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 | 1,341 | $69.7B |
| Q2 2025 | 1,379 | $72.9B |
| Q1 2025 | 1,359 | $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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 1,689 | $370.9K | 0.01% | −48−2.8% | Reduced |
| Miller Investment Management, LP | 1,672 | $367.1K | 0.06% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,671 | $366.9K | 0.01% | +173+11.5% | Added |
| RiverGlades Family Offices LLC | 1,646 | $361.4K | 0.32% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,645 | $361.2K | 0.13% | +123+8.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,639 | $359.9K | 0.04% | −14−0.8% | Reduced |
| Neo Ivy Capital Management | 1,632 | $358.0K | 0.19% | +1,632 | New |
| Lockerman Financial Group, Inc. | 1,630 | $357.9K | 0.99% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,626 | $357.0K | 0.07% | −72−4.2% | Reduced |
| BancorpSouth Bank | 1,617 | $355.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,611 | $353.7K | 0.03% | +25+1.6% | Added |
| LS Investment Advisors, LLC | 1,600 | $351.3K | 0.06% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,591 | $349.3K | 0.12% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,587 | $348.5K | 0.05% | −56−3.4% | Reduced |
| Hamilton Capital Partners Inc. | 1,571 | $344.9K | 0.13% | −1,220−43.7% | Reduced |
| 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 |
| Wintrust Investments LLC | 1,568 | $344.0K | 0.03% | +71+4.7% | Added |
| Pinnacle Associates Ltd | 1,540 | $338.1K | 0.01% | +21+1.4% | Added |
| Anchor Investment Management, LLC | 1,535 | $337.0K | 0.04% | −780−33.7% | Reduced |
| Pinnacle Financial Partners Inc | 1,519 | $333.5K | 0.01% | +71+4.9% | Added |
| Shelton Capital Management | 1,506 | $330.7K | 0.01% | +250+19.9% | Added |
| Quadrant Capital Group LLC | 1,503 | $330.0K | 0.03% | +3+0.2% | Added |
| Strategic Blueprint, LLC | 1,503 | $329.9K | 0.03% | +43+2.9% | Added |
| UniSuper Management Pty Ltd | 1,500 | $329.4K | 0.00% | +1,500 | New |
| Heritage Wealth Advisors | 1,498 | $328.9K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 1,495 | $328.3K | 0.01% | −1,253−45.6% | Reduced |
| Sentry Investment Management LLC | 1,485 | $326.0K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,459 | $320.4K | 0.00% | −16−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,486 | $319.0K | 0.01% | +1,266+575.5% | Added |
| Patron Partners Advisors, LLC | 1,452 | $318.8K | 0.23% | +187+14.8% | Added |
| We Are One Seven, LLC | 1,447 | $317.7K | 0.03% | +9+0.6% | Added |
| Mutual Advisors, LLC | 1,444 | $317.2K | 0.01% | +121+9.1% | Added |
| Graypoint LLC | 1,442 | $316.6K | 0.03% | +110+8.3% | Added |
| Fulton Bank, N.A. | 1,425 | $312.9K | 0.02% | +190+15.4% | Added |
| Huntington National Bank | 1,413 | $310.3K | 0.00% | −209−12.9% | 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 |
| Aptus Capital Advisors, LLC | 1,384 | $303.9K | 0.01% | −164−10.6% | Reduced |
| Trust Co of Vermont | 1,383 | $303.7K | 0.02% | −65−4.5% | Reduced |
| Formidable Asset Management, LLC | 1,369 | $301.0K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 1,388 | $299.3K | 0.12% | +1,388 | New |
| Cozad Asset Management Inc | 1,360 | $298.6K | 0.04% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,359 | $298.4K | 0.04% | +1,359 | New |
| City Holding Co | 1,348 | $296.0K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 1,340 | $294.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,339 | $293.9K | 0.02% | +27+2.1% | Added |
| InterOcean Capital Group, LLC | 1,307 | $287.0K | 0.01% | +48+3.8% | Added |
