Arthur J. Gallagher (AJG) outperformed in Q1 with praise for technology investments and product breadth.

From Yahoo Finance: 2025-07-01 08:52:00

Qualivian Investment Partners’ Q1 2025 investor letter reveals outperformance of 66.0% and 59.4% against QUAL on gross and net basis. It also beat S&P 500 by 32.7% and 26.1%. Top five holdings disclosed for 2025. Arthur J. Gallagher & Co. (NYSE:AJG) stock posted a one-month return of -7.28%, with a 22.18% gain over 52 weeks, closing at $320.12 on June 30, 2025.

Qualivian Investment Partners praises Arthur J. Gallagher & Co. (NYSE:AJG) as a quality compounder in its Q1 2025 investor letter. AJG, along with BRO, is a dominant P&C insurance broker for small and medium-sized businesses. Their technology investments and product breadth make them competitive, leading to market share gains and consolidation.

Arthur J. Gallagher & Co. (NYSE:AJG) is not among the 30 most popular stocks among hedge funds. 52 hedge funds held AJG at the end of Q1 2025, down from 77 in the previous quarter. While AJG shows potential, hedge funds favor AI stocks for higher returns in a shorter timeframe. Check out a report on an undervalued AI stock set for massive gains.



Read more at Yahoo Finance: Here’s Why Arthur J. Gallagher (AJG) Outperformed in Q1