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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 1,150 | $252.4K | 0.03% | +1,150 | New |
| Mission Wealth Management, LP | 1,153 | $253.2K | 0.01% | +28+2.5% | Added |
| Oak Hill Wealth Advisors, LLC | 1,159 | $254.5K | 0.09% | −100−7.9% | Reduced |
| Roble, Belko & Company, Inc | 1,162 | $255.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,161 | $255.1K | 0.01% | −1−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,162 | $255.1K | 0.02% | +1,162 | New |
| Foundations Investment Advisors, LLC | 1,170 | $256.9K | 0.01% | −199−14.5% | Reduced |
| StoneX Group Inc. | 1,171 | $257.1K | 0.03% | −531−31.2% | Reduced |
| Great Valley Advisor Group, Inc. | 1,175 | $257.4K | 0.01% | +20+1.7% | Added |
| Spire Wealth Management | 1,177 | $258.5K | 0.01% | −109−8.5% | Reduced |
| HBK Sorce Advisory LLC | 1,184 | $260.0K | 0.01% | +14+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,187 | $261.0K | 0.01% | −47−3.8% | Reduced |
| Opal Wealth Advisors, LLC | 1,203 | $264.1K | 0.13% | +141+13.3% | Added |
| Choate Investment Advisors | 1,215 | $266.8K | 0.01% | +10+0.8% | Added |
| Wayfinding Financial, LLC | 1,242 | $268.0K | 0.19% | +163+15.1% | Added |
| Quantinno Capital Management LP | 1,226 | $269.0K | 0.02% | +1,226 | New |
| Guardian Wealth Advisors, LLC | 1,227 | $269.4K | 0.05% | −132−9.7% | Reduced |
| Altfest L J & Co Inc | 1,237 | $272.0K | 0.04% | −157−11.3% | Reduced |
| TCTC Holdings, LLC | 1,254 | $275.3K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,255 | $275.6K | 0.09% | −506−28.7% | Reduced |
| Western Wealth Management, LLC | 1,275 | $280.0K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 1,276 | $280.2K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,278 | $280.6K | 0.10% | +50+4.1% | Added |
| W Advisors, LLC | 1,288 | $282.8K | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,288 | $282.8K | 0.02% | +45+3.6% | Added |
| Prossimo Advisors, LLC | 1,290 | $283.0K | 0.27% | +1,290 | New |
| Ignite Planners, LLC | 1,323 | $283.2K | 0.11% | −220−14.3% | Reduced |
| Clearstead Advisors, LLC | 1,300 | $285.4K | 0.02% | +900+225.0% | Added |
| InterOcean Capital Group, LLC | 1,307 | $287.0K | 0.01% | +48+3.8% | Added |
| Dynamic Advisor Solutions LLC | 1,339 | $293.9K | 0.02% | +27+2.1% | Added |
| Eastern Bank | 1,340 | $294.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,348 | $296.0K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,359 | $298.4K | 0.04% | +1,359 | New |
| Cozad Asset Management Inc | 1,360 | $298.6K | 0.04% | 00.0% | Unchanged |
| Centric Wealth Management | 1,388 | $299.3K | 0.12% | +1,388 | New |
| Formidable Asset Management, LLC | 1,369 | $301.0K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,383 | $303.7K | 0.02% | −65−4.5% | Reduced |
| Aptus Capital Advisors, LLC | 1,384 | $303.9K | 0.01% | −164−10.6% | Reduced |
| Shufro Rose & Co LLC | 1,400 | $307.4K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,400 | $307.4K | 0.13% | +1,400 | New |
| Huntington National Bank | 1,413 | $310.3K | 0.00% | −209−12.9% | Reduced |
| Fulton Bank, N.A. | 1,425 | $312.9K | 0.02% | +190+15.4% | Added |
| Graypoint LLC | 1,442 | $316.6K | 0.03% | +110+8.3% | Added |
| Mutual Advisors, LLC | 1,444 | $317.2K | 0.01% | +121+9.1% | Added |
| We Are One Seven, LLC | 1,447 | $317.7K | 0.03% | +9+0.6% | Added |
| Patron Partners Advisors, LLC | 1,452 | $318.8K | 0.23% | +187+14.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,486 | $319.0K | 0.01% | +1,266+575.5% | Added |
| Equitable Holdings, Inc. | 1,459 | $320.4K | 0.00% | −16−1.1% | Reduced |
| Sentry Investment Management LLC | 1,485 | $326.0K | 0.12% | 00.0% | Unchanged |
| Old National Bancorp | 1,495 | $328.3K | 0.01% | −1,253−45.6% | Reduced |