| Clearstead Advisors, LLC | 1,300 | $285.4K | 0.02% | +900+225.0% | Added |
| Ignite Planners, LLC | 1,323 | $283.2K | 0.11% | −220−14.3% | Reduced |
| Prossimo Advisors, LLC | 1,290 | $283.0K | 0.27% | +1,290 | New |
| 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 |
| Fidelis Capital Partners, LLC | 1,278 | $280.6K | 0.10% | +50+4.1% | Added |
| First Business Financial Services, Inc. | 1,276 | $280.2K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 1,275 | $280.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,255 | $275.6K | 0.09% | −506−28.7% | Reduced |
| TCTC Holdings, LLC | 1,254 | $275.3K | 0.01% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,237 | $272.0K | 0.04% | −157−11.3% | Reduced |
| Guardian Wealth Advisors, LLC | 1,227 | $269.4K | 0.05% | −132−9.7% | Reduced |
| Quantinno Capital Management LP | 1,226 | $269.0K | 0.02% | +1,226 | New |
| Wayfinding Financial, LLC | 1,242 | $268.0K | 0.19% | +163+15.1% | Added |
| Choate Investment Advisors | 1,215 | $266.8K | 0.01% | +10+0.8% | Added |
| Opal Wealth Advisors, LLC | 1,203 | $264.1K | 0.13% | +141+13.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,187 | $261.0K | 0.01% | −47−3.8% | Reduced |
| HBK Sorce Advisory LLC | 1,184 | $260.0K | 0.01% | +14+1.2% | Added |
| Spire Wealth Management | 1,177 | $258.5K | 0.01% | −109−8.5% | Reduced |
| Great Valley Advisor Group, Inc. | 1,175 | $257.4K | 0.01% | +20+1.7% | Added |
| StoneX Group Inc. | 1,171 | $257.1K | 0.03% | −531−31.2% | Reduced |
| Foundations Investment Advisors, LLC | 1,170 | $256.9K | 0.01% | −199−14.5% | Reduced |
| Steel Peak Wealth Management LLC | 1,162 | $255.1K | 0.02% | +1,162 | New |
| Carnegie Capital Asset Management, LLC | 1,161 | $255.1K | 0.01% | −1−0.1% | Reduced |
| Roble, Belko & Company, Inc | 1,162 | $255.0K | 0.05% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,159 | $254.5K | 0.09% | −100−7.9% | Reduced |
| Mission Wealth Management, LP | 1,153 | $253.2K | 0.01% | +28+2.5% | Added |
| SYSTM Wealth Solutions LLC | 1,150 | $252.4K | 0.03% | +1,150 | New |
| Geller Advisors LLC | 1,130 | $248.1K | 0.03% | −16−1.4% | Reduced |
| KCM Investment Advisors LLC | 1,115 | $244.8K | 0.01% | −144−11.4% | Reduced |
| Colony Group LLC | 1,109 | $244.0K | 0.00% | +5+0.5% | Added |
| Excalibur Management Corp | 1,109 | $243.6K | 0.12% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,100 | $241.5K | 0.05% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,097 | $240.9K | 0.03% | +20+1.9% | Added |
| Ascent Group, LLC | 1,092 | $240.8K | 0.03% | −627−36.5% | Reduced |
| Modera Wealth Management, LLC | 1,095 | $240.5K | 0.00% | +1,095 | New |
| Transform Wealth, LLC | 1,086 | $238.4K | 0.02% | −18−1.6% | Reduced |
| Donaldson Capital Management, LLC | 1,085 | $238.1K | 0.01% | +1,085 | New |
| BCJ Capital Management, LLC | 1,084 | $238.0K | 0.02% | +1,084 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,080 | $237.1K | 0.03% | +8+0.7% | Added |
| Cambridge Trust Co | 1,064 | $233.6K | 0.01% | −299−21.9% | Reduced |
| 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 |
| Machina Capital S.A.S. | 1,055 | $231.6K | 0.13% | +1,055 | New |
| KLCM Advisors, Inc. | 1,052 | $231.0K | 0.05% | +1,052 | New |
| Renasant Bank | 1,047 | $229.9K | 0.19% | −167−13.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,035 | $227.4K | 0.15% | +1,035 | New |
| Triasima Portfolio Management inc. | 780 | $226.8K | 0.01% | +780 | 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 |
| Independent Wealth Network Inc. | 1,027 | $225.4K | 0.14% | +1,027 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,026 | $225.3K | 0.00% | −731−41.6% | Reduced |