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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,144 | $410.0K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 2,164 | $414.0K | 0.01% | +370+20.6% | Added |
| Qtron Investments LLC | 2,215 | $423.8K | 0.09% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 2,230 | $426.6K | 0.00% | +105+4.9% | Added |
| KLR Investment Advisors, LLC | 2,235 | $427.6K | 0.38% | −5−0.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,242 | $429.0K | 0.03% | +2,242 | New |
| ERn Financial, LLC | 2,246 | $429.7K | 0.09% | +80+3.7% | Added |
| Country Club Bank | 2,277 | $431.9K | 0.04% | −383−14.4% | Reduced |
| Stock Yards Bank & Trust Co | 2,265 | $433.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,267 | $434.0K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,292 | $438.5K | 0.24% | −44−1.9% | Reduced |
| Balboa Wealth Partners | 2,297 | $439.4K | 0.17% | +18+0.8% | Added |
| Phocas Financial Corp. | 2,300 | $440.0K | 0.06% | −1,150−33.3% | Reduced |
| Montag A & Associates Inc | 2,300 | $440.0K | 0.03% | −51−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $440.0K | 0.00% | +2,300 | New |
| Anchor Investment Management, LLC | 2,315 | $442.9K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,318 | $443.5K | 0.04% | −80−3.3% | Reduced |
| American National Bank | 2,323 | $444.4K | 0.08% | −173−6.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,353 | $446.2K | 0.12% | +521+28.4% | Added |
| Forum Financial Management, LP | 2,337 | $447.1K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 2,343 | $448.2K | 0.07% | +6+0.3% | Added |
| Wedmont Private Capital | 2,293 | $448.6K | 0.06% | +162+7.6% | Added |
| Commerzbank Aktiengesellschaft | 2,382 | $456.0K | 0.02% | +1,086+83.8% | Added |
| Roundview Capital LLC | 2,388 | $456.8K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,391 | $457.4K | 0.00% | +670+38.9% | Added |
| Schear Investment Advisers, LLC | 2,392 | $457.6K | 0.55% | +542+29.3% | Added |
| DoubleLine ETF Adviser LP | 2,401 | $459.3K | 0.20% | −574−19.3% | Reduced |
| Trust Asset Management LLC | 2,404 | $459.9K | 0.05% | +54+2.3% | Added |
| Clarus Wealth Advisors | 2,359 | $465.5K | 0.29% | +37+1.6% | Added |
| Parallel Advisors, LLC | 2,482 | $474.9K | 0.02% | +201+8.8% | Added |
| Court Place Advisors, LLC | 2,498 | $477.9K | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 2,500 | $478.3K | 0.06% | +2,500 | New |
| Wealth Enhancement Advisory Services, LLC | 2,515 | $481.1K | 0.01% | +2,515 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,516 | $481.3K | 0.02% | −205−7.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,518 | $482.0K | 0.00% | −89−3.4% | Reduced |
| Scotia Capital Inc. | 2,523 | $482.8K | 0.00% | −10.0% | Reduced |
| Wedbush Securities Inc | 2,536 | $485.0K | 0.02% | +2,536 | New |
| Engineers Gate Manager LP | 2,536 | $485.2K | 0.02% | +1,265+99.5% | Added |
| Clifford Group, LLC | 2,539 | $485.8K | 0.59% | +88+3.6% | Added |
| Cigna Investments Inc | 2,537 | $486.0K | 0.10% | −42−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,545 | $486.9K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,545 | $486.9K | 0.15% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 2,559 | $489.6K | 0.50% | −3,462−57.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,573 | $492.2K | 0.10% | +252+10.9% | Added |
| M Holdings Securities, Inc. | 2,585 | $493.0K | 0.05% | +2+0.1% | Added |
| Profund Advisors LLC | 2,582 | $494.0K | 0.03% | +203+8.5% | Added |
| SG Americas Securities, LLC | 2,614 | $500.0K | 0.01% | −7,830−75.0% | Reduced |
| Belpointe Asset Management LLC | 2,628 | $502.7K | 0.03% | +188+7.7% | Added |
| Apollon Wealth Management, LLC | 2,643 | $505.7K | 0.03% | +103+4.1% | Added |
