Arthur J. Gallagher & Co. (AJG) — What Changed

Material changes in the AI committee's view · 20 events tracked · Detected nightly

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2026-08-01 MINOR
▲ Score Change

AJG's Committee score moved from 47.71 to 51.46 (+3.75, 1 day(s) apart).

47.71 → 51.46 (+3.8)

2026-07-31 MAJOR
▲ Agreement Shift

AJG's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-31 MATERIAL
▼ Score Change

AJG's Committee score moved from 53.25 to 47.71 (-5.54, 1 day(s) apart).

53.25 → 47.71 (-5.5)

2026-07-31 MATERIAL
— Conviction Change

AJG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-30 MINOR
▼ Score Change

AJG's Committee score moved from 54.56 to 53.25 (-1.31, 1 day(s) apart).

54.56 → 53.25 (-1.3)

2026-07-28 MINOR
▼ Agreement Shift

AJG's Committee agreement moved from 57.10% to 50.00% (-7.10pp, 1 day(s) apart).

57.10 → 50.00 (-7.1)

2026-07-18 MINOR
▼ Score Change

AJG's Committee score moved from 54.20 to 52.77 (-1.43, 1 day(s) apart).

54.20 → 52.77 (-1.4)

2026-07-15 MINOR
▼ Agreement Shift

AJG's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).

50.00 → 42.90 (-7.1)

2026-07-15 MATERIAL
▼ Score Change

AJG's Committee score moved from 60.82 to 54.20 (-6.62, 1 day(s) apart).

60.82 → 54.20 (-6.6)

2026-07-15 MAJOR
— Rating Change

AJG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-14 MINOR
▲ Agreement Shift

AJG's Committee agreement moved from 42.90% to 50.00% (+7.10pp, 1 day(s) apart).

42.90 → 50.00 (+7.1)

2026-07-14 MATERIAL
▲ Score Change

AJG's Committee score moved from 55.68 to 60.82 (+5.14, 1 day(s) apart).

55.68 → 60.82 (+5.1)

2026-07-14 MAJOR
— Rating Change

AJG moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-07-13 MAJOR
▼ Agreement Shift

AJG's Committee agreement moved from 66.70% to 42.90% (-23.80pp, 1 day(s) apart).

66.70 → 42.90 (-23.8)

2026-07-13 MATERIAL
▼ Score Change

AJG's Committee score moved from 63.43 to 55.68 (-7.75, 1 day(s) apart).

63.43 → 55.68 (-7.8)

2026-07-13 MAJOR
— Rating Change

AJG moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MAJOR
▼ Agreement Shift

AJG's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 3 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-10 MAJOR
▼ Score Change

AJG's Committee score moved from 66.35 to 55.68 (-10.67, 3 day(s) apart).

66.35 → 55.68 (-10.7)

2026-07-10 MATERIAL
— Conviction Change

AJG's Committee conviction moved from moderate to contested (3 day(s) apart).

moderate → contested

2026-07-10 MAJOR
— Rating Change

AJG moved from Buy to Watch (3 day(s) apart).

Buy → Watch

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →