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Organic growth for brokerage stocks like WTW, AJG and AON remains resilient as softer insurance pricing shifts the focus to underlying business activity.

Arthur J. Gallagher's durable organic growth, margin expansion and AssuredPartners integration support its outlook as insurance pricing moderates.

Arthur J. Gallagher remains a Buy, driven by robust organic growth and disciplined M&A, validating my long-term investment thesis. Q2 2026 revenue grew 24.4% to $3.96B, with adjusted EPS up 23.5% to $2.84, both fueled by acquisitions and 6% organic growth. AJG trades at a 20% discount to my $313 fair value estimate, offering a 34% potential upside through 2027 if growth projections hold.

Zacks Insurance Brokerage players like WTW, AJG, AON and BRO are likely to benefit from increased demand for insurance products, strategic acquisitions and the adoption of technology.

Gallagher's 2026 US Benefits Benchmarks report highlights how employers are using stronger governance, analytics and vendor oversight to manage rising healthcare costs ROLLING MEADOWS, Ill., Aug. 12, 2026 /PRNewswire/ -- According to Gallagher's 2026 Workforce Trends Report – Benefits Benchmarks, US employers are taking a more disciplined approach to benefits management as rising healthcare costs, mounting…