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, Q3 2023
Institutional positions in Arthur J. Gallagher & Co. as of Sep 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
- 999
- +37 vs. Q2 2023
- Shares held
- 185.3M
- +3.13M (+1.7%) vs. Q2 2023
- Total value
- $42.3B
- +$2.36B (+5.9%) vs. Q2 2023
- New holders
- 95
- 374 more added
- Sold out
- 58
- 350 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Tower Group, LLC | 180 | $41.0K | 0.02% | +126+233.3% | Added |
| Zions Bancorporation, N.A. | 190 | $43.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 193 | $44.0K | 0.01% | +1+0.5% | Added |
| Riverview Trust Co | 197 | $44.9K | 0.04% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 197 | $44.9K | 0.01% | +197 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $45.6K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $45.6K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $45.6K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $45.6K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $45.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $46.0K | 0.03% | +107+111.5% | Added |
| Column Capital Advisors, LLC | 233 | $53.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 239 | $54.0K | 0.00% | +27+12.7% | Added |
| Beacon Capital Management, LLC | 263 | $57.7K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 271 | $61.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 277 | $63.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 293 | $66.8K | 0.01% | −50−14.6% | Reduced |
| Headinvest, LLC | 300 | $67.5K | 0.01% | +300 | New |
| Pinnacle Bancorp, Inc. | 300 | $68.4K | 0.02% | +300 | New |
| Rosenberg Matthew Hamilton | 324 | $73.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 333 | $75.9K | 0.02% | +81+32.1% | Added |
| Cornerstone Planning Group LLC | 346 | $78.8K | 0.03% | −33−8.7% | Reduced |
| Hibernia Wealth Partners, LLC | 365 | $83.2K | 0.06% | +365 | New |
| Certified Advisory Corp | 374 | $85.2K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 380 | $86.6K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 385 | $87.8K | 0.01% | −1,226−76.1% | Reduced |
| Bangor Savings Bank | 414 | $94.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 439 | $100.1K | 0.05% | −79−15.3% | Reduced |
| GoalVest Advisory LLC | 440 | $100.3K | 0.05% | +182+70.5% | Added |
| Clean Yield Group | 451 | $105.9K | 0.05% | 00.0% | Unchanged |
| Chelsea Counsel Co | 475 | $108.3K | 0.06% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 493 | $109.0K | 0.00% | +389+374.0% | Added |
| VitalStone Financial, LLC | 443 | $110.0K | 0.09% | +219+97.8% | Added |
| Kapitalo Investimentos Ltda | 486 | $110.8K | 0.02% | −2,030−80.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 495 | $112.8K | 0.09% | +495 | New |
| Fairfield Financial Advisors, LTD | 510 | $116.2K | 0.05% | +421+473.0% | Added |
| Harbour Investments, Inc. | 511 | $116.5K | 0.01% | −28−5.2% | Reduced |
| NBC Securities, Inc. | 530 | $120.0K | 0.01% | +530 | New |
| Center for Financial Planning, Inc. | 535 | $121.9K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 551 | $125.6K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 561 | $127.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 563 | $128.3K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 578 | $131.7K | 0.00% | −1,151−66.6% | Reduced |
| Gables Capital Management Inc. | 580 | $132.2K | 0.09% | −105−15.3% | Reduced |
| Alta Advisers Ltd | 600 | $136.8K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 624 | $142.2K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 647 | $147.5K | 0.11% | −124−16.1% | Reduced |
| Lindbrook Capital, LLC | 654 | $149.1K | 0.02% | +48+7.9% | Added |
