 1 month agoS&P 500
About Arthur J. Gallagher & Co.
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Financial Services
- Industry
- Insurance - Brokers
- Chief executive
- J. Patrick Gallagher Jr.
- Employees
- 67,456
- Listed since
- Jun 20, 1984
- Market value
- $68.7B
- Price to earnings (12 mo)
- 43.9
- Net income per share, as reported (12 mo)
- $6.11
- Dividend yield
- 1.03%
Earnings
6 reported quarters · next on Oct 29, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 30, 2026 | $2.84 | $2.81 | $4.0B | $4.0B | EPS in lineRevenue in line |
| Q1 FY2026reported Apr 30, 2026 | $4.47 | $4.43 | $4.7B | $4.7B | EPS in lineRevenue in line |
| Q4 FY2025reported Jan 29, 2026 | $2.38 | $2.35 | $3.6B | $3.6B | EPS in lineRevenue in line |
| Q3 FY2025reported Oct 30, 2025 | $2.32 | $2.51 | $3.4B | $3.3B | EPS missRevenue in line |
| Q2 FY2025reported Jul 31, 2025 | $2.33 | $2.36 | $3.2B | $3.2B | EPS in lineRevenue in line |
| Q1 FY2025reported May 1, 2025 | $3.67 | $3.57 | $3.7B | $3.7B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 23, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Pat GallagherChairman and Chief Executive Officer | $1.5M | $6.6M | $12.7M | $20.7M |
| Doug HowellChief Financial Officer | $1.1M | $2.0M | $7.0M | $10.0M |
| Tom GallagherPresident | $1.1M | $2.2M | $6.7M | $10.0M |
| Patrick GallagherChief Operating Officer | $900K | $1.7M | $5.7M | $8.3M |
| Walt BayGeneral Counsel and Secretary | $850K | $1.6M | $5.8M | $8.3M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $4.6B | 19,822,870 | +2.7% | 7.72% |
| FMR LLC | $4.3B | 18,645,620 | +27.5% | 7.26% |
| Vanguard Capital Management LLC | $3.9B | 16,777,183 | +0.5% | 6.54% |
| JPMorgan Chase & Co. | $3.3B | 14,356,764 | -26.6% | 5.59% |
| Capital World Investors | $2.9B | 12,511,991 | -9.4% | 4.88% |
| Vanguard Portfolio Management LLC | $2.9B | 12,454,725 | +0.3% | 4.85% |
| State Street Corp | $2.6B | 11,303,790 | +3.0% | 4.40% |
| Dodge & Cox | $2.1B | 9,363,634 | +27.3% | 3.65% |
| Norges Bank | $1.5B | 6,733,790 | New | 2.62% |
| Geode Capital Management, LLC | $1.4B | 6,298,870 | +0.9% | 2.45% |
| Eagle Capital Management LLC | $1.1B | 4,890,612 | +83.5% | 1.91% |
| Principal Financial Group Inc | $802.3M | 3,494,796 | +7.8% | 1.36% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding AJG
3 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Brave Warrior Advisors | $295.0M | 1,285,022 | 6.4% |
| Woodline Partners | $136.9M | 596,462 | 0.4% |
| Element Capital Management | $5.1M | 22,200 | 0.2% |
3 of the 97 fund managers we track list AJG shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Richard C. CaryController, CAO | Sold | 1,000 | $252.86 | $253K | Sep 15, 2026filed Sep 17, 2026 | 2d |
| Scott R. HudsonVice President | Sold | 12,000 | $264.13 | $3.2M | Sep 2, 2026filed Sep 4, 2026 | 2d |
| Walter D. BayGeneral Counsel | Sold | 12,000 | $270.08 | $3.2M | Aug 24, 2026filed Aug 26, 2026 | 2d |
| Christopher E. MeadVice President | Sold | 3,500 | $257.02 | $900K | Aug 19, 2026filed Aug 20, 2026 | 1d |
| Richard C. CaryController, CAO | Sold | 3,000 | $206.00 | $618K | Jun 2, 2026filed Jun 2, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Patrick Murphy GallagherChief Operating Officer | Gift | 49,988 | Sep 8, 2026 |
| J. Patrick Gallagher Jr.CEO | Gift | 49,988 | Sep 8, 2026 |
| Scott R. HudsonVice President | Option exercise | 12,000 | Sep 2, 2026 |
| Christopher C. MiskelDirector | Stock award | 153 | Sep 1, 2026 |
| Christopher E. MeadVice President | Option exercise | 3,500 | Aug 19, 2026 |
| Mark H. BloomVice President | Tax withholding | 607 | Aug 16, 2026 |
| Mark H. BloomVice President | Option exercise | 1,280 | Aug 16, 2026 |
| Patrick Murphy GallagherChief Operating Officer | Gift | 23,800 | Aug 5, 2026 |
| Michael Robert PeschVice President | Option exercise | 356 | Jul 1, 2026 |
| Thomas Joseph GallagherPresident | Option exercise | 352 | Jul 1, 2026 |
| Vishal JainVice President | Option exercise | 2,163 | Jul 1, 2026 |
| Douglas K. HowellVP & Chief Financial Officer | Discretionary transaction | 12,954 | Jun 22, 2026 |
