AJG
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 39.1 | P/B | 2.85 |
| EPS (TTM) | 6.05 | Dividend | 0.87% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| JPMORGAN CHASE & CO | 19.6M | n/a | −4% |
| BlackRock | 19.3M | 0.1% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.7M | n/a | n/a |
| Fidelity Management | 14.6M | 0.2% | −3% |
| Capital World Investors | 13.8M | 0.4% | +10% |
| Vanguard Portfolio Management | 12.4M | n/a | n/a |
Top institutional owners for AJG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | CARY RICHARD C | SELL | 1K | −$253K |
| SEP 04 | Hudson Scott R | SELL | 12K | −$3M |
| AUG 26 | Bay Walter D. | SELL | 12K | −$3M |
| JUN 02 | CARY RICHARD C | SELL | 3K | −$618K |
0 insider buys, 4 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AJG yet.