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, Q2 2023
Institutional positions in Arthur J. Gallagher & Co. as of Jun 30, 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
- 976
- +30 vs. Q1 2023
- Shares held
- 182.3M
- −49.3M (−21.3%) vs. Q1 2023
- Total value
- $39.9B
- +$5.35B (+15.5%) vs. Q1 2023
- New holders
- 93
- 343 more added
- Sold out
- 63
- 371 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 190 | $41.7K | 0.00% | −10−5.0% | Reduced |
| Glassman Wealth Services | 192 | $42.2K | 0.01% | +2+1.1% | Added |
| BDO Wealth Advisors, LLC | 192 | $42.2K | 0.00% | +10+5.5% | Added |
| VitalStone Financial, LLC | 224 | $43.0K | 0.02% | +224 | New |
| Riverview Trust Co | 197 | $43.3K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $43.9K | 0.04% | −55−21.6% | Reduced |
| Paladin Advisory Group, LLC | 200 | $43.9K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $43.9K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $43.9K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $44.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 210 | $46.1K | 0.00% | +210 | New |
| Loomis Sayles & Co L P | 212 | $47.0K | 0.00% | −19−8.2% | Reduced |
| Pin Oak Investment Advisors Inc | 225 | $49.0K | 0.05% | +209+1,306.3% | Added |
| Column Capital Advisors, LLC | 233 | $51.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 252 | $55.3K | 0.01% | +7+2.9% | Added |
| GoalVest Advisory LLC | 258 | $56.6K | 0.03% | +258 | New |
| Beacon Capital Management, LLC | 263 | $57.7K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 271 | $59.5K | 0.01% | −7−2.5% | Reduced |
| Nemes Rush Group LLC | 277 | $60.8K | 0.01% | +277 | New |
| Clear Street Markets LLC | 280 | $61.0K | 0.03% | −135−32.5% | Reduced |
| WealthPLAN Partners, LLC | 292 | $64.1K | 0.01% | −7−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 324 | $71.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 343 | $75.3K | 0.01% | +78+29.4% | Added |
| Certified Advisory Corp | 374 | $82.1K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 379 | $83.2K | 0.03% | +379 | New |
| Focused Wealth Management, Inc | 380 | $83.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 414 | $90.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 451 | $99.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,843 | $101.4K | 0.01% | −1,627−36.4% | Reduced |
| Chelsea Counsel Co | 475 | $104.3K | 0.05% | +475 | New |
| Deseret Mutual Benefit Administrators | 518 | $113.7K | 0.04% | −7−1.3% | Reduced |
| Center for Financial Planning, Inc. | 535 | $117.5K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 539 | $118.4K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 551 | $121.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 553 | $121.4K | 0.02% | −158−22.2% | Reduced |
| Lumature Wealth Partners, LLC | 558 | $122.5K | 0.07% | −68−10.9% | Reduced |
| Fred Alger Management, LLC | 561 | $123.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 563 | $123.6K | 0.04% | +30+5.6% | Added |
| Alta Advisers Ltd | 600 | $131.7K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 606 | $133.1K | 0.01% | +12+2.0% | Added |
| BerganKDV Wealth Management, LLC | 618 | $135.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 624 | $137.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 637 | $139.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 685 | $150.4K | 0.10% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 697 | $153.0K | 0.04% | −49−6.6% | Reduced |
| Westpac Banking Corp | 712 | $156.3K | 0.01% | −86,138−99.2% | Reduced |
| Trust Co | 737 | $161.8K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 758 | $166.4K | 0.08% | −13−1.7% | Reduced |
| Caldwell Trust Co | 766 | $168.2K | 0.02% | +246+47.3% | Added |
