Is Arthur J. Gallagher (AJG) Positioned for Long-Term Growth?

Group 1 - Sands Capital Select Growth Strategy reported a strong quarterly performance with a return of 27.7%, significantly outperforming the Russell 1000 Growth Index which gained 17.8% [1] - The positive performance was attributed to factors such as muted inflation, strong corporate earnings, and improving sentiment around artificial intelligence and global trade [1] Group 2 - Arthur J. Gallagher & Co. (NYSE:AJG) is highlighted as a key stock, being the largest middle-market commercial insurance broker in the U.S. by revenue [3] - AJG's stock experienced a one-month return of -3.85% and a 52-week decline of 2.21%, closing at $289.40 per share with a market capitalization of $74.191 billion as of September 15, 2025 [2] - Despite a 5% year-over-year decline in commercial property rates, AJG achieved organic growth of 9.5%, outperforming peers due to strong execution in its brokerage segment and strategic reinsurance placements [3] - The company has been active in its acquisition strategy, closing approximately $400 million in deals year to date and maintaining momentum for its planned AssuredPartners acquisition [3]