Arthur J. Gallagher & Co.
AJG- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000354190
In the last 90 days, Arthur J. Gallagher & Co. insiders filed 0 open-market purchases and 4 sales; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $54.7B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Arthur J. Gallagher & Co. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 921
- +78 vs. Q3 2022
- Shares held
- 181.3M
- +145.1K (+0.1%) vs. Q3 2022
- Total value
- $34.1B
- +$3.06B (+9.9%) vs. Q3 2022
- New holders
- 125
- 318 more added
- Sold out
- 47
- 314 more reduced
22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AJG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $54.7B |
| Q1 2026 | 1,248 | $49.7B |
| Q4 2025 | 1,299 | $60.6B |
| Q3 2025 | 1,342 | $69.7B |
| Q2 2025 | 1,380 | $72.9B |
| Q1 2025 | 1,360 | $79.0B |
| Q4 2024 | 1,325 | $65.9B |
| Q3 2024 | 1,203 | $52.8B |
| Q2 2024 | 1,153 | $49.1B |
| Q1 2024 | 1,130 | $46.5B |
| Q4 2023 | 1,082 | $41.9B |
| Q3 2023 | 999 | $42.3B |
| Q2 2023 | 976 | $39.9B |
| Q1 2023 | 951 | $34.7B |
| Q4 2022 | 921 | $34.1B |
| Q3 2022 | 865 | $31.2B |
| Q2 2022 | 823 | $29.1B |
| Q1 2022 | 817 | $31.0B |
| Q4 2021 | 854 | $30.1B |
| Q3 2021 | 775 | $26.3B |
| Q2 2021 | 779 | $24.6B |
| Q1 2021 | 732 | $20.6B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 2,281 | $430.1K | 0.02% | +19+0.8% | Added |
| Ossiam | 2,289 | $431.6K | 0.01% | +1,073+88.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,295 | $433.0K | 0.00% | +1,678+272.0% | Added |
| Anchor Investment Management, LLC | 2,315 | $436.5K | 0.06% | −375−13.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,321 | $437.6K | 0.11% | +298+14.7% | Added |
| Hoxton Planning & Management, LLC | 2,336 | $440.4K | 0.23% | +2,336 | New |
| Forum Financial Management, LP | 2,337 | $440.6K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 2,337 | $440.7K | 0.08% | +4+0.2% | Added |
| Trust Asset Management LLC | 2,350 | $443.1K | 0.06% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,351 | $443.3K | 0.03% | +51+2.2% | Added |
| Beacon Pointe Advisors, LLC | 2,367 | $446.4K | 0.01% | +455+23.8% | Added |
| Clarus Wealth Advisors | 2,322 | $447.4K | 0.29% | −143−5.8% | Reduced |
| Profund Advisors LLC | 2,379 | $448.5K | 0.03% | +55+2.4% | Added |
| Roundview Capital LLC | 2,388 | $450.2K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,398 | $452.1K | 0.04% | −10−0.4% | Reduced |
| AE Wealth Management LLC | 2,415 | $455.3K | 0.00% | +521+27.5% | Added |
| Penobscot Investment Management Company, Inc. | 2,430 | $458.2K | 0.08% | +2,430 | New |
| Belpointe Asset Management LLC | 2,440 | $460.1K | 0.03% | +48+2.0% | Added |
| Cetera Advisors LLC | 2,442 | $460.5K | 0.01% | +2,442 | New |
| Clifford Group, LLC | 2,451 | $462.2K | 0.58% | +2,451 | New |
| Okabena Investment Services Inc | 2,494 | $470.2K | 0.34% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,498 | $471.0K | 0.17% | 00.0% | Unchanged |
| American National Bank | 2,496 | $471.0K | 0.10% | +2,496 | New |
| Axq Capital, LP | 2,500 | $471.4K | 0.33% | +2,500 | New |
| World Equity Group, Inc. | 2,520 | $475.2K | 0.11% | +900+55.6% | Added |
| Scotia Capital Inc. | 2,524 | $476.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,540 | $478.9K | 0.06% | +2,540 | New |
| Apollon Wealth Management, LLC | 2,540 | $478.9K | 0.03% | +375+17.3% | Added |
| Accurate Wealth Management, LLC | 2,487 | $479.2K | 0.18% | −395−13.7% | Reduced |
| Bank of New Hampshire | 2,545 | $480.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,040 | $484.0K | 0.01% | +3,262+117.4% | Added |
| Cigna Investments Inc | 2,579 | $486.0K | 0.10% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,583 | $489.0K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,607 | $492.0K | 0.00% | +48+1.9% | Added |
| Marino, Stram & Associates LLC | 2,615 | $493.1K | 0.16% | +230+9.6% | Added |
| Point72 Middle East FZE | 2,625 | $494.9K | 0.04% | +2,625 | New |
| Ameritas Investment Partners, Inc. | 2,545 | $498.5K | 0.02% | −114−4.3% | Reduced |
| Country Club Bank | 2,660 | $501.5K | 0.04% | −35−1.3% | Reduced |
| Linscomb & Williams, Inc. | 2,662 | $501.9K | 0.03% | −3−0.1% | Reduced |
| Machina Capital S.A.S. | 2,662 | $501.9K | 0.93% | +2,662 | New |
| Park Place Capital Corp | 2,660 | $502.0K | 0.14% | +2,660 | New |
