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

Arthur J. Gallagher & Co (NYSE:AJG) acquired Shelby Township, Michigan-based 3D Advisors Inc. on Feb. 3, 2026.

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

Argus Feb 3 session

+1.00% close to close Open Argus

Details

News Market Reaction – AJG

In the Feb 3 session, AJG gained 1.00%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

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 Figures

Countries of operation: approximately 130 countries

Countries of operation

approximately 130 countries

Global footprint for brokerage, risk management and consulting services

Previous Acquisition Reports

5 past events · Latest: Dec 02

Same Type 5 events

1. Dec 02

   UK pension acquisition

   24h Move

   -0.8%

   Acquisition of UK-based First Actuarial to expand pension service capabilities.

2. Nov 04

   Surety brokerage deal

   24h Move

   +3.6%

   Purchase of Surescape Insurance Services to deepen construction surety brokerage.

3. Nov 03

   Insurance agency buy

   24h Move

   -2.6%

   Acquisition of Tompkins Insurance Agencies to add P&C and benefits in NY/PA.

4. Oct 29

   EHS services buyout

   24h Move

   -2.0%

   Gallagher Bassett buys remaining stake in Safe T Professionals EHS firm.

5. Oct 16

   Benefits consulting deal

   24h Move

   -5.4%

   Acquisition of Strategic Services Group to expand Midwest employee benefits consulting.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

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. How Rhea-AI works. Not financial advice.

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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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.