| Meeder Asset Management Inc | 715 | $163.0K | 0.01% | +715 | New |
| Pflug Koory, LLC | 723 | $164.8K | 0.10% | −35−4.6% | Reduced |
| Trust Co | 737 | $168.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 788 | $180.0K | 0.03% | −99−11.2% | Reduced |
| Tucker Asset Management LLC | 790 | $180.1K | 0.05% | +93+13.3% | Added |
| Massmutual Trust Co FSB | 806 | $183.7K | 0.01% | +28+3.6% | Added |
| Westpac Banking Corp | 848 | $193.3K | 0.01% | +136+19.1% | Added |
| Osterweis Capital Management Inc | 870 | $198.3K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 882 | $201.0K | 0.01% | +882 | New |
| Comerica Securities,inc. | 885 | $201.7K | 0.02% | −58−6.2% | Reduced |
| EverSource Wealth Advisors, LLC | 890 | $202.8K | 0.02% | +35+4.1% | Added |
| First Citizens Bank & Trust Co | 893 | $203.5K | 0.00% | +893 | New |
| KC Investment Advisors, LLC | 895 | $204.0K | 0.13% | +895 | New |
| Gyroscope Capital Management Group, LLC | 900 | $205.1K | 0.05% | +900 | New |
| Nixon Peabody Trust Co | 901 | $205.4K | 0.17% | +901 | New |
| Green Harvest Asset Management LLC | 902 | $205.6K | 0.01% | +902 | New |
| Kowal Investment Group, LLC | 911 | $207.6K | 0.06% | +911 | New |
| Legacy Financial Advisors, Inc. | 916 | $208.8K | 0.04% | +916 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 918 | $209.2K | 0.27% | −2,740−74.9% | Reduced |
| Cambridge Trust Co | 922 | $210.2K | 0.01% | −142−13.3% | Reduced |
| Altfest L J & Co Inc | 927 | $211.0K | 0.03% | −310−25.1% | Reduced |
| Valeo Financial Advisors, LLC | 933 | $212.7K | 0.01% | +933 | New |
| Geller Advisors LLC | 946 | $215.6K | 0.03% | −184−16.3% | Reduced |
| Diametric Capital, LP | 948 | $216.1K | 0.09% | +948 | New |
| My Legacy Advisors, LLC | 942 | $217.6K | 0.09% | −37−3.8% | Reduced |
| BCJ Capital Management, LLC | 955 | $217.7K | 0.02% | −129−11.9% | Reduced |
| West Oak Capital, LLC | 963 | $219.0K | 0.11% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 963 | $219.5K | 0.07% | +963 | New |
| Aspiriant, LLC | 968 | $220.6K | 0.01% | +968 | New |
| SYSTM Wealth Solutions LLC | 970 | $221.0K | 0.03% | −180−15.7% | Reduced |
| V-Square Quantitative Management LLC | 972 | $221.5K | 0.10% | +972 | New |
| Verdence Capital Advisors LLC | 974 | $222.1K | 0.02% | +37+3.9% | Added |
| Carret Asset Management, LLC | 975 | $222.2K | 0.03% | 00.0% | Unchanged |
| Claret Asset Management Corp | 981 | $224.0K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 992 | $226.1K | 0.02% | −19−1.9% | Reduced |
| Westshore Wealth, LLC | 1,000 | $227.9K | 0.13% | −1,100−52.4% | Reduced |
| Clarkston Capital Partners, LLC | 1,000 | $227.9K | 0.00% | −1,000−50.0% | Reduced |
| RBF Capital, LLC | 1,000 | $227.9K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,000 | $227.9K | 0.12% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,000 | $228.0K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,006 | $229.3K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,007 | $229.5K | 0.01% | +1,007 | New |
| West Family Investments, Inc. | 1,011 | $230.4K | 0.08% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,014 | $231.1K | 0.05% | −15−1.5% | Reduced |
| Tobam | 1,020 | $232.0K | 0.02% | −3−0.3% | Reduced |
| Independent Wealth Network Inc. | 1,025 | $233.6K | 0.14% | −2−0.2% | Reduced |
| Seven Eight Capital, LP | 1,037 | $236.4K | 0.03% | +1,037 | New |
| Cherry Creek Investment Advisors, Inc. | 1,038 | $236.6K | 0.16% | +3+0.3% | Added |
| Caldwell Trust Co | 1,041 | $237.3K | 0.03% | +275+35.9% | Added |
| LGT Group Foundation | 1,066 | $239.8K | 0.01% | +1,066 | New |
| KLCM Advisors, Inc. | 1,058 | $241.2K | 0.05% | +6+0.6% | Added |
| Regal Investment Advisors LLC | 1,071 | $244.2K | 0.02% | +98+10.1% | Added |