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AJG Arthur J. Gallagher & Co.

Arthur J. Gallagher & Co. engages in the provision of insurance brokerage, consulting, and third party claims settlement and administration services to both domestic and international entities. It operates through the following business segments: Brokerage, Risk Management and Corporate. The Brokerage segment comprises of retail and wholesale insurance brokerage operations. The Risk Management segment provides contract claim settlement and administration services for enterprises and public entities that choose to self-insure some or all of their property/casualty coverages and for underwriting enterprises that choose to outsource some or all of their property/casualty claims departments. The Corporate segment manages clean energy and other investments. The company was founded by Arthur J. Gallagher on October 1, 1927 and is headquartered in Rolling Meadows, IL.

Company profile

Ticker
AJG
Exchange
Website
CEO
J. Patrick Gallagher
Employees
Incorporated
Location
Fiscal year end
Former names
GALLAGHER ARTHUR J & CO
SEC CIK
IRS number
362151613

AJG stock data

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Calendar

7 Feb 21
22 Apr 21
31 Dec 21
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Dec 20 Dec 19 Dec 18 Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
8 Apr 21 Douglas K Howell Notional Stock Units Common Stock Discretionary Aquire I No No 132.37 1,784.8 236.25K 203,156.5
8 Apr 21 Gallagher Thomas Joseph Notional Stock Units Common Stock Discretionary Aquire I No No 132.37 594.9 78.75K 9,701.8
17 Mar 21 Pietrucha Susan E Common Stock Payment of exercise Dispose F No No 128.43 2,038 261.74K 9,893.753
17 Mar 21 Pietrucha Susan E Common Stock Option exercise Aquire M No No 0 4,600 0 11,931.753
17 Mar 21 Pietrucha Susan E Common Stock (restricted) Option exercise Dispose M No No 0 4,600 0 11,835
17 Mar 21 Pietrucha Susan E Phantom Stock Common Stock Discretionary Aquire I No No 127.42 3,531.6 450K 83,992.5
17 Mar 21 Scott R Hudson Phantom Stock Common Stock Discretionary Aquire I No No 127.42 3,924 500K 79,098.4
17 Mar 21 Douglas K Howell Common Stock (restricted) Option exercise Dispose M No No 128.43 5,350 687.1K 12,625
17 Mar 21 Douglas K Howell Phantom Stock Common Stock Discretionary Aquire I No No 127.42 4,708.8 600K 179,631.8
17 Mar 21 Douglas K Howell Notional Stock Units Common Stock Option exercise Aquire M No No 0 5,350 0 198,401.1

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

83.5% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 701 672 +4.3%
Opened positions 94 71 +32.4%
Closed positions 65 46 +41.3%
Increased positions 232 220 +5.5%
Reduced positions 258 253 +2.0%
13F shares
Current Prev Q Change
Total value 20.16B 16.94B +19.0%
Total shares 162.99M 157.5M +3.5%
Total puts 101.9K 90.4K +12.7%
Total calls 379.1K 261.5K +45.0%
Total put/call ratio 0.3 0.3 -22.2%
Largest owners
Shares Value Change
Vanguard 21.07M $2.61B -1.0%
BLK Blackrock 20.23M $2.5B -3.6%
STT State Street 8.57M $1.06B +0.3%
Baillie Gifford & Co 7.96M $985.01M -2.6%
FMR 7.95M $983.78M +102.6%
JPM JPMorgan Chase & Co. 4.4M $544.68M -14.1%
Capital International Investors 4.3M $532.22M +0.1%
Brown Brothers Harriman & Co 4.14M $512.08M -4.1%
Massachusetts Financial Services 3.89M $480.97M +3.4%
TROW T. Rowe Price 3.59M $443.54M +103.5%
Largest transactions
Shares Bought/sold Change
FMR 7.95M +4.03M +102.6%
Norges Bank 1.93M +1.93M NEW
TROW T. Rowe Price 3.59M +1.82M +103.5%
BLK Blackrock 20.23M -756.92K -3.6%
JPM JPMorgan Chase & Co. 4.4M -720.78K -14.1%
IVZ Invesco 2.17M +684.67K +46.0%
Balyasny Asset Management 0 -496.84K EXIT
APG Asset Management 778.36K +439.8K +129.9%
Schroder Investment Management 96.38K -411K -81.0%
Wellington Management 2.32M +409.72K +21.5%

Financial report summary

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Management Discussion
  • In the discussion and analysis of our results of operations that follows, in addition to reporting financial results in accordance with GAAP, we provide information regarding EBITDAC, EBITDAC margin, adjusted EBITDAC, adjusted EBITDAC margin, diluted net earnings per share, as adjusted (adjusted EPS), adjusted revenues, adjusted compensation and operating expenses, adjusted compensation expense ratio, adjusted operating expense ratio and organic revenue.  These measures are not in accordance with, or an alternative to, the GAAP information provided in this report. We believe that these presentations provide useful information to management, analysts and investors regarding financial and business trends relating to our results of operations and financial condition because they provide investors with measures that our chief operating decision maker uses when reviewing the company’s performance, and for the other reasons described below.  Our industry peers may provide similar supplemental non-GAAP information with respect to one or more of these measures, although they may not use the same or comparable terminology and may not make identical adjustments.  The non-GAAP information we provide should be used in addition to, but not as a substitute for, the GAAP information provided.  We make determinations regarding certain elements of executive officer incentive compensation, performance share awards and annual cash incentive awards, partly on the basis of measures related to adjusted EBITDAC.  
Content analysis
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Readability
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