| Boston Common Asset Management, LLC | 2,690 | $507.0K | 0.02% | −75−2.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,721 | $513.0K | 0.02% | −37−1.3% | Reduced |
| Congress Wealth Management LLC | 2,752 | $518.9K | 0.01% | +2,752 | New |
| Ascent Wealth Partners, LLC | 2,767 | $521.7K | 0.11% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,800 | $527.9K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,802 | $528.0K | 0.01% | +49+1.8% | Added |
| Kozak & Associates, Inc. | 2,799 | $528.0K | 0.26% | +4+0.1% | Added |
| Argent Trust Co | 2,817 | $531.1K | 0.04% | 00.0% | Unchanged |
| Lincoln National Corp | 2,833 | $534.0K | 0.01% | +1,176+71.0% | Added |
| Archford Capital Strategies, LLC | 2,842 | $535.8K | 0.12% | +2+0.1% | Added |
| Webster Bank, N. A. | 2,850 | $537.0K | 0.07% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 2,878 | $542.8K | 0.55% | +2,878 | New |
| Somerset Trust Co | 2,923 | $551.0K | 0.23% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,930 | $552.0K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment Corp | 2,952 | $557.0K | 0.05% | +10.0% | Added |
| Heartland Bank & Trust Co | 2,957 | $557.5K | 0.41% | +2,957 | New |
| Los Angeles Capital Management LLC | 2,958 | $557.7K | 0.00% | −48−1.6% | Reduced |
| Private Ocean, LLC | 2,961 | $558.2K | 0.07% | +4+0.1% | Added |
| DoubleLine ETF Adviser LP | 2,975 | $560.9K | 0.29% | +2,975 | New |
| Veriti Management LLC | 2,998 | $565.3K | 0.07% | +260+9.5% | Added |
| Abeille Asset Management SA | 261,096 | $566.7K | 0.03% | −1,272−0.5% | Reduced |
| Greenleaf Trust | 3,034 | $572.0K | 0.01% | +194+6.8% | Added |
| Occidental Asset Management, LLC | 3,034 | $572.0K | 0.16% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,042 | $573.5K | 0.36% | −464−13.2% | Reduced |
| Stratos Wealth Advisors, LLC | 3,061 | $577.2K | 0.05% | +58+1.9% | Added |
| Banque Cantonale Vaudoise | 3,066 | $578.0K | 0.03% | −3,700−54.7% | Reduced |
| PEAK6 Investments LLC | 3,089 | $582.4K | 0.03% | −679−18.0% | Reduced |
| Woodward Diversified Capital, LLC | 3,098 | $584.1K | 0.47% | +254+8.9% | Added |
| Park National Corp | 3,101 | $584.7K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 3,104 | $585.2K | 0.01% | +36+1.2% | Added |
| Achmea Investment Management B.V. | 3,328 | $588.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,124 | $589.0K | 0.22% | +73+2.4% | Added |
| Financial Advocates Investment Management | 3,130 | $590.1K | 0.04% | +3,130 | New |
| MQS Management LLC | 3,177 | $599.0K | 0.41% | +3,177 | New |
| Texas Capital Bancshares Inc | 3,179 | $599.4K | 0.42% | −34−1.1% | Reduced |
| Full Sail Capital, LLC | 3,192 | $601.8K | 0.06% | −1,319−29.2% | Reduced |
| Dentgroup LLC | 3,218 | $606.8K | 0.52% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,268 | $616.1K | 0.02% | +297+10.0% | Added |
| Wetherby Asset Management Inc | 3,293 | $620.9K | 0.04% | +71+2.2% | Added |
| TrinityPoint Wealth, LLC | 3,297 | $621.6K | 0.14% | −657−16.6% | Reduced |
| Congress Asset Management Co | 3,298 | $621.8K | 0.01% | +3,298 | New |
| VeraBank, N.A. | 3,300 | $622.2K | 0.31% | 00.0% | Unchanged |
| Change Path, LLC | 3,313 | $624.0K | 0.03% | +11+0.3% | Added |
| Checchi Capital Advisers, LLC | 3,316 | $625.2K | 0.06% | −70−2.1% | Reduced |
| Dakota Wealth Management | 3,345 | $630.7K | 0.04% | +3,345 | New |
| Moreno Evelyn V | 3,350 | $631.6K | 0.15% | 00.0% | Unchanged |
| Diversified Trust Co | 3,352 | $632.0K | 0.03% | −2,259−40.3% | Reduced |
| Montchanin Asset Management, LLC | 3,370 | $635.0K | 0.87% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,400 | $641.0K | 0.12% | +3,400 | New |
| Clifford Swan Investment Counsel LLC | 3,404 | $641.8K | 0.03% | +4+0.1% | Added |
| Versor Investments LP | 3,416 | $644.1K | 0.06% | −16,471−82.8% | Reduced |
| Twin Tree Management, LP | 3,421 | $645.0K | 0.02% | +3,421 | New |
| Phocas Financial Corp. | 3,450 | $650.5K | 0.09% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,456 | $651.6K | 0.36% | +4+0.1% | Added |
| HB Wealth Management, LLC | 3,456 | $651.6K | 0.01% | +3,456 | New |
| Tiaa, FSB | 3,461 | $652.5K | 0.00% | −63−1.8% | Reduced |
| Verition Fund Management LLC | 3,470 | $654.2K | 0.01% | +1,287+59.0% | Added |
| Axxcess Wealth Management, LLC | 3,479 | $655.9K | 0.05% | +18+0.5% | Added |
| Kula Investments, LLC | 3,482 | $656.5K | 0.23% | +3,482 | New |