Arthur J. Gallagher & Co. (AJG) Discusses Strategy, Organic Growth Outlook, and AI Initiatives in Investor Meeting Transcript

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Arthur J. Gallagher & Co. (AJG) Discusses Strategy, Organic Growth Outlook, and AI Initiatives in Investor Meeting March 17, 2026 4:00 PM EDT

Company Participants

J. Gallagher – Chairman & CEO
Michael Pesch – Chief Executive Officer of Global Brokerage of Americas
Thomas Gallagher – President
William Ziebell – Chief Executive Officer of Benefits & HR Consulting Division
Scott Hudson – President & CEO of Risk Management Services
Douglas Howell – Corporate VP & CFO
Sara Walsh

Conference Call Participants

Sathvik Vuppunuthula – Mizuho Securities USA LLC, Research Division
Taylor Scott – Barclays Bank PLC, Research Division
Elyse Greenspan – Wells Fargo Securities, LLC, Research Division
Tracy Benguigui – Wolfe Research, LLC
Mark Hughes – Truist Securities, Inc., Research Division
Robert Cox – Goldman Sachs Group, Inc., Research Division
David Motemaden – Evercore ISI Institutional Equities, Research Division
Meyer Shields – Keefe, Bruyette, & Woods, Inc., Research Division
Katie Sakys – Autonomous Research US LP
Michael Zaremski – BMO Capital Markets Equity Research

Presentation

Operator

Good afternoon, and welcome to Arthur J. Gallagher & Company’s quarterly investor meeting with management. [Operator Instructions] Today’s call is being recorded. If you have any objections, you may disconnect at this time.

Some of the comments made during this investor meeting, including answers given in response to questions, may constitute forward-looking statements within the meaning of the securities laws. The company undertakes no obligation to update these statements. These forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially.

Please refer to the information concerning forward-looking statements and Risk Factors sections contained in the company’s most recent earnings release and Form 10-K and 10-Q filings for more details on such risks and uncertainties. In addition, for reconciliations of the non-GAAP measures discussed during this meeting, please refer to our most recent earnings press release and other materials in the Investor Relations section of



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