Stonehage Fleming Boosts Stake in Arthur J. Gallagher & Co.

Investment firm increases holdings in financial services provider by nearly 45%

Mar. 27, 2026 at 9:56am

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Stonehage Fleming Financial Services Holdings Ltd. has increased its stake in Arthur J. Gallagher & Co. by 44.9% during the fourth quarter, according to a recent SEC filing. The investment firm now owns 670,103 shares of the financial services provider's stock, valued at $173.42 million and accounting for 5.3% of Stonehage Fleming's portfolio.

Why it matters

This investment highlights the continued confidence in Arthur J. Gallagher & Co. among institutional investors. As a leading global insurance brokerage and risk management firm, Gallagher's performance is seen as an indicator of broader trends in the financial services industry.

The details

Stonehage Fleming purchased an additional 207,507 shares of Gallagher during the fourth quarter, bringing its total holdings to 670,103 shares. This represents a 44.9% increase in the firm's position. Gallagher now accounts for the 9th largest holding in Stonehage Fleming's $3.3 billion portfolio.

  • Stonehage Fleming increased its stake in Gallagher during the fourth quarter of 2025.

The players

Stonehage Fleming Financial Services Holdings Ltd.

A global multi-family office and investment management firm that oversees $3.3 billion in assets.

Arthur J. Gallagher & Co.

A global insurance brokerage and risk management firm headquartered in Rolling Meadows, Illinois.

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The takeaway

Stonehage Fleming's increased investment in Gallagher signals continued institutional confidence in the financial services provider's growth prospects, even as the broader market faces economic uncertainty.