AJG
Arthur J. Gallagher & Co.Financial Services · $58.8B market cap
Verdict
Share price
$226.11
close of Oct 3, 2026
Fair value
$105.06
Sticker Price
Payback Price
$42.03
buy price
AJG is Overpriced: at $226.11 it trades 115% above its fair value of $105.06. Its buy price (Payback Price) is $42.03, 81% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
Follow AJG
Get notified when it reaches its buy price of $42.03. Free.
Create a free accountSuperinvestors
6 of the investors we track hold AJG. In Q2 2026, 2 opened a position, 2 added and 1 sold out. Who we track
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$2.1B
9,363,634 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$306.8M
1,336,290 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$295.0M
1,285,022 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$71.5M
311,539 shares
Torray Funds
Torray Funds · as of Q2 2026
$6.0M
26,276 shares
Show all 6 holdersShow fewer
John Rogers
Ariel Investments · as of Q2 2026
$4.3M
18,597 shares
Moves in Q2 2026
New position: Mairs & Power Funds, Glenn Greenberg
Added: First Pacific Advisors, Dodge & Cox Funds
Sold out: Viking Global Investors
Insider activity
Since Jun 22, 2026: no open-market purchases, 3 sales worth $7.3M and 15 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Hudson Scott R
Vice President · 2026-09-02
Sold
$3.2M
Bay Walter D.
General Counsel · 2026-08-24
Sold
$3.2M
Mead Christopher E
VICE PRESIDENT · 2026-08-19
Sold
$900K
Other filings
GALLAGHER J PATRICK JR
CEO · 2026-09-08
G-Gift
49,988 shares
Gallagher Patrick Murphy
Chief Operating Officer · 2026-09-08
G-Gift
49,988 shares
Hudson Scott R
Vice President · 2026-09-02
Option exercise
$1.0M
Miskel Christopher C.
director · 2026-09-01
Award
$40K
Mead Christopher E
VICE PRESIDENT · 2026-08-19
Option exercise
$302K
Show all 15 other filingsShow fewer
Bloom Mark H.
Vice President · 2026-08-16
Tax withholding
$152K
Bloom Mark H.
Vice President · 2026-08-16
Option exercise
1,280.485 shares
Gallagher Patrick Murphy
Chief Operating Officer · 2026-08-05
G-Gift
23,800 shares
Pesch Michael Robert
Vice President · 2026-07-01
Option exercise
355.801 shares
Pesch Michael Robert
Vice President · 2026-07-01
Option exercise
$82K
GALLAGHER THOMAS JOSEPH
President · 2026-07-01
Option exercise
351.945 shares
GALLAGHER THOMAS JOSEPH
President · 2026-07-01
Option exercise
$81K
Jain Vishal
VICE PRESIDENT · 2026-07-01
Option exercise
2,162.694 shares
Jain Vishal
VICE PRESIDENT · 2026-07-01
Option exercise
$496K
HOWELL DOUGLAS K
VP & Chief Financial Officer · 2026-06-22
I-Discretionary
12,954.386 shares
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is divided into two…
Insurance - Brokers
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works