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Livermore
ZHEN

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.

Institutional holdersQ1 2023: 951 institutions
Q1 2021: 732 institutionsQ2 2021: 779 institutionsQ3 2021: 775 institutionsQ4 2021: 854 institutionsQ1 2022: 817 institutionsQ2 2022: 823 institutionsQ3 2022: 865 institutionsQ4 2022: 921 institutionsQ1 2023: 951 institutionsQ2 2023: 976 institutionsQ3 2023: 999 institutionsQ4 2023: 1,082 institutionsQ1 2024: 1,130 institutionsQ2 2024: 1,153 institutionsQ3 2024: 1,203 institutionsQ4 2024: 1,325 institutionsQ1 2025: 1,360 institutionsQ2 2025: 1,380 institutionsQ3 2025: 1,342 institutionsQ4 2025: 1,299 institutionsQ1 2026: 1,248 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2023: $34.7B
Q1 2021: $20.6BQ2 2021: $24.6BQ3 2021: $26.3BQ4 2021: $30.1BQ1 2022: $31.0BQ2 2022: $29.1BQ3 2022: $31.2BQ4 2022: $34.1BQ1 2023: $34.7BQ2 2023: $39.9BQ3 2023: $42.3BQ4 2023: $41.9BQ1 2024: $46.5BQ2 2024: $49.1BQ3 2024: $52.8BQ4 2024: $65.9BQ1 2025: $79.0BQ2 2025: $72.9BQ3 2025: $69.7BQ4 2025: $60.6BQ1 2026: $49.7BQ2 2026: $54.7B
Institutions holding AJG and their total value by quarter
QuarterHoldersValue
Q2 20261,295$54.7B
Q1 20261,248$49.7B
Q4 20251,299$60.6B
Q3 20251,342$69.7B
Q2 20251,380$72.9B
Q1 20251,360$79.0B
Q4 20241,325$65.9B
Q3 20241,203$52.8B
Q2 20241,153$49.1B
Q1 20241,130$46.5B
Q4 20231,082$41.9B
Q3 2023999$42.3B
Q2 2023976$39.9B
Q1 2023951$34.7B
Q4 2022921$34.1B
Q3 2022865$31.2B
Q2 2022823$29.1B
Q1 2022817$31.0B
Q4 2021854$30.1B
Q3 2021775$26.3B
Q2 2021779$24.6B
Q1 2021732$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.

