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, Q1 2023
Institutional positions in Arthur J. Gallagher & Co. as of Mar 31, 2023. 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
- 951
- +48 vs. Q4 2022
- Shares held
- 232.1M
- +51.3M (+28.4%) vs. Q4 2022
- Total value
- $34.7B
- +$616.1M (+1.8%) vs. Q4 2022
- New holders
- 117
- 381 more added
- Sold out
- 69
- 304 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carderock Capital Management Inc | 200 | $38.3K | 0.01% | +200 | New |
| Paladin Advisory Group, LLC | 200 | $38.3K | 0.03% | +200 | New |
| Tortoise Investment Management, LLC | 201 | $38.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 217 | $41.5K | 0.01% | −31−12.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 220 | $42.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 231 | $44.0K | 0.00% | +231 | New |
| Column Capital Advisors, LLC | 233 | $44.6K | 0.01% | −47−16.8% | Reduced |
| Parkside Financial Bank & Trust | 245 | $46.9K | 0.01% | +18+7.9% | Added |
| Piscataqua Savings Bank | 255 | $48.8K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 263 | $50.3K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 265 | $50.7K | 0.00% | +265 | New |
| Financial Synergies Wealth Advisors, Inc. | 278 | $53.1K | 0.01% | +237+578.0% | Added |
| WealthPLAN Partners, LLC | 299 | $57.2K | 0.01% | +299 | New |
| Rosenberg Matthew Hamilton | 324 | $62.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 348 | $66.6K | 0.02% | +325+1,413.0% | Added |
| Certified Advisory Corp | 374 | $71.5K | 0.01% | +374 | New |
| Focused Wealth Management, Inc | 380 | $72.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 400 | $76.5K | 0.01% | +151+60.6% | Added |
| Clear Street Markets LLC | 415 | $79.0K | 0.02% | +203+95.8% | Added |
| Bangor Savings Bank | 414 | $79.2K | 0.01% | −88−17.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 418 | $80.0K | 0.05% | +1+0.2% | Added |
| Clean Yield Group | 451 | $86.3K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 520 | $99.5K | 0.01% | +70+15.6% | Added |
| Deseret Mutual Benefit Administrators | 525 | $100.4K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 533 | $102.0K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 535 | $102.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 539 | $103.1K | 0.01% | +30+5.9% | Added |
| Atwood & Palmer Inc | 551 | $105.4K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 561 | $107.3K | 0.00% | +341+155.0% | Added |
| Lindbrook Capital, LLC | 594 | $113.6K | 0.01% | +86+16.9% | Added |
| Alta Advisers Ltd | 600 | $114.8K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 602 | $115.2K | 0.00% | +95+18.7% | Added |
| BerganKDV Wealth Management, LLC | 618 | $118.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 624 | $119.4K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 626 | $119.8K | 0.07% | −9−1.4% | Reduced |
| Acadian Asset Management LLC | 637 | $121.0K | 0.00% | −3,423−84.3% | Reduced |
| Point72 Middle East FZE | 645 | $123.4K | 0.01% | −1,980−75.4% | Reduced |
| PFG Private Wealth Management, LLC | 657 | $125.7K | 0.08% | +657 | New |
| Ameritas Advisory Services, LLC | 629 | $129.2K | 0.01% | +629 | New |
| Gables Capital Management Inc. | 685 | $131.0K | 0.09% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 711 | $136.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 737 | $141.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 746 | $142.7K | 0.04% | +19+2.6% | Added |
| Pflug Koory, LLC | 771 | $147.5K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 826 | $156.0K | 0.00% | +81+10.9% | Added |
| EverSource Wealth Advisors, LLC | 823 | $157.6K | 0.02% | +71+9.4% | Added |
| IFP Advisors, Inc | 4,470 | $159.4K | 0.01% | +1,346+43.1% | Added |
| West Oak Capital, LLC | 963 | $184.2K | 0.09% | +100+11.6% | Added |