| Christopher C. MiskelDirector | Stock award | 194 | Jun 1, 2026 |
| David S. JohnsonDirector | Stock award | 237 | Jun 1, 2026 |
| J. Patrick Gallagher Jr.CEO | Gift | 14,698 | May 26, 2026 |
| Patrick Murphy GallagherChief Operating Officer | Gift | 14,698 | May 26, 2026 |
| Norman L. RosenthalDirector | Stock award | 1,110 | May 12, 2026 |
| Ralph J. NicolettiDirector | Stock award | 1,110 | May 12, 2026 |
| Christopher C. MiskelDirector | Stock award | 1,110 | May 12, 2026 |
| David S. JohnsonDirector | Stock award | 1,110 | May 12, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in AJG
20 disclosures of 63 on record · median 23d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +29.4%S&P 500 +19.8% · +9.6 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +30.3%S&P 500 +0.1% · +30.2 pts vs S&P 500 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +24.2%S&P 500 +1.3% · +22.9 pts vs S&P 500 | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.8%S&P 500 +1.7% · +15.0 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +34.8%S&P 500 +3.0% · +31.8 pts vs S&P 500 | May 8, 2026 | Jun 10, 2026 | 33d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | +31.6%S&P 500 +2.5% · +29.2 pts vs S&P 500 | May 20, 2026 | Jun 10, 2026 | 21d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +28.8%After the saleS&P 500 +5.4% · +23.4 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +34.1%After the saleS&P 500 +2.8% · +31.2 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +32.1%After the saleS&P 500 +1.3% · +30.9 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +22.2%S&P 500 +15.3% · +6.9 pts vs S&P 500 | Apr 6, 2026 | May 4, 2026 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +23.2%S&P 500 +15.3% · +7.9 pts vs S&P 500 | Apr 7, 2026 | May 4, 2026 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +26.6%S&P 500 +12.2% · +14.4 pts vs S&P 500 | Mar 10, 2026 | Apr 7, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +23.7%S&P 500 +15.6% · +8.1 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +24.1%S&P 500 +20.3% · +3.9 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Kelly Morrison | Stock | Sale | $15,001 - $50,000 | +23.1%After the saleS&P 500 +12.0% · +11.1 pts vs S&P 500 | Mar 8, 2026 | Mar 10, 2026 | 2d |
| Kelly Morrison | Stock | Sale | $1,001 - $15,000 | +23.1%After the saleS&P 500 +12.0% · +11.1 pts vs S&P 500 | Mar 8, 2026 | Mar 10, 2026 | 2d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +11.0%After the saleS&P 500 +10.0% · +1.0 pts vs S&P 500 | Feb 6, 2026 | Mar 9, 2026 | 31d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +25.3%After the saleS&P 500 +11.2% · +14.0 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +24.1%S&P 500 +10.5% · +13.6 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +26.1%After the saleS&P 500 +9.8% · +16.3 pts vs S&P 500 | Feb 10, 2026 | Mar 9, 2026 | 27d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in AJG, filterable by party, chamber, type and account.
Members of Congress reporting a position
4 members · estimate, as of Oct 23, 20264 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| Kelly Morrison | Democrat · House | $15,001 - $50,000 | 0.1% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 1.0% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling AJG?
Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
Which members of Congress have traded AJG?
Alan Armstrong, Ro Khanna, Michael T. McCaul, Kelly Morrison and Gilbert Ray Cisneros, Jr. disclosed AJG transactions in the filings shown here.
Which members of Congress hold AJG?
4 members of Congress report a position in AJG in the estimate we hold as of Oct 23, 2026. The two largest estimated positions belong to Lucy McBath and Kelly Morrison; Robert B. Aderholt holds one of the next largest, in the $1,001 - $15,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is AJG in the S&P 500 or the Nasdaq 100?
Arthur J. Gallagher & Co. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are AJG trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 23 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
