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Livermore
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, 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.

Institutional holdersQ2 2023: 976 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 heldQ2 2023: $39.9B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q1 2023.

Institutions holding AJG in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Invesco, LLC1,855$407.3K0.20%+1,855New
Steward Partners Investment Advisory, LLC1,857$407.7K0.01%+1+0.1%Added
Lake Street Financial LLC1,859$408.2K0.07%−31−1.6%Reduced
River Wealth Advisors LLC1,859$408.2K0.07%−3−0.2%Reduced
Hoxton Planning & Management, LLC1,860$408.4K0.25%−432−18.8%Reduced
Northside Capital Management, LLC1,891$415.2K0.14%00.0%Unchanged
Vestor Capital, LLC1,897$417.0K0.04%−147−7.2%Reduced
Kolinsky Wealth Management, LLC1,943$417.1K0.40%+87+4.7%Added
Trustmark National Bank Trust Department1,925$422.7K0.04%−393−17.0%Reduced
Shell Asset Management Co1,962$431.0K0.02%−182−8.5%Reduced
Biltmore Family Office, LLC2,000$439.1K0.09%−7−0.3%Reduced
SC&H Financial Advisors, Inc.2,000$439.1K0.15%−3−0.1%Reduced
Clarkston Capital Partners, LLC2,000$439.1K0.01%00.0%Unchanged
Oakworth Capital, Inc.2,000$439.1K0.04%+129+6.9%Added
Mather Group, LLC.2,002$439.5K0.01%+520+35.1%Added
Live Oak Private Wealth LLC2,015$442.4K0.09%00.0%Unchanged
PGGM Investments2,017$443.0K0.01%+2,017New
Dorsey & Whitney Trust CO LLC2,021$443.8K0.04%+30+1.5%Added
Apollon Wealth Management, LLC2,070$454.6K0.02%−573−21.7%Reduced
McGlone Suttner Wealth Management, Inc.2,076$455.9K0.10%+192+10.2%Added
Alpine Woods Capital Investors, LLC2,085$458.0K0.07%00.0%Unchanged
Arlington Partners LLC2,089$458.7K0.07%00.0%Unchanged
CX Institutional2,098$460.7K0.02%+15+0.7%Added
Westshore Wealth, LLC2,100$461.1K0.24%−803−27.7%Reduced
Pathway Financial Advisors LLC2,100$461.1K0.15%00.0%Unchanged
Smithfield Trust Co2,108$462.0K0.03%00.0%Unchanged
Horizon Kinetics Asset Management LLC2,134$468.6K0.01%+4+0.2%Added
Keybank National Association2,153$472.7K0.00%+142+7.1%Added
Colonial Trust Advisors2,165$475.4K0.05%+50+2.4%Added
Ellevest, Inc.2,182$479.1K0.04%+614+39.2%Added
Qtron Investments LLC2,215$486.3K0.09%00.0%Unchanged
Wolverine Trading, LLC2,271$487.5K0.01%+2,271New
Country Club Bank2,277$488.8K0.04%00.0%Unchanged
KLR Investment Advisors, LLC2,245$492.9K0.41%+10+0.4%Added
ISAM Funds (UK) Ltd2,252$494.5K0.44%+2,252New
D.A. Davidson & Co.2,255$495.1K0.01%+25+1.1%Added
Stock Yards Bank & Trust Co2,265$497.3K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC2,268$498.0K0.00%−32−1.4%Reduced
Symmetry Partners, LLC2,267$498.0K0.03%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,270$498.4K0.12%−83−3.5%Reduced
Quantamental Technologies LLC2,292$503.3K0.21%+2,292New
Balboa Wealth Partners2,297$504.4K0.18%00.0%Unchanged
Everett Harris & Co2,299$504.8K0.01%+135+6.2%Added
Montag A & Associates Inc2,300$505.0K0.03%00.0%Unchanged
Phocas Financial Corp.2,300$505.0K0.07%00.0%Unchanged
Meeder Advisory Services, Inc.2,317$508.8K0.05%+245+11.8%Added
Forum Financial Management, LP2,338$513.4K0.01%+10.0%Added
M Holdings Securities, Inc.2,341$514.0K0.11%−244−9.4%Reduced
Forte Capital LLC2,347$515.4K0.07%+4+0.2%Added
Clarus Wealth Advisors2,408$515.4K0.31%+49+2.1%Added
Oversea-Chinese Banking CORP Ltd2,358$517.7K0.03%+1,283+119.3%Added
Commerzbank Aktiengesellschaft2,382$524.0K0.03%00.0%Unchanged
Roundview Capital LLC2,388$524.3K0.05%00.0%Unchanged
Trust Asset Management LLC2,404$527.8K0.05%00.0%Unchanged
Lido Advisors, LLC2,421$531.6K0.01%−2,022−45.5%Reduced
Wilbanks Smith & Thomas Asset Management LLC2,430$533.6K0.02%−86−3.4%Reduced
EHP Funds Inc.2,430$533.6K0.15%+2,430New
Lakeview Capital Partners, LLC2,496$548.0K0.10%+116+4.9%Added
Court Place Advisors, LLC2,498$548.5K0.19%00.0%Unchanged
ERn Financial, LLC2,499$548.7K0.11%+253+11.3%Added
Kapitalo Investimentos Ltda2,516$552.4K0.10%+2,516New
Cigna Investments Inc2,517$553.0K0.10%−20−0.8%Reduced
Scotia Capital Inc.2,523$554.0K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC2,525$554.4K0.01%+10+0.4%Added
Brookstone Capital Management2,591$554.7K0.01%+1,206+87.1%Added
Ameritas Investment Partners, Inc.2,545$558.8K0.02%00.0%Unchanged
Bank of New Hampshire2,545$558.8K0.16%00.0%Unchanged
Profund Advisors LLC2,565$563.2K0.03%−17−0.7%Reduced
Archford Capital Strategies, LLC2,569$564.3K0.11%−226−8.1%Reduced
Wedmont Private Capital2,646$566.0K0.06%+353+15.4%Added
Linscomb & Williams, Inc.2,612$573.5K0.03%−50−1.9%Reduced
Pinkerton Retirement Specialists, LLC2,615$574.2K0.11%−1,141−30.4%Reduced
Parallel Advisors, LLC2,640$579.8K0.02%+158+6.4%Added
Fiduciary Trust Co2,693$591.3K0.01%+2+0.1%Added
Lavaca Capital LLC2,694$591.5K0.18%00.0%Unchanged
Boston Common Asset Management, LLC2,715$596.0K0.01%+25+0.9%Added
Advisors Capital Management, LLC2,726$599.0K0.01%+12+0.4%Added
Davenport & Co LLC2,734$600.3K0.00%+343+14.3%Added
Marino, Stram & Associates LLC2,738$601.3K0.17%−62−2.2%Reduced
Hennion & Walsh Asset Management, Inc.2,758$606.0K0.04%+516+23.0%Added
Kozak & Associates, Inc.2,810$607.5K0.25%+3+0.1%Added
Ascent Wealth Partners, LLC2,767$607.5K0.11%00.0%Unchanged
Fund Management at Engine No. 1 LLC2,789$612.4K0.11%+216+8.4%Added
Somerset Trust Co2,800$614.8K0.26%−41−1.4%Reduced
Guyasuta Investment Advisors Inc2,800$614.8K0.05%00.0%Unchanged
Pinebridge Investments, L.P.2,809$616.8K0.01%−22,387−88.9%Reduced
Cetera Advisors LLC2,825$620.3K0.01%+109+4.0%Added
Ossiam2,829$621.2K0.01%−172−5.7%Reduced
Heartland Bank & Trust Co2,839$623.4K0.49%−304−9.7%Reduced
Beacon Pointe Advisors, LLC2,840$623.6K0.01%−137−4.6%Reduced
Webster Bank, N. A.2,850$625.8K0.08%00.0%Unchanged
Clifford Group, LLC2,856$627.2K0.67%+317+12.5%Added
RMB Capital Management, LLC2,888$634.1K0.02%+16+0.6%Added
Accurate Wealth Management, LLC2,970$635.2K0.20%+108+3.8%Added
Greenleaf Trust2,925$642.2K0.01%−119−3.9%Reduced
Integrated Wealth Concepts LLC2,935$644.4K0.01%+2,935New
Change Path, LLC2,939$645.0K0.03%−542−15.6%Reduced
GPS Wealth Strategies Group, LLC2,939$645.3K0.12%+28+1.0%Added
Horizon Investments, LLC2,957$649.3K0.02%+307+11.6%Added
Private Ocean, LLC2,967$651.4K0.08%+4+0.1%Added