Against the prior comparable 8-K:5.02, the primary document has 1 changed, 17 added, and 6 removed meaningful sentences.
COMPANY OVERVIEW · SOURCE-BACKED
Arthur J. Gallagher & Co.
AJGCompany evidence profile
Historical market context and recent SEC disclosures for Arthur J. Gallagher & Co. This view uses the current local evidence snapshot.
- Latest adjusted close
- $268.04Observed 2026-10-23
- Return gap vs SPY
- -6.52021-10-25 to 2026-10-23
- Filings in snapshot
- 5Prices 1984-06-20 to 2026-10-23
Price field: vendor-adjusted closeSEC EDGAR company recordCIK 0000354190
THE BRIEF
Start here, then verify below.
Three statements, each labelled by what kind of statement it is. Every number in them is linked to its source further down the page.
Over the selected historical period, AJG returned 71.8% with a maximum drawdown of -44.4%. These are historical observations, not a forecast.
This local snapshot covers SEC disclosures, latest-restated annual Company Facts when available, and adjusted daily prices. It does not establish valuation, future return, or an investment recommendation.
Generated: deterministic_fallback · Historical observations, not forecasts.
FILED RESULTS
What the latest financial report says
Quarterly figures as filed in the 10-Q for the period ending 2026-06-30, filed 2026-08-05. Read from one filing, so the period and the accounting concept always match the number.
Net income
-12.0% YoYCurrent: 2026-04-01 — 2026-06-30 · USD
Prior year: $0.37B (2025-04-01 — 2025-06-30)
Reported net income after expenses and taxes; the exact SEC concept is below.
Category reference unavailable. Only 1 eligible companies; at least 5 are required.
Reference method and sources
As of 2026-08-05. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
NetIncomeLossDiluted EPS
-10.7% YoYCurrent: 2026-04-01 — 2026-06-30 · USD/shares
Prior year: $1.40 / share (2025-04-01 — 2025-06-30)
Diluted earnings per share; not total profit or a growth rate.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
EarningsPerShareDilutedConsolidated figures as reported. Accounting treatment and business mix differ between companies, and a filed result is not a forecast.
HISTORY AND RISK
What this has done, and how roughly
Adjusted daily prices over the selected period, against SPY. SPY is an exchange-traded fund tracking the S&P 500.
AJGSPYAdjusted daily closes
Ending value$17,184From $10,000 invested, 2021-10-25 to 2026-10-23
Return gap vs SPY, in percentage points-6.5AJG +71.8% · SPY +78.4%
Total return+71.8%2021-10-25 to 2026-10-23
Annualised return+11.5%Compound rate over the period shown
Annualised volatility24.3%Daily returns, annualised
Maximum drawdown-44.4%Trough 2026-05-13
Beta to SPY0.50Sensitivity to the benchmark's moves
Correlation with SPY0.351,255 matched sessions
What that felt likeThe worst peak-to-trough fall over this period was -44.4%, and the worst single session was -9.8%. Both already happened; neither bounds what comes next.
Only this section follows the benchmark selector. The brief, filing reactions and Ask evidence stay on SPY; this chart is showing SPY.
Past return and risk are observations about a period that is over. They are not a forecast, and nothing here is investment advice.
PRIMARY DISCLOSURES
What was filed
SEC checked 2026-10-24
The filings themselves, with what the company disclosed kept apart from what this project measured about it.
8-KDirector or principal officer change2026-08-27 03:19-0.5% after filing
- Director or principal officer change
Quoted from the filing
English, as filed
Cary’s planned retirement is not due to any disagreement with the Company on any matter relating to the Company's financial statements, internal control over financial reporting, operations, policies or practices.
Source passage
English, as filed
Koreyva joined the Company as part of the Company’s acquisition of AssuredPartners in August 2025.
Source passage
English, as filed
He has held progressively senior accounting and finance roles over the past 20 years, most recently serving as the Company’s Vice President, Accounting and prior to the acquisition as AssuredPartners’ Chief Accounting Officer starting in June 2024.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-03-13: 1 changed, 17 added, 6 removed.
Changed · 71% text match
English, as filed
Cary’s planned retirement is not due to any disagreement with the Company on any matter relating to the Company's financial statements, internal control over financial reporting, operations, policies or practices.
Added
English, as filed
Koreyva joined the Company as part of the Company’s acquisition of AssuredPartners in August 2025.
8-KResults of operations (earnings)2026-07-31 00:18+1.1% after filing
- Results of operations (earnings)
- Regulation FD disclosure
Quoted from the filing
English, as filed
Results of Operations and Financial Condition On July 30, 2026, Arthur J.
Source passage
English, as filed
(the Company) issued a press release setting forth the Company’s financial results for the quarter ended June 30, 2026 (the Earnings Release).
Source passage
English, as filed
The CFO Commentary includes certain estimates relating to 2026 and other future results.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-05-01: 0 changed, 0 added, 0 removed.
8-KOther events2026-07-29 16:12-5.8% after filing
- Other events
Quoted from the filing
English, as filed
The independent directors of the Board have elected Ralph Nicoletti to serve as Lead Independent Director and the Board appointed John Coldman to the Compensation and Nominating/Governance Committees.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2024-12-20: 0 changed, 6 added, 9 removed.
Added
English, as filed
The independent directors of the Board have elected Ralph Nicoletti to serve as Lead Independent Director and the Board appointed John Coldman to the Compensation and Nominating/Governance Committees.
Added
English, as filed
On July 22, 2026, David Johnson, Lead Independent Director of the Board of Directors (the “ Board ”) of Arthur J.
8-KRegulation FD disclosure2026-06-17 16:51-0.8% after filing
- Regulation FD disclosure
Quoted from the filing
English, as filed
The CFO Commentary includes certain estimates relating to 2026 results and cautionary language regarding forward-looking statements.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-03-18: 2 changed, 0 added, 0 removed.
Changed · 55% text match
English, as filed
The CFO Commentary includes certain estimates relating to 2026 results and cautionary language regarding forward-looking statements.
Changed · 91% text match
English, as filed
(the “ Company ”) announced plans to host an investor meeting on Wednesday, June 17, 2026.
8-KShareholder vote results2026-05-13 19:47+0.7% after filing
- Shareholder vote results
No passage could be extracted deterministically from the cached primary document, so none is quoted.
Against the prior comparable filing
Compared with the filing accepted 2025-05-15: 0 changed, 2 added, 1 removed.
Added
English, as filed
Submission of Matters to a Vote of Security Holders Arthur J.
Added
English, as filed
At the Annual Meeting, the Company’s stockholders (i) elected all nine director nominees, whose names appear below, to serve until the Company’s 2027 Annual Meeting of Stockholders, (ii) approved the ratification of the appointment of Ernst & Young LLP as the Company’s Independent Registered Public Accounting Firm for the fiscal year ending December 31, 2026 (“ Auditor Ratification ”), and (iii) approved, on a non-binding advisory basis, the Company’s named executive officers’ compensation (“ Say-on-Pay ”).
Earlier filings
Each with the move on the first eligible session afterwards, measured against the benchmark. A measurement of magnitude, not a cause.
- 2026-03-13Director or principal officer change+1.4% on 2026-03-13Source filing
- 2026-03-18Regulation FD disclosure+1.6% on 2026-03-18Source filing
- 2026-05-01Results of operations (earnings)-4.0% on 2026-05-01Source filing
- 2026-05-13Shareholder vote results+0.7% on 2026-05-14Source filing
- 2026-06-17Regulation FD disclosure-0.8% on 2026-06-18Source filing
- 2026-07-29Other events-5.8% on 2026-07-30Source filing
- 2026-07-31Results of operations (earnings)+1.1% on 2026-07-31Source filing
- 2026-08-27Director or principal officer change-0.5% on 2026-08-27Source filing
EVENTS AND WHAT IS NEXT
What happened, and what to watch
Event items are published headlines and filing index entries, linked to their source. They are not analysis, and the feed is not a trading signal.
GROUNDED RESEARCH
Ask about this evidence
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