Arthur J. Gallagher (AJG): Capital World Investors discloses 5% ownership stake
Rhea-AI Filing Summary
Capital World Investors, a division of Capital Research and Management Company and affiliated investment management entities, reports beneficial ownership of 12,769,747 shares of Arthur J. Gallagher & Co. common stock, representing 5.0% of the 256,900,000 shares believed to be outstanding as of June 30, 2026.
Capital World Investors has sole voting powersole dispositive power
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 12,769,747 shares
Percent of class: 5.0%
Shares outstanding baseline: 256,900,000 shares
+2 more
5 metrics
Beneficially owned shares
12,769,747 shares
Capital World Investors’ reported beneficial ownership of Arthur J. Gallagher & Co. common stock
Percent of class
5.0%
Portion of Arthur J. Gallagher & Co. common stock beneficially owned by Capital World Investors
Shares outstanding baseline
256,900,000 shares
Shares of Arthur J. Gallagher & Co. common stock believed to be outstanding for ownership calculation
Sole voting power
12,543,497 shares
Shares for which Capital World Investors has sole power to vote or direct the vote
Sole dispositive power
12,769,747 shares
Shares for which Capital World Investors has sole power to dispose or direct disposition
Key Terms
beneficial owner, sole voting power, dispositive power, percent of class, +1 more
5 terms
beneficial owner financial
"CWI is deemed to be the beneficial owner of 12,769,747 shares or 5.0%"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole power to vote or to direct the vote: 12,543,497"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 12,769,747"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
percent of class financial
"Percent of class: 5.0 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G regulatory
"Capital World Investors 2 | 4 | Citizenship or Place of Organization DELAWARE ... SCHEDULE 13G/A"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What percentage of Arthur J. Gallagher (AJG) does Capital World Investors hold?
Capital World Investors reports holding 5.0% of the 256,900,000 shares of Arthur J. Gallagher & Co. common stock believed to be outstanding, based on its disclosed beneficial ownership in the Schedule 13G/A filing.
What voting power does Capital World Investors report in AJG?
Capital World Investors reports sole voting power over 12,543,497 shares of Arthur J. Gallagher & Co. common stock and no shared voting power, reflecting how it can vote or direct the vote of those shares.
Who signed the Arthur J. Gallagher (AJG) Schedule 13G/A for Capital World Investors?
The Schedule 13G/A was signed by Timothy J. Moon, Vice President and Senior Counsel of Capital Research and Management Company, on August 11, 2026, certifying the reported ownership information.