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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 1,079 | $246.0K | 0.01% | −6−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,080 | $246.2K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,087 | $247.8K | 0.00% | +25+2.4% | Added |
| Perigon Wealth Management, LLC | 1,088 | $247.9K | 0.01% | +1,088 | New |
| Modera Wealth Management, LLC | 1,098 | $250.3K | 0.00% | +3+0.3% | Added |
| SeaCrest Wealth Management, LLC | 1,101 | $251.0K | 0.03% | +4+0.4% | Added |
| Colony Group LLC | 1,100 | $251.0K | 0.00% | −9−0.8% | Reduced |
| KCM Investment Advisors LLC | 1,109 | $252.8K | 0.01% | −6−0.5% | Reduced |
| Excalibur Management Corp | 1,109 | $252.9K | 0.13% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,125 | $256.4K | 0.04% | −102−8.3% | Reduced |
| OneAscent Wealth Management LLC | 1,151 | $262.0K | 0.12% | +1,151 | New |
| StoneX Group Inc. | 1,153 | $262.8K | 0.03% | −18−1.5% | Reduced |
| Mission Wealth Management, LP | 1,154 | $263.0K | 0.01% | +1+0.1% | Added |
| Renasant Bank | 1,154 | $263.0K | 0.22% | +107+10.2% | Added |
| Truepoint, Inc. | 1,155 | $263.3K | 0.01% | +1,155 | New |
| Oak Hill Wealth Advisors, LLC | 1,159 | $264.2K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,161 | $264.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,162 | $265.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 1,173 | $267.3K | 0.01% | −4−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,187 | $271.0K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 1,191 | $271.5K | 0.01% | +21+1.8% | Added |
| Austin Private Wealth, LLC | 1,191 | $271.5K | 0.04% | +199+20.1% | Added |
| Spinnaker Trust | 1,195 | $272.4K | 0.02% | +195+19.5% | Added |
| Abn Amro Investment Solutions | 1,195 | $272.4K | 0.01% | +1,195 | New |
| Neo Ivy Capital Management | 1,204 | $274.0K | 0.12% | −428−26.2% | Reduced |
| Steel Peak Wealth Management LLC | 1,203 | $274.2K | 0.02% | +41+3.5% | Added |
| Triasima Portfolio Management inc. | 1,210 | $275.8K | 0.03% | +430+55.1% | Added |
| We Are One Seven, LLC | 1,211 | $276.0K | 0.02% | −236−16.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,221 | $278.3K | 0.06% | −1,394−53.3% | Reduced |
| HBK Sorce Advisory LLC | 1,230 | $280.4K | 0.01% | +46+3.9% | Added |
| Jacobi Capital Management LLC | 1,234 | $281.3K | 0.03% | +1,234 | New |
| Sentry Investment Management LLC | 1,248 | $284.0K | 0.14% | −237−16.0% | Reduced |
| TCTC Holdings, LLC | 1,254 | $285.8K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,260 | $287.2K | 0.02% | +1,260 | New |
| Douglas Lane & Associates, LLC | 1,277 | $291.1K | 0.00% | +215+20.2% | Added |
| Trust Co of Vermont | 1,288 | $293.6K | 0.02% | −95−6.9% | Reduced |
| Wayfinding Financial, LLC | 1,308 | $294.0K | 0.22% | +66+5.3% | Added |
| InterOcean Capital Group, LLC | 1,292 | $294.5K | 0.01% | −15−1.1% | Reduced |
| Western Wealth Management, LLC | 1,297 | $295.6K | 0.02% | +22+1.7% | Added |
| City Holding Co | 1,298 | $295.9K | 0.05% | −50−3.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,301 | $296.6K | 0.03% | −433−25.0% | Reduced |
| Farther Finance Advisors, LLC | 1,303 | $297.0K | 0.05% | +1,157+792.5% | Added |
| First Business Financial Services, Inc. | 1,305 | $297.4K | 0.04% | +29+2.3% | Added |
| OneAscent Financial Services LLC | 1,311 | $299.0K | 0.08% | +1,311 | New |
| W Advisors, LLC | 1,318 | $300.4K | 0.25% | +30+2.3% | Added |
| Berkshire Asset Management LLC | 1,319 | $300.6K | 0.02% | +31+2.4% | Added |
| Fidelis Capital Partners, LLC | 1,325 | $302.0K | 0.10% | +47+3.7% | Added |
| Opal Wealth Advisors, LLC | 1,335 | $304.3K | 0.18% | +132+11.0% | Added |
| Thoroughbred Financial Services, LLC | 1,355 | $308.0K | 0.03% | +1,355 | New |
| Cozad Asset Management Inc | 1,360 | $310.0K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,363 | $310.7K | 0.03% | −337−19.8% | Reduced |
| Hamilton Capital Partners Inc. | 1,367 | $311.6K | 0.11% | −204−13.0% | Reduced |
| Formidable Asset Management, LLC | 1,369 | $312.0K | 0.07% | 00.0% | Unchanged |
| Old National Bancorp | 1,388 | $316.4K | 0.01% | −107−7.2% | Reduced |
| Centric Wealth Management | 1,389 | $316.5K | 0.13% | +1+0.1% | Added |
| Choate Investment Advisors | 1,390 | $316.8K | 0.01% | +175+14.4% | Added |
| Huntington National Bank | 1,392 | $317.3K | 0.00% | −21−1.5% | Reduced |
| Aigen Investment Management, LP | 1,397 | $318.4K | 0.06% | −2,746−66.3% | Reduced |
| Shufro Rose & Co LLC | