Friday, April 25, 2025

Insurance coverage Brokerage Aggressive Evaluation: Arthur J. Gallagher & Co.


(3) Meyer Shields interview, April 2, 2025. (Shields interview)

(4) Arthur J. Gallagher & Co., “Arthur J. Gallagher & Co. Acquires Imbs Holdings Inc.,” final modified April 10, 2025, https://investor.ajg.com/information/news-details/2025/Arthur-J–Gallagher–Co–Acquires-Imbs-Holdings-Inc-/default.aspx.​:contentReference(oaicite:1){index=1}

(5) SeekingAlpha, “Arthur J. Gallagher & Co. (AJG) This fall 2024 Earnings Name Transcript,” accessed April 10, 2025, https://seekingalpha.com/article/4753684-arthur-j-gallagher-and-co-ajg-q4-2024-earnings-call-transcript. (This fall 2024 Earnings Name Transcript)

(9) IBIS World. “OD5533: Profit Administration Companies within the US.” August, 2024. (Profit Administration Companies, IBIS World)

(12) Arthur J. Gallagher & Co. “Information.” Accessed April 15, 2025. https://investor.ajg.com/information/default.aspx.

(15) Kittrell, Alison. The Gallagher Approach: A Company Historical past of Arthur J. Gallagher & Co. 1st ed. Bloomington, IN: iUniverse, 2005.

(17) Osental, Duffie. “Excessive Court docket Dismisses Gallagher Swimsuit In opposition to Ardonagh Group.” Insurance coverage Enterprise UK, October 28, 2019.

(18) Greenwald, Judy. “Gallagher Information One other Poaching Swimsuit In opposition to Alliant.” Enterprise Insurance coverage, August 1, 2022.

(19) “Arthur J. Gallagher and Alliant Settle $900,000 Poaching Dispute.” Clever Insurer, December 19, 2017.

(20) “Alliant Response to Gallagher Poaching Swimsuit: Feminine Staff Left Resulting from Poor Remedy.” Insurance coverage Journal, August 5, 2022.

(23) Arthur J. Gallagher & Co. 2022 Annual Report (Kind 10-Okay). Accessed March 27, 2025. https://investor.ajg.com/financials/default.aspx#financial-year–annual. Web page 64. (2022 10-Okay)

(29) This fall 2024 Earnings Name Transcript

(30) Nasdaq. “Arthur J. Gallagher & Co. The widespread inventory (ajg) institutional holdings.” Accessed April 10, 2025. (NASDAQ)

(31) Vanguard. “Funding Stewardship and Company Governance.” Accessed April 15, 2025. https://company.vanguard.com/content material/corporatesite/us/en/corp/how-we-advocate/investment-stewardship/index.html.

(33) James Franey, “Wall Avenue Banks JP Morgan, Goldman Sachs Publish Fats Earnings Amid Trump ‘Bump’,” New York Publish, January 15, 2025.

(34) State Avenue Company, “Administration’s Dialogue and Evaluation of Monetary Situation and Outcomes of Operations,” MarketScreener, February 17, 2022.

(35) Constancy Investments. “Constancy Views: Unlocking Alternatives in 2025.” Constancy Canada, December 2024. https://www.constancy.ca/en/insights/articles/fidelity-perspectives-unlocking-opportunities-2025/.​:contentReference(oaicite:1){index=1}

(36) Capital Group. “Capital Group Funding Philosophy.” Accessed April 15, 2025. https://www.capitalgroup.com/about-us/investment-philosophy.html.

(49) IBIS World. “52421: Insurance coverage Brokers & Businesses within the US.” November, 2024. (Insurance coverage Brokers. IBIS World)

(50) This fall 2024 Earnings Name Transcript

(52) “Insurance coverage Brokers.” IBIS World.

(56) This fall 2024 Earnings Name Transcript

(61) IBIS World. ”OD4787: Danger Administration, Insurance coverage Advisory & Consulting within the US.” September, 2024.

(64) IBIS World. ”52519: Employees’ Compensation & Different Insruance Funds within the US.” January, 2025.

(74) This fall 2024 Earnings Name Transcript

(76) Paul Newsome interview, April 1, 2025. (Newsome interview)

(77) This fall 2024 Earnings Name Transcript

(80) Smith, Ryan. “Gallagher Re Shares Automated Analytics Platform.” Insurance coverage Enterprise UK, September 15, 2021. https://www.insurancebusinessmag.com/uk/information/know-how/gallagher-re-shares-automated-analytics-platform-310117.aspx

(81) Arthur J. Gallagher & Co. “Gallagher Drive®: Harness the Energy of Actual-Time Knowledge Analytics for the Building Business.” AJG United States, 2021.

(82) Gallagher Re. “Past the Hype: 5 Traits in Generative AI and Insurance coverage.” Gallagher Re, February 2024. https://www.ajg.com/gallagherre/news-and-insights/options/beyond-the-hype-5-trends-in-generative-ai-and-insurance/.​:contentReference(oaicite:1){index=1}

(83) Gallagher Re. “2023: The 12 months AI Began to Be Taken Severely in (Re)insurance coverage.” Gallagher Re, 2023. https://www.ajg.com/gallagherre/news-and-insights/2023-the-year-ai-started-to-be-taken-seriously-in-reinsurance/.​:contentReference(oaicite:1){index=1}

(85) Oracle. “Gallagher Modernizes the Worker Expertise with Oracle Cloud HCM.” Oracle, accessed April 15, 2025. https://www.oracle.com/clients/gallagher/.

(89) Lyons interview, 2018

(90) 2024 10-Okay, web page 13 – con’t.

(91) 2024 This fall Earnings Name Transcript

(95) Arthur J. Gallagher & Co. “Arthur J. Gallagher & Co. Broadcasts Closing of Public Providing of Frequent Inventory.” Investor Relations Newsroom, December 11, 2024. https://investor.ajg.com/information/news-details/2024/Arthur-J.-Gallagher–Co.-Broadcasts-Closing-of-Public-Providing-of-Frequent-Inventory/default.aspx.

(101) Arthur J. Gallagher & Co. Governance. https://investor.ajg.com/governance/default.aspx. Accessed 13 Apr. 2025. (Governance Webpage)

(106) 2025 Proxy Assertion, web page 7.

(114) This fall 2024 Earnings Name Transcript

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