Arthur J. Gallagher & Co. Acquires 3D Advisors Inc.

Rhea-AI Summary

Arthur J. Gallagher & Co (NYSE:AJG) acquired Shelby Township, Michigan-based 3D Advisors Inc. on Feb. 3, 2026. Terms were not disclosed. 3D Advisors provides life insurance, annuity and long-term care solutions for financial advisors and will operate under Gallagher's U.S. Financial and Retirement Services leadership.

Key points: the existing 3D Advisors leadership team will remain in place and report to Luke Kaplan, U.S. Financial and Retirement Services Managing Director.

Positive

• Expands Gallagher's life insurance and annuity brokerage offerings
• Acquired team to remain in-place, preserving client relationships and continuity

Negative

• Transaction terms were not disclosed, limiting investor visibility on financial impact

Key Figures

Countries of operation: approximately 130 countries

1 metrics

Countries of operation approximately 130 countries Global footprint for brokerage, risk management and consulting services

Market Reality Check

Price: $245.27 Vol: Volume 1,867,975 vs 20-da...

normal vol

$245.27 Last Close

Volume Volume 1,867,975 vs 20-day average 2,084,979 (relative volume 0.9x). normal

Technical Shares at $245.27, trading below 200-day MA of $291.95 and well under 52-week high $351.23.

Peers on Argus

AJG is down 1.64% with peers AON (-1.0%), MMC (-1.36%), WTW (-1.38%), BRO (-1.33...

AJG is down 1.64% with peers AON (-1.0%), MMC (-1.36%), WTW (-1.38%), BRO (-1.33%) and ERIE (-0.96%) also negative, but momentum scanners did not flag a coordinated sector move.

Common Catalyst Peer WTW reported earnings today, but broader peer moves appear more market-driven than tied to AJG’s acquisition.

Previous Acquisition Reports

5 past events · Latest: Dec 02 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 02	UK pension acquisition	Positive	-0.8%	Acquisition of UK-based First Actuarial to expand pension service capabilities.
Nov 04	Surety brokerage deal	Positive	+3.6%	Purchase of Surescape Insurance Services to deepen construction surety brokerage.
Nov 03	Insurance agency buy	Positive	-2.6%	Acquisition of Tompkins Insurance Agencies to add P&C and benefits in NY/PA.
Oct 29	EHS services buyout	Positive	-2.0%	Gallagher Bassett buys remaining stake in Safe T Professionals EHS firm.
Oct 16	Benefits consulting deal	Positive	-5.4%	Acquisition of Strategic Services Group to expand Midwest employee benefits consulting.

Pattern Detected

Acquisition announcements have often seen negative or mixed stock reactions, with 4 of the last 5 tagged acquisition releases followed by declines despite expansionary messaging.

Recent Company History

Recent history shows Arthur J. Gallagher & Co. using acquisitions to expand capabilities across pensions, construction surety, regional benefits consulting, EHS staffing, and insurance distribution. Prior deals such as First Actuarial, Surescape Insurance Services, Tompkins Insurance Agencies, Safe T Professionals, and Strategic Services Group broadened geographic reach and product depth. Today’s acquisition of 3D Advisors Inc., a life insurance, annuity and long-term care brokerage general agency, continues this bolt-on M&A strategy within financial and retirement services.

Historical Comparison

acquisition

+2.9 %

Average Historical Move

Historical Analysis

In the past year, AJG disclosed 5 acquisition deals tagged as such, with an average absolute move of 2.88%. The 3D Advisors transaction fits this ongoing bolt-on M&A pattern in advisory and benefits-related businesses.

Typical Pattern

Acquisitions have extended AJG’s reach from UK pensions and construction surety to EHS staffing and regional benefits consulting; adding 3D Advisors broadens life, annuity and long-term care distribution for financial advisors.

Market Pulse Summary

This announcement adds 3D Advisors Inc., a brokerage general agency focused on life insurance, annui...

Analysis

This announcement adds 3D Advisors Inc., a brokerage general agency focused on life insurance, annuities and long-term care, to Arthur J. Gallagher & Co.’s platform. It reinforces AJG’s strategy of targeted acquisitions to broaden financial and retirement services. Historically, the company has executed multiple deals across pensions, construction surety, EHS and benefits consulting. Investors may watch for disclosed financial terms, integration progress, and future commentary on how this acquisition contributes to growth and profitability.

