Arthur J. Gallagher & Co.

Company facts

Industry

Insurance Agents, Brokers & Service

Headquarters

Rolling Meadows, Illinois

Most recent report

8-K, filed Aug 27, 2026

Incorporated

Delaware

Filings on record

1,003+ filings

On EDGAR

CIK 354190

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 11 sections worth reading, with 4 positive, 3 notable, and 1 negative flags.

• Financial Statements (Item 1)

  Full financials and notes with material numbers, segment results, and critical disclosure detail.
  Notable

  • IRS micro-captive promoter investigation and criminal probe ongoing since 2013.
  • $17M non-cash, pre-tax loss from completing pension plan termination in Q2 2026.
  Negative

  • Wrote off $21M of amortizable assets in Q2 2026 and $22M in H1 2026 in brokerage segment.

• Management's Discussion (Item 2)

  Detailed segment results, organic growth rates, cash flow, buyback, pension termination – dense with company specifics.
  Positive

  • Risk management organic fee growth accelerated to 12% in Q2 2026, from 6% in Q2 2025.
  • Operating cash flow rose 116% to $967M in H1 2026, from $448M in H1 2025.
  • Dividend increased 8% to $0.70 per quarter in H1 2026.
  • Stock buyback resumed: $480M in H1 2026, after none in H1 2025.
  Notable

  • Credit Agreement borrowings surged from $285M at Mar 31 to $1,365M at Jun 30 to fund acquisitions and buybacks.

What changed: Jun 2026 vs. Mar 2026

About 8% of AJG's Jun 2026 10-Q is new information. 32 paragraphs were added, 192 changed, and 19 removed. Below are the most important lines SECSift identified.

• Item 2 113
• Item 1 48
• Item 3 7
• Item 5 1
• Item 6 1