AJG monthly performance report
Check AJG's monthly returns, drawdown, and seasonality trends — updated every month.
AJG monthly report
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Key takeaways
- Arthur J. Gallagher & Co. (AJG) closed September 2026 at $239.48, down 8.65% for the month and −19.30% over the trailing 12 months.
- Year-to-date, AJG is −7.46%, underperforming the S&P 500 which has returned +11.70% YTD.
- The stock is trading +2.44% versus its 200-day moving average ($233.77), a bullish technical signal.
- Over the past three years, AJG has underperformed the S&P 500 by −68.96%, with a relative strength index reading of 59.8.
- Win rate over the trailing 39 months stands at 53.8% — 21 positive months versus 18 negative months.
Arthur J. Gallagher & Co. ended September 2026 at $239.48, posting a monthly return of −8.65%. The S&P 500 returned −0.70% over the same window, leaving relative performance at −7.95%.
The current quarter stands at +4.32% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.44% versus the 200-day moving average ($233.77).
Year-to-date, AJG is −7.46% against SPY +11.70%, a gap of −19.16%. The stock is currently −23.62% below its 52-week high, with maximum 3-year drawdown at −44.95%.
| Period | AJG | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.80% | −0.12% | −0.68% |
| 1 Week | −0.35% | −0.34% | −0.01% |
| 1 Month | −8.65% | −0.70% | −7.95% |
| 3 Months | +10.92% | +2.80% | +8.12% |
| 6 Months | +15.17% | +13.85% | +1.32% |
| YTD | −7.46% | +11.70% | −19.16% |
| 12 Months | −19.30% | +15.01% | −34.31% |
| 3 Years | +2.73% | +71.69% | −68.96% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jun 2026 | +14.15% |
| #2 | Feb 2025 | +11.90% |
| #3 | Nov 2024 | +11.04% |
| #4 | Jul 2024 | +9.32% |
| #5 | Jul 2026 | +8.65% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −19.45% |
| #2 | Jul 2025 | −10.27% |
| #3 | Dec 2023 | −9.69% |
| #4 | Dec 2024 | −9.09% |
| #5 | Sep 2026 | −8.65% |
| Quarter | Return |
|---|---|
| Q2 2025 | −7.28% |
| Q3 2025 | −3.24% |
| Q4 2025 | −16.45% |
| Q1 2026 | −16.31% |
| Q2 2026 | +6.00% |
| Q3 2026 (QTD) | +4.32% |
| Year | Return |
|---|---|
| 2023 | +19.27% |
| 2024 | +26.22% |
| 2025 | −8.83% |
| 2026 | −7.46% |
| Metric | Value |
|---|---|
| 52-Week High | $313.55 (2025-10-03) |
| 52-Week Low | $190.75 (2026-05-13) |
| Current Price | $239.48 |
| 200-Day Moving Average | $233.77 |
| Price vs 200DMA | +2.44% |
| 3-Year Maximum Drawdown | −44.95% (2026-05-13) |
| Current Drawdown from 52W High | −23.62% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 59.8 |
| 3-Year Excess Return vs S&P 500 | −68.96% |
| RS Peak | 122.1 (Apr 2025) |
| RS Trough | 49.2 (May 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was AJG's return for this report period?
AJG returned −8.65% in the latest monthly window ending 2026-09-18.
Has AJG outperformed SPY year to date?
YTD AJG: −7.46% vs SPY: +11.70%.
What is AJG's 12-month return?
−19.30% over the trailing 12 months.
Is AJG above or below its 200-day moving average?
Price is +2.44% versus 200DMA ($233.77).
What is the maximum drawdown in the 3-year window?
−44.95% on 2026-05-13.