AJG Arthur J. Gallagher & Co.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business insurance and risk solutions brokerage and administration services globally with 87% revenue from brokerage, 13% risk management
• • Completed large tuck-in acquisitions Woodruff Sawyer and AssuredPartners in 2025 to expand brokerage segment
• • Geographic footprint includes 1,050+ offices across U.S., Australia, Canada, New Zealand, U.K., Bermuda, plus 130 countries coverage
• • Employee base grew to approximately 72,000, with 53% outside U.S., total compensation expense $7.63B up with segment revenue growth
• • Market capitalization approx. $67 billion at Dec 31, 2025, ranked world’s 3rd largest insurance broker by revenue per 2025 Business Insurance data

Risk Factors

• • Regulatory/legal risk: Violations of FCPA or U.K. Bribery Act in acquisitions exposing to legal liabilities and regulatory scrutiny
• • Geopolitical risk: Exposure to instability in Ukraine, Middle East, Latin America impacting client insurance and consulting demand
• • Operational risk: Integration complexities and cultural risks from large acquisitions like AssuredPartners potentially reducing benefits and increasing costs
• • Competitive risk: Technology disruption from Insurtech startups and AI-enabled competitors could erode client relationships and growth
• • Financial risk: Significant receivables concentration from underwriting enterprises facing liquidity issues could delay payments and trigger E&O claims

Management Discussion & Analysis

• • Revenue $13.8B total, up 21% YoY from $11.4B; Brokerage up 23% to $12.2B, Risk Management up 9% to $1.6B (both GAAP)
• • Adjusted net earnings $2.8B up 23% YoY; Brokerage adjusted EBITDAC margin 36.5% vs 35.1% in 2024, Risk adjusted EBITDAC margin 21.2% vs 20.7%
• • Best performer Brokerage Segment: revenue $12.2B, net earnings $2.0B; Worst performer Corporate Segment: net loss $(583)M adjusted
• • Capital allocation: $8.5B equity and $5.0B notes raised in 2024 for AssuredPartners acquisition ($13.8B total); Woodruff Sawyer bought for $1.2B cash; no dividend/buyback details
• • 2026 outlook: management expects continued organic growth; risks include insurance market rate pressure, inflation, and clean energy investment losses expected to continue

What are the latest AJG SEC filings in 2026?

Arthur J. Gallagher & Co. (AJG) has filed a 10-K annual report on February 17, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on July 30, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AJG file its most recent 10-K annual report?

Arthur J. Gallagher & Co. (AJG) filed its most recent 10-K annual report on February 17, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AJG 10-Q quarterly reports?

Arthur J. Gallagher & Co. (AJG)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every AJG 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AJG filed recently?

Arthur J. Gallagher & Co. (AJG)'s most recent 8-K was filed on July 30, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AJG insider trading activity (Form 4)?

SignalX aggregates every AJG Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AJG file with the SEC?

Arthur J. Gallagher & Co. (AJG) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AJG filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arthur J. Gallagher & Co. (AJG).

What is AJG's SEC CIK number?

Arthur J. Gallagher & Co. (AJG)'s SEC CIK (Central Index Key) number is 354190. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 354190 to look up all AJG filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AJG return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arthur J. Gallagher & Co. (AJG) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.