| Osterweis Capital Management Inc | 965 | $184.6K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,000 | $191.0K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,046 | $200.0K | 0.04% | +1,046 | New |
| Summit X, LLC | 1,049 | $200.7K | 0.05% | +1,049 | New |
| Grove Bank & Trust | 1,050 | $200.9K | 0.04% | −740−41.3% | Reduced |
| Sowell Financial Services LLC | 1,054 | $202.0K | 0.02% | +1,054 | New |
| Opal Wealth Advisors, LLC | 1,062 | $203.2K | 0.12% | +1,062 | New |
| Empowered Funds, LLC | 1,068 | $204.3K | 0.01% | +1,068 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,072 | $205.1K | 0.03% | +1,072 | New |
| Comerica Securities,inc. | 1,074 | $205.5K | 0.01% | +183+20.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 1,075 | $205.7K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,079 | $206.0K | 0.16% | +1,079 | New |
| SeaCrest Wealth Management, LLC | 1,077 | $206.0K | 0.03% | +8+0.7% | Added |
| Penserra Capital Management LLC | 1,088 | $207.0K | 0.00% | −14,693−93.1% | Reduced |
| Ironwood Investment Counsel, LLC | 1,100 | $210.4K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 1,104 | $211.0K | 0.00% | −4−0.4% | Reduced |
| Transform Wealth, LLC | 1,104 | $211.2K | 0.02% | −56−4.8% | Reduced |
| Excalibur Management Corp | 1,109 | $212.2K | 0.11% | +1,109 | New |
| Csenge Advisory Group | 1,120 | $214.3K | 0.02% | +1,120 | New |
| Mission Wealth Management, LP | 1,125 | $215.1K | 0.01% | +19+1.7% | Added |
| Centiva Capital, LP | 1,137 | $217.5K | 0.01% | −4,837−81.0% | Reduced |
| Geller Advisors LLC | 1,146 | $219.2K | 0.03% | +1,146 | New |
| Great Valley Advisor Group, Inc. | 1,155 | $221.2K | 0.01% | +1,155 | New |
| Conning Inc. | 1,158 | $221.5K | 0.01% | −16−1.4% | Reduced |
| Roble, Belko & Company, Inc | 1,162 | $222.0K | 0.05% | −135−10.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,162 | $222.2K | 0.01% | −4−0.3% | Reduced |
| HBK Sorce Advisory LLC | 1,170 | $223.8K | 0.01% | −4,870−80.6% | Reduced |
| My Legacy Advisors, LLC | 1,170 | $228.9K | 0.10% | −81−6.5% | Reduced |
| Choate Investment Advisors | 1,205 | $230.5K | 0.01% | 00.0% | Unchanged |
| Renasant Bank | 1,214 | $232.2K | 0.18% | +1,214 | New |
| Benjamin F. Edwards & Company, Inc. | 1,234 | $236.0K | 0.01% | −26−2.1% | Reduced |
| Fulton Bank, N.A. | 1,235 | $236.3K | 0.01% | +1,235 | New |
| Berkshire Asset Management LLC | 1,243 | $237.8K | 0.01% | +1,243 | New |
| TCTC Holdings, LLC | 1,254 | $239.9K | 0.01% | +410+48.6% | Added |
| Shelton Capital Management | 1,256 | $240.3K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,259 | $240.9K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,259 | $240.9K | 0.01% | +31+2.5% | Added |
| Oak Hill Wealth Advisors, LLC | 1,259 | $240.9K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,265 | $242.0K | 0.18% | +47+3.9% | Added |
| Western Wealth Management, LLC | 1,275 | $243.9K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,276 | $244.1K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 1,286 | $246.0K | 0.01% | +573+80.4% | Added |
| W Advisors, LLC | 1,288 | $246.4K | 0.20% | −46−3.4% | Reduced |
| Dynamic Advisor Solutions LLC | 1,312 | $251.1K | 0.01% | +1,312 | New |
| Mutual Advisors, LLC | 1,323 | $253.1K | 0.01% | +146+12.4% | Added |
| Graypoint LLC | 1,332 | $254.8K | 0.03% | +1,332 | New |
| Eastern Bank | 1,340 | $256.4K | 0.01% | −466−25.8% | Reduced |
| City Holding Co | 1,348 | $257.9K | 0.05% | −91−6.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,359 | $260.0K | 0.05% | −4−0.3% | Reduced |
| Cozad Asset Management Inc | 1,360 | $260.2K | 0.03% | −200−12.8% | Reduced |
| Cambridge Trust Co | 1,363 | $260.8K | 0.01% | −94−6.5% | Reduced |
| Foundations Investment Advisors, LLC | 1,369 | $261.9K | 0.01% | +1,369 | New |