Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk

2026-03-10 15:46:24 ET

As I covered about one year ago , while I saw Arthur J. Gallagher & Co. ( AJG ) as an interesting growth play in the insurance sector, its valuation was quite high, making me cautious about its shares at the time. However, despite the company having a good growth history and its operating performance being solid, its shares have performed much worse than I was expecting, having declined by around 33% since then and underperforming the overall stock market ( SPY ) by a wide margin during the same period. ...

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