| Horizon Investments, LLC | 2,650 | $507.0K | 0.02% | −1,016−27.7% | Reduced |
| Linscomb & Williams, Inc. | 2,662 | $509.3K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,553 | $510.1K | 0.01% | +1,931+310.5% | Added |
| Fiduciary Trust Co | 2,691 | $514.8K | 0.01% | −1,056−28.2% | Reduced |
| Boston Common Asset Management, LLC | 2,690 | $515.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,694 | $515.4K | 0.12% | +2,694 | New |
| Lakeview Capital Partners, LLC | 2,380 | $516.0K | 0.16% | +2,380 | New |
| Advisors Capital Management, LLC | 2,714 | $519.0K | 0.01% | −88−3.1% | Reduced |
| Cetera Advisors LLC | 2,716 | $519.6K | 0.01% | +274+11.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,743 | $525.0K | 0.01% | +665+32.0% | Added |
| Old National Bancorp | 2,748 | $525.7K | 0.02% | +2,748 | New |
| Ascent Wealth Partners, LLC | 2,767 | $529.4K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,791 | $533.9K | 0.19% | −2,846−50.5% | Reduced |
| Guyasuta Investment Advisors Inc | 2,800 | $535.7K | 0.04% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,800 | $535.7K | 0.16% | +185+7.1% | Added |
| Kozak & Associates, Inc. | 2,807 | $537.0K | 0.24% | +8+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,834 | $542.0K | 0.00% | +539+23.5% | Added |
| Somerset Trust Co | 2,841 | $543.5K | 0.24% | −82−2.8% | Reduced |
| Webster Bank, N. A. | 2,850 | $545.2K | 0.07% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,795 | $545.9K | 0.11% | −47−1.7% | Reduced |
| RMB Capital Management, LLC | 2,872 | $549.4K | 0.02% | +2,872 | New |
| Y-Intercept (Hong Kong) Ltd | 2,885 | $551.9K | 0.06% | +2,885 | New |
| Stratos Wealth Advisors, LLC | 2,888 | $552.5K | 0.04% | −173−5.7% | Reduced |
| Los Angeles Capital Management LLC | 2,903 | $555.4K | 0.00% | −55−1.9% | Reduced |
| Westshore Wealth, LLC | 2,903 | $555.4K | 0.29% | +903+45.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,911 | $556.9K | 0.12% | +2,911 | New |
| Congress Wealth Management LLC | 2,921 | $558.8K | 0.01% | +169+6.1% | Added |
| Accurate Wealth Management, LLC | 2,862 | $559.8K | 0.19% | +375+15.1% | Added |
| Rothschild Investment Corp | 2,953 | $565.0K | 0.05% | +10.0% | Added |
| Private Ocean, LLC | 2,963 | $566.9K | 0.08% | +2+0.1% | Added |
| Beacon Pointe Advisors, LLC | 2,977 | $569.4K | 0.01% | +610+25.8% | Added |
| Ossiam | 3,001 | $574.1K | 0.01% | +712+31.1% | Added |
| Occidental Asset Management, LLC | 3,034 | $580.4K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 3,044 | $582.3K | 0.01% | +10+0.3% | Added |
| Banque Cantonale Vaudoise | 3,066 | $587.0K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 3,101 | $593.3K | 0.03% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,109 | $594.8K | 0.34% | +67+2.2% | Added |
| JSF Financial, LLC | 3,110 | $595.0K | 0.22% | −14−0.4% | Reduced |
| Haverford Trust Co | 3,116 | $596.1K | 0.01% | +12+0.4% | Added |
| Bokf, NA | 3,127 | $598.2K | 0.01% | −704−18.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,130 | $598.8K | 0.10% | +700+28.8% | Added |
| Woodward Diversified Capital, LLC | 3,135 | $599.8K | 0.47% | +37+1.2% | Added |
| Wetherby Asset Management Inc | 3,141 | $600.9K | 0.04% | −152−4.6% | Reduced |
| Heartland Bank & Trust Co | 3,143 | $601.3K | 0.45% | +186+6.3% | Added |
| EPG Wealth Management LLC | 3,149 | $602.4K | 0.19% | +3,149 | New |
| Texas Capital Bancshares Inc | 3,176 | $607.6K | 0.38% | −3−0.1% | Reduced |
| Signaturefd, LLC | 3,181 | $608.6K | 0.02% | −87−2.7% | Reduced |
| Full Sail Capital, LLC | 3,198 | $611.8K | 0.06% | +6+0.2% | Added |
| Dentgroup LLC | 3,218 | $615.7K | 0.49% | 00.0% | Unchanged |
| Tiaa, FSB | 3,219 | $615.8K | 0.00% | −242−7.0% | Reduced |
| Financial Advocates Investment Management | 3,259 | $623.5K | 0.05% | +129+4.1% | Added |