| PFG Private Wealth Management, LLC | 771 | $169.3K | 0.10% | +114+17.4% | Added |
| Massmutual Trust Co FSB | 778 | $170.8K | 0.01% | +176+29.2% | Added |
| EverSource Wealth Advisors, LLC | 855 | $187.7K | 0.02% | +32+3.9% | Added |
| Osterweis Capital Management Inc | 870 | $191.0K | 0.01% | −95−9.8% | Reduced |
| Walleye Trading LLC | 873 | $191.7K | 0.01% | −804−47.9% | Reduced |
| Resources Management Corp | 887 | $195.0K | 0.03% | −4,193−82.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 904 | $198.0K | 0.00% | −1,930−68.1% | Reduced |
| Verdence Capital Advisors LLC | 937 | $205.8K | 0.02% | +937 | New |
| Comerica Securities,inc. | 943 | $207.1K | 0.01% | −131−12.2% | Reduced |
| My Legacy Advisors, LLC | 979 | $209.3K | 0.08% | −191−16.3% | Reduced |
| Summit X, LLC | 953 | $209.4K | 0.05% | −96−9.2% | Reduced |
| West Oak Capital, LLC | 963 | $211.4K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 973 | $213.7K | 0.02% | +973 | New |
| Carret Asset Management, LLC | 975 | $214.1K | 0.03% | +975 | New |
| Claret Asset Management Corp | 981 | $215.0K | 0.04% | −65−6.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 987 | $217.0K | 0.00% | −1,531−60.8% | Reduced |
| Austin Private Wealth, LLC | 992 | $217.8K | 0.03% | +992 | New |
| RBF Capital, LLC | 1,000 | $219.6K | 0.01% | +1,000 | New |
| Spinnaker Trust | 1,000 | $219.6K | 0.02% | +1,000 | New |
| BBR Partners, LLC | 1,000 | $219.6K | 0.02% | +1,000 | New |
| Trinity Financial Advisors LLC | 1,000 | $219.6K | 0.12% | +1,000 | New |
| Garde Capital, Inc. | 1,000 | $220.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,006 | $220.9K | 0.04% | +1,006 | New |
| J.W. Cole Advisors, Inc. | 1,011 | $221.9K | 0.02% | +1,011 | New |
| West Family Investments, Inc. | 1,011 | $222.0K | 0.09% | +1,011 | New |
| Tobam | 1,023 | $225.0K | 0.02% | +1,023 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,026 | $225.3K | 0.00% | −731−41.6% | Reduced |
| Johnson Investment Counsel Inc | 1,026 | $225.3K | 0.00% | +1,026 | New |
| Independent Wealth Network Inc. | 1,027 | $225.4K | 0.14% | +1,027 | New |
| Grove Bank & Trust | 1,029 | $225.9K | 0.05% | −21−2.0% | Reduced |
| V Wealth Advisors LLC | 1,029 | $225.9K | 0.04% | +1,029 | New |
| Triasima Portfolio Management inc. | 780 | $226.8K | 0.01% | +780 | New |
| Cherry Creek Investment Advisors, Inc. | 1,035 | $227.4K | 0.15% | +1,035 | New |
| Renasant Bank | 1,047 | $229.9K | 0.19% | −167−13.8% | Reduced |
| KLCM Advisors, Inc. | 1,052 | $231.0K | 0.05% | +1,052 | New |
| Machina Capital S.A.S. | 1,055 | $231.6K | 0.13% | +1,055 | New |
| Los Angeles Capital Management LLC | 1,062 | $233.2K | 0.00% | −1,841−63.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,062 | $233.2K | 0.00% | +1,062 | New |
| Cambridge Trust Co | 1,064 | $233.6K | 0.01% | −299−21.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,080 | $237.1K | 0.03% | +8+0.7% | Added |
| BCJ Capital Management, LLC | 1,084 | $238.0K | 0.02% | +1,084 | New |
| Donaldson Capital Management, LLC | 1,085 | $238.1K | 0.01% | +1,085 | New |
| Transform Wealth, LLC | 1,086 | $238.4K | 0.02% | −18−1.6% | Reduced |
| Modera Wealth Management, LLC | 1,095 | $240.5K | 0.00% | +1,095 | New |
| Ascent Group, LLC | 1,092 | $240.8K | 0.03% | −627−36.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,097 | $240.9K | 0.03% | +20+1.9% | Added |
| Ironwood Investment Counsel, LLC | 1,100 | $241.5K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,109 | $243.6K | 0.12% | 00.0% | Unchanged |
| Colony Group LLC | 1,109 | $244.0K | 0.00% | +5+0.5% | Added |
| KCM Investment Advisors LLC | 1,115 | $244.8K | 0.01% | −144−11.4% | Reduced |
| Geller Advisors LLC | 1,130 | $248.1K | 0.03% | −16−1.4% | Reduced |