Institutions holding AJG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fidelis Capital Partners, LLC1,228$262.6K0.11%+1,228New
OneAscent Financial Services LLC1,379$264.0K0.11%+1,379New
Stokes Family Office, LLC1,383$264.6K0.03%+1,383New
Formidable Asset Management, LLC1,369$265.0K0.06%00.0%Unchanged
Ofi Invest Asset Management50,898,408$266.1K1.38%+50,898,408New
Altfest L J & Co Inc1,394$267.0K0.04%−8−0.6%Reduced
Shufro Rose & Co LLC1,400$267.8K0.02%00.0%Unchanged
Beverly Hills Private Wealth, LLC1,415$270.7K0.08%+69+5.1%Added
Legacy Capital Wealth Partners, LLC1,422$272.1K0.07%+1,422New
Jackson Hole Capital Partners, LLC1,427$273.0K0.07%+1,427New
We Are One Seven, LLC1,438$275.1K0.02%+1,438New
Pinnacle Financial Partners Inc1,448$277.0K0.01%−586−28.8%Reduced
Trust Co of Vermont1,448$277.0K0.02%+498+52.4%Added
MQS Management LLC1,451$277.6K0.18%−1,726−54.3%Reduced
Strategic Blueprint, LLC1,460$279.3K0.03%+281+23.8%Added
Brookstone Capital Management1,385$281.5K0.01%+1,385New
Equitable Holdings, Inc.1,475$282.2K0.00%+108+7.9%Added
Mather Group, LLC.1,482$283.5K0.01%−8−0.5%Reduced
Sentry Investment Management LLC1,485$284.0K0.12%+85+6.1%Added
Wintrust Investments LLC1,497$286.0K0.04%+290+24.0%Added
HB Wealth Management, LLC1,498$286.6K0.00%−1,958−56.7%Reduced
Heritage Wealth Advisors1,498$286.6K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,499$286.8K0.01%+160+11.9%Added
Quadrant Capital Group LLC1,500$287.0K0.03%−30−2.0%Reduced
OneAscent Wealth Management LLC1,513$289.0K0.11%+1,513New
Kestra Private Wealth Services, LLC1,514$289.6K0.01%+223+17.3%Added
Cresset Asset Management, LLC1,517$290.3K0.01%−737−32.7%Reduced
Pinnacle Associates Ltd1,519$290.6K0.01%−50−3.2%Reduced
Drive Wealth Management, LLC1,522$291.1K0.12%+215+16.4%Added
Aptus Capital Advisors, LLC1,548$296.1K0.01%+85+5.8%Added
Ellevest, Inc.1,568$300.0K0.02%−44−2.7%Reduced
Baker Tilly Wealth Management, LLC1,575$301.3K0.03%+1,575New
Ignite Planners, LLC1,543$301.8K0.12%+188+13.9%Added
AdvisorNet Financial, Inc1,586$303.4K0.03%−72−4.3%Reduced
Compton Wealth Advisory Group, LLC1,591$304.4K0.11%−68−4.1%Reduced
LS Investment Advisors, LLC1,600$306.1K0.06%00.0%Unchanged
Verition Fund Management LLC1,603$306.7K0.00%−1,867−53.8%Reduced
Simmons Bank1,612$308.4K0.03%+4+0.2%Added
BancorpSouth Bank1,617$309.3K0.03%00.0%Unchanged
Huntington National Bank1,622$310.3K0.00%−12−0.7%Reduced
Lockerman Financial Group, Inc.1,630$311.8K0.86%00.0%Unchanged
Strategic Wealth Partners, Ltd.1,643$314.3K0.05%+47+2.9%Added
RiverGlades Family Offices LLC1,646$314.9K0.29%00.0%Unchanged
Mount Yale Investment Advisors, LLC1,653$316.2K0.04%+1,653New
Clarius Group, LLC1,655$316.6K0.03%+36+2.2%Added
V-Square Quantitative Management LLC1,657$317.0K0.29%+1,657New
Banque Pictet & Cie SA1,666$318.7K0.00%+74+4.6%Added
Miller Investment Management, LP1,672$319.9K0.05%00.0%Unchanged
Walleye Trading LLC1,677$320.8K0.01%−5,023−75.0%Reduced
Prio Wealth Limited Partnership1,696$324.5K0.01%00.0%Unchanged
Personal Cfo Solutions, LLC1,698$324.8K0.07%+74+4.6%Added
AMG National Trust Bank1,700$325.2K0.01%00.0%Unchanged
StoneX Group Inc.1,702$325.6K0.04%+1,702New
Marshall Wace, LLP1,715$328.1K0.00%+1,715New
Ascent Group, LLC1,719$328.9K0.03%−1,788−51.0%Reduced
Values First Advisors, Inc.1,730$330.9K0.21%+1,730New
LGT Financial Advisors LLC1,730$331.0K0.62%+1,730New
Obermeyer Wood Investment Counsel, LLLP1,732$331.3K0.02%00.0%Unchanged
First Horizon Advisors, Inc.1,737$332.3K0.01%+7+0.4%Added
Connor, Clark & Lunn Investment Management Ltd.1,757$336.1K0.00%−3,571−67.0%Reduced
44 Wealth Management LLC1,761$336.9K0.11%−2−0.1%Reduced
West Branch Capital LLC1,780$340.5K0.19%00.0%Unchanged
Cookson Peirce & Co Inc1,783$341.0K0.02%00.0%Unchanged
Ifrah Financial Services, Inc.1,801$344.5K0.11%−47−2.5%Reduced
Cahaba Wealth Management, Inc.1,801$344.6K0.04%00.0%Unchanged
Bartlett & Co. LLC1,804$345.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,804$345.1K0.01%00.0%Unchanged
Successful Portfolios LLC1,821$348.4K0.22%−2−0.1%Reduced
PFG Investments, LLC1,829$349.9K0.07%+1,829New
Menard Financial Group LLC1,829$349.9K0.81%00.0%Unchanged
Group One Trading, L.P.1,835$351.1K0.02%+1,075+141.4%Added
Kolinsky Wealth Management, LLC1,856$355.0K0.38%+19+1.0%Added
Steward Partners Investment Advisory, LLC1,856$355.2K0.01%+43+2.4%Added
River Wealth Advisors LLC1,862$356.2K0.06%+184+11.0%Added
Oakworth Capital, Inc.1,871$357.9K0.03%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.1,884$360.7K0.09%+140+8.0%Added
Lake Street Financial LLC1,890$361.6K0.07%−30−1.6%Reduced
Northside Capital Management, LLC1,891$361.8K0.10%00.0%Unchanged
Inceptionr LLC1,941$371.3K0.12%+1,941New
Pitcairn Co1,946$372.3K0.03%−151−7.2%Reduced
AE Wealth Management LLC1,972$377.3K0.00%−443−18.3%Reduced
Dorsey & Whitney Trust CO LLC1,991$380.9K0.03%+215+12.1%Added
Clarkston Capital Partners, LLC2,000$382.6K0.01%00.0%Unchanged
Reynders McVeigh Capital Management, LLC2,000$383.0K0.03%+2,000New
Vestmark Advisory Solutions, Inc.2,002$383.2K0.02%−27−1.3%Reduced
SC&H Financial Advisors, Inc.2,003$383.2K0.14%+8+0.4%Added
Biltmore Family Office, LLC2,007$384.0K0.08%00.0%Unchanged
Keybank National Association2,011$384.7K0.00%+141+7.5%Added
Live Oak Private Wealth LLC2,015$385.5K0.08%00.0%Unchanged
Vestor Capital, LLC2,044$391.0K0.05%−4−0.2%Reduced
National Wealth Management Group, LLC1,810$395.7K0.45%+1,810New
Meeder Advisory Services, Inc.2,072$396.4K0.05%+289+16.2%Added
Alpine Woods Capital Investors, LLC2,085$399.0K0.06%00.0%Unchanged
Arlington Partners LLC2,089$399.6K0.06%+5+0.2%Added
Pathway Financial Advisors LLC2,100$401.8K0.14%00.0%Unchanged
CX Institutional2,083$401.8K0.02%+158+8.2%Added
Smithfield Trust Co2,108$404.0K0.03%00.0%Unchanged
Colonial Trust Advisors2,115$404.6K0.05%−10.0%Reduced
Horizon Kinetics Asset Management LLC2,130$407.5K0.01%−32−1.5%Reduced
Fukoku Mutual Life Insurance Co2,142$409.8K0.04%00.0%Unchanged