| Heritage Wealth Advisors | 1,498 | $328.9K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,500 | $329.4K | 0.00% | +1,500 | New |
| Strategic Blueprint, LLC | 1,503 | $329.9K | 0.03% | +43+2.9% | Added |
| Quadrant Capital Group LLC | 1,503 | $330.0K | 0.03% | +3+0.2% | Added |
| Shelton Capital Management | 1,506 | $330.7K | 0.01% | +250+19.9% | Added |
| Pinnacle Financial Partners Inc | 1,519 | $333.5K | 0.01% | +71+4.9% | Added |
| Anchor Investment Management, LLC | 1,535 | $337.0K | 0.04% | −780−33.7% | Reduced |
| Pinnacle Associates Ltd | 1,540 | $338.1K | 0.01% | +21+1.4% | Added |
| Wintrust Investments LLC | 1,568 | $344.0K | 0.03% | +71+4.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,567 | $344.1K | 0.03% | −575−26.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,567 | $344.1K | 0.04% | −8−0.5% | Reduced |
| Hamilton Capital Partners Inc. | 1,571 | $344.9K | 0.13% | −1,220−43.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,587 | $348.5K | 0.05% | −56−3.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,591 | $349.3K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,600 | $351.3K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,611 | $353.7K | 0.03% | +25+1.6% | Added |
| BancorpSouth Bank | 1,617 | $355.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,626 | $357.0K | 0.07% | −72−4.2% | Reduced |
| Lockerman Financial Group, Inc. | 1,630 | $357.9K | 0.99% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,632 | $358.0K | 0.19% | +1,632 | New |
| Mount Yale Investment Advisors, LLC | 1,639 | $359.9K | 0.04% | −14−0.8% | Reduced |
| Drive Wealth Management, LLC | 1,645 | $361.2K | 0.13% | +123+8.1% | Added |
| RiverGlades Family Offices LLC | 1,646 | $361.4K | 0.32% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,671 | $366.9K | 0.01% | +173+11.5% | Added |
| Miller Investment Management, LP | 1,672 | $367.1K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,689 | $370.9K | 0.01% | −48−2.8% | Reduced |
| Prio Wealth Limited Partnership | 1,696 | $372.4K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,700 | $373.3K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,700 | $373.3K | 0.03% | +45+2.7% | Added |
| Simmons Bank | 1,714 | $376.3K | 0.03% | +102+6.3% | Added |
| Successful Portfolios LLC | 1,727 | $379.2K | 0.33% | −94−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,729 | $379.6K | 0.01% | +1,729 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,732 | $380.3K | 0.03% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,734 | $380.8K | 0.04% | −67−3.7% | Reduced |
| Empowered Funds, LLC | 1,737 | $381.4K | 0.01% | +669+62.6% | Added |
| EA Series Trust | 1,737 | $381.4K | 0.01% | +1,737 | New |
| Values First Advisors, Inc. | 1,759 | $386.2K | 0.23% | +29+1.7% | Added |
| Ifrah Financial Services, Inc. | 1,764 | $387.3K | 0.12% | −37−2.1% | Reduced |
| Csenge Advisory Group | 1,767 | $388.0K | 0.03% | +647+57.8% | Added |
| West Branch Capital LLC | 1,780 | $390.8K | 0.20% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,791 | $393.0K | 0.02% | +8+0.4% | Added |
| Edge Capital Group, LLC | 1,794 | $393.9K | 0.02% | +1,794 | New |
| Reynders McVeigh Capital Management, LLC | 1,800 | $395.0K | 0.03% | −200−10.0% | Reduced |
| Bartlett & Co. LLC | 1,804 | $396.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,804 | $396.1K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,818 | $399.2K | 0.05% | +435+31.5% | Added |
| Pitcairn Co | 1,819 | $399.4K | 0.03% | −127−6.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,825 | $400.7K | 0.02% | −177−8.8% | Reduced |
| Menard Financial Group LLC | 1,829 | $401.6K | 0.83% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,833 | $402.5K | 0.07% | +4+0.2% | Added |