Key Terms

annuity, brokerage general agency, long-term care

3 terms

annuity financial

"providing life insurance, annuity and long-term care solutions for financial advisors"

A contract that converts a sum of money into a stream of regular payments over time, often used to guarantee income in retirement. Think of it like trading a lump sum for a steady paycheck: it matters to investors because it alters return potential, liquidity, fees and risk exposure—some annuities promise fixed payments while others vary with market performance—so they affect portfolio income planning and how quickly capital can be accessed.

brokerage general agency financial

"3D Advisors is a brokerage general agency providing life insurance, annuity"

A brokerage general agency is a specialized intermediary that connects financial product manufacturers (like insurers) with independent brokers and advisors, handling tasks such as product selection, underwriting support, contracting and sales coordination. Think of it as a distribution hub or matchmaker that helps products reach many sellers more efficiently; for investors, a strong agency can expand sales reach, steady revenue streams and influence competitive advantage, while also concentrating distribution and regulatory risk.

long-term care medical

"life insurance, annuity and long-term care solutions for financial advisors"

Long-term care is ongoing medical, personal and household assistance for people who cannot fully care for themselves because of aging, chronic illness or disability; it covers help with everyday tasks like bathing, dressing, eating, mobility and medication, provided at home, in assisted living or in nursing facilities. Investors care about long-term care because its demand, cost structure and regulation affect revenues, occupancy and profit margins for healthcare providers, insurers and related real estate—similar to how maintenance needs and tenant demand shape returns for a property owner.

AI-generated analysis. Not financial advice.

ROLLING MEADOWS, Ill., Feb. 3, 2026 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Shelby Township, Michigan-based 3D Advisors Inc. Terms of the transaction were not disclosed.

3D Advisors is a brokerage general agency providing life insurance, annuity and long-term care solutions for financial advisors. Jim DiDonato, Matt Dib, Chuck Dib and their team will remain in their current location under the direction of Luke Kaplan, U.S. Financial and Retirement Services Managing Director for Gallagher's employee benefits consulting and brokerage operations.

"3D Advisors is a highly regarded agency that will expand our life insurance and annuity brokerage offerings," said J. Patrick Gallagher, Jr., Chairman and CEO. "I am very pleased to welcome Jim, Matt, Chuck and their associates to Gallagher."

Arthur J. Gallagher & Co. (NYSE:AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in Rolling Meadows, Illinois. Gallagher provides these services in approximately 130 countries around the world through its owned operations and a network of correspondent brokers and consultants.

Investors: Ray Iardella, VP - Investor Relations	Media: Paul Day, Senior Media Relations Manager
630-285-3661/ ray_iardella@ajg.com	630-285-5946/ paul_day1@ajg.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/arthur-j-gallagher--co-acquires-3d-advisors-inc-302675417.html

SOURCE Arthur J. Gallagher & Co.

FAQ

What did Arthur J. Gallagher (AJG) announce on Feb. 3, 2026 about 3D Advisors?

Gallagher announced the acquisition of 3D Advisors Inc. on Feb. 3, 2026. According to the company, 3D Advisors will join Gallagher's U.S. Financial and Retirement Services and continue operating from Shelby Township, Michigan under existing leadership.

Will the 3D Advisors leadership stay after the AJG acquisition of 3D Advisors?

Yes, the existing leaders will remain in their current location under Gallagher's oversight. According to the company, Jim DiDonato, Matt Dib and Chuck Dib and their team will continue reporting to Luke Kaplan.

What business lines does 3D Advisors bring to Arthur J. Gallagher (AJG)?

3D Advisors brings life insurance, annuity and long-term care solutions for financial advisors. According to the company, these offerings will expand Gallagher's life insurance and annuity brokerage capabilities.

Were the financial terms of Gallagher's acquisition of 3D Advisors disclosed?

No, the transaction terms were not disclosed by the company. According to the company, no purchase price or financial details were provided in the announcement.

How will the AJG acquisition of 3D Advisors affect Gallagher's U.S. Financial and Retirement Services team?

The acquisition will add a specialized brokerage agency to Gallagher's U.S. Financial and Retirement Services. According to the company, 3D Advisors will operate under Luke Kaplan, integrating into employee benefits consulting and brokerage operations.