Cross-institution positioning
Aug 6, 2026Strong institutional reduction. 1 accumulating, 2 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchAJG Institutional Ownership
Arthur J. Gallagher & Co.
Latest stored close $234.05 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Sell
29/100
5 tracked · 4 comparable
Latest filing
Aug 6, 2026
Positive breadth
2 positive · 3 negative
Recent close
$234.05
Research confidence
Medium
Institutional Research 0/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 29/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
20/100
Insiders
30/100
Fundamentals
54/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 15, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 4 sales by 4 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 27, 20263 non-amendment material events in the last 90 days; Latest classified evidence: Director or executive change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 5, 2026Revenue +24.2% YoY; Net income -12.0% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 47% through its reported 52-week range; -14.3% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
BlackRock
Filed Jan 25, 2024
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
BlackRock
Filed Jul 16, 2025
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
JPMorgan Chase / Asset Management
Filed Jul 27, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
BlackRock
Filed Jan 25, 2024
Vanguard Capital Management
Filed Apr 29, 2026
BlackRock
Filed Jul 16, 2025
Fidelity / FMR
Filed Aug 6, 2026
JPMorgan Chase / Asset Management
Filed Jul 27, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth4Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | CARY RICHARD C | SOpen-market or private sale | Common Stock | 1.0K | $252.86 | Direct | Sep 17, 2026 |
| Sep 8, 2026 | Gallagher Patrick Murphy | GGift | Common Stock | 50.0K | $0.00 | Indirect | Sep 10, 2026 |
| Sep 8, 2026 | GALLAGHER J PATRICK JR | GGift | Common Stock | 50.0K | $0.00 | Indirect | Sep 10, 2026 |
| Sep 2, 2026 | Hudson Scott R | MExercise or conversion of derivative · derivative | Non-qualified Stock Option | 12.0K | $0.00 | Direct | Sep 4, 2026 |
| Sep 2, 2026 | Hudson Scott R | SOpen-market or private sale | Common Stock | 12.0K | $264.13 | Direct | Sep 4, 2026 |
| Sep 2, 2026 | Hudson Scott R | MExercise or conversion of derivative | Common Stock | 12.0K | $86.17 | Direct | Sep 4, 2026 |
| Sep 1, 2026 | Miskel Christopher C. | AGrant, award, or other acquisition | Common Stock | 153 | $262.00 | Direct | Sep 2, 2026 |
| Aug 24, 2026 | Bay Walter D. | SOpen-market or private sale | Common Stock | 12.0K | $270.08 | Direct | Aug 26, 2026 |
| Aug 19, 2026 | Mead Christopher E | MExercise or conversion of derivative · derivative | Non-qualified Stock Option | 3.5K | $0.00 | Direct | Aug 20, 2026 |
| Aug 19, 2026 | Mead Christopher E | SOpen-market or private sale | Common Stock | 3.5K | $257.03 | Direct | Aug 20, 2026 |
| Aug 19, 2026 | Mead Christopher E | MExercise or conversion of derivative | Common Stock | 3.5K | $86.17 | Direct | Aug 20, 2026 |
| Aug 16, 2026 | Bloom Mark H. | MExercise or conversion of derivative · derivative | Phantom Stock | 1.3K | $0.00 | Direct | Aug 18, 2026 |
| Aug 16, 2026 | Bloom Mark H. | FTax/price withholding or payment | Common Stock | 607 | $251.21 | Direct | Aug 18, 2026 |
| Aug 16, 2026 | Bloom Mark H. | MExercise or conversion of derivative | Common Stock | 1.3K | $0.00 | Direct | Aug 18, 2026 |
| Aug 5, 2026 | Gallagher Patrick Murphy | GGift | Common Stock | 23.8K | $0.00 | Indirect | Aug 7, 2026 |
| Jul 1, 2026 | Pesch Michael Robert | MExercise or conversion of derivative · derivative | Notional Stock Units | 356 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Pesch Michael Robert | MExercise or conversion of derivative | Common Stock | 356 | $229.57 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | GALLAGHER THOMAS JOSEPH | MExercise or conversion of derivative · derivative | Notional Stock Units | 352 | $0.00 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | GALLAGHER THOMAS JOSEPH | MExercise or conversion of derivative | Common Stock | 352 | $229.57 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Jain Vishal | MExercise or conversion of derivative · derivative | Notional Stock Units | 2.2K | $0.00 | Direct | Jul 6, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 27, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jul 30, 2026 | 8-K | 2.02, 7.01 | Results of operations / financial condition; Regulation FD disclosure | — | Filing |
| Jul 29, 2026 | 8-K | 8.01 | Other event | — | Filing |
| Jun 17, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| May 13, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Apr 30, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 17, 2026 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Mar 12, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Jan 29, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Dec 16, 2025 | 8-K | 7.01 | Regulation FD disclosure | — | Filing |
| Oct 30, 2025 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Oct 28, 2025 | 8-K/AAmendment | 9.01 | Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$4.0B
Q2 2026
+24.2% YoY 10-Q filed Aug 5, 2026
Net income
$324.0M
Q2 2026
-12.0% YoY 10-Q filed Aug 5, 2026
Diluted EPS
$1.25
Q2 2026
-10.7% YoY 10-Q filed Aug 5, 2026
Operating cash flow
$967.0M
YTD through Jun 30, 2026
+115.8% YoY 10-Q filed Aug 5, 2026
Cash & equivalents
$857.6M
As of Sep 30, 2023
+36.2% YoY 10-Q filed Oct 27, 2023
Assets
$81.8B
As of Jun 30, 2026
+2.1% YoY 10-Q filed Aug 5, 2026
Liabilities
$58.1B
As of Jun 30, 2026
+1.7% YoY 10-Q filed Aug 5, 2026
Stockholders’ equity
$23.7B
As of Jun 30, 2026
+3.0% YoY 10-Q filed Aug 5, 2026
Shares outstanding
256.3M
As of Jun 30, 2026
0.0% YoY 10-Q filed Aug 5, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jun 30, 2026 | $4.0B | +24.2% |
| Ended Mar 31, 2026 | $4.8B | +27.7% |
| Ended Sep 30, 2025 | $3.4B | +19.9% |
| Ended Jun 30, 2025 | $3.2B | +16.1% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $13.9B | +20.7% |
| Ended Dec 31, 2024 | $11.6B | +14.7% |
| Ended Dec 31, 2023 | $10.1B | +17.8% |
| Ended Dec 31, 2022 | $8.6B | +4.2% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$248.04
View live quote ↗
52-week low
$190.75
May 13, 2026
52-week high
$313.55
Oct 3, 2025
Below 52-week high
20.9%
1W return
-1.4%
1M return
-1.3%
3M return
+15.0%
6M return
+19.3%
YTD return
-4.2%
1Y return
-14.3%
30-day volatility
32.3%
90-day volatility
33.9%
1Y max drawdown
-38.2%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 16.8M | $234.05 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported reduction | 18.6K -12.3M | 7.20% +1.60 pts | $229.57 | $251.74 | $234.05 |
| JPMorgan Chase / Asset Management CIK0000019617 | Jun 30, 2026 observed Jul 27, 2026 filed · 27d Schedule 13G amendment | Reported reduction | 14.2M -6.0M | 12.00% 0.00 pts | $229.57 | $253.36 | $234.05 |
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