Tidal Investments 13F: Adds $35M to AJG Stake

Tidal Investments has made a notable move by boosting its stake in Arthur J. Gallagher & Co. (NYSE: AJG) by a staggering 2,688.4%. The firm added 152,515 shares, bringing its total holdings to 158,188 shares, valued at approximately $35.2 million. This change was reported in the latest Form 13F filing with the SEC, reflecting positions as of the end of the reporting period.

What Changed in Tidal Investments' Arthur J. Gallagher & Co. Position

Tidal Investments significantly increased its stake in Arthur J. Gallagher & Co., moving from 5,673 shares to 158,188 shares. This represents an addition of 152,515 shares. The value of Tidal's holdings in the company now stands at about $35.2 million.

Other Institutional Activity in Arthur J. Gallagher & Co.

Several other institutional investors have also adjusted their positions in Arthur J. Gallagher & Co. JPMorgan Chase & Co. reduced its holdings by 745,202 shares, leaving it with 19,568,047 shares valued at $4.23 billion, a 3.7% decrease. BlackRock, Inc. added 68,175 shares to its stake, now holding 19,307,796 shares worth approximately $4.18 billion, marking a 0.4% increase. Vanguard Capital Management LLC opened a new position with 16,699,898 shares valued at $3.62 billion. Meanwhile, FMR LLC trimmed its position by 489,719 shares, now holding 14,620,963 shares valued at $3.17 billion, a 3.2% decrease. Capital World Investors increased its stake by 1,204,349 shares, resulting in 13,817,720 shares valued at $2.99 billion, a 9.5% increase.

Arthur J. Gallagher & Co. Stock Down 5.2%

Shares of NYSE:AJG traded near $222.58 on Saturday. Arthur J. Gallagher & Co. boasts a market cap of approximately $58.1 billion, with a P/E ratio of 36.63 and a forward P/E of 15.20. The stock has a 52-week low of $190.75 and a high of $323.25. It maintains a 50-day moving average of $210.38 and a 200-day moving average of $241.17. The company's beta is 0.533, indicating lower volatility compared to the market, and it has a debt-to-equity ratio of 56.18.

Recent Earnings

In its most recent earnings report, Arthur J. Gallagher & Co. recorded revenue of $14.2 billion, reflecting a growth rate of 34.6%. The company achieved a net margin of 11.35% and a return on equity of 7.01%. Earnings per share were reported at $6.17. The next earnings release is scheduled for July 30, 2026.

Dividend

Arthur J. Gallagher & Co. pays an annual dividend of $2.80 per share, yielding 1.24%. The company's dividend payout ratio stands at 42.88%.

Insider Buying and Selling at Arthur J. Gallagher & Co.

Insider activity at Arthur J. Gallagher & Co. included several transactions. On June 22, 2026, Douglas Howell, the VP & Chief Financial Officer, sold 12,954 shares at an average price of $209.08. On June 2, 2026, Richard Cary, the Controller and CAO, sold 3,000 shares at $206. Meanwhile, Christopher Miskel and David Johnson both bought 194 and 237 shares, respectively, at $206.10 on June 1, 2026. On May 26, 2026, CEO Patrick Gallagher Jr. and COO Patrick Murphy Gallagher made transactions involving 14,698 shares each.

Analysts Set New Price Targets

Recent analyst activity includes upgrades and maintained ratings for Arthur J. Gallagher & Co. On June 18, 2026, Keefe, Bruyette & Woods maintained a 'hold' rating with a $242 price target. Jefferies upgraded the stock to 'buy' on June 11, 2026, with a target of $265. UBS also upgraded to 'buy' on June 9, 2026, setting a $250 price target. The consensus rating is 'buy', with a mean price target of $264.74 among 19 analyst opinions.

About Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co., headquartered in Rolling Meadows, Illinois, is a global insurance brokerage and risk management services firm. It provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement services. Operating through its Brokerage and Risk Management segments, the company serves a diverse clientele, including commercial, industrial, public, and nonprofit entities. Led by CEO J. Patrick Gallagher Jr., the company employs over 72,000 people worldwide.

Bottom Line

Tidal Investments' substantial increase in its stake in Arthur J. Gallagher & Co. highlights the fund's confidence in the company's future prospects. With a robust market position and positive analyst sentiment, Arthur J. Gallagher & Co. remains a key player in the insurance brokerage industry. Investors often track such filings for insights into institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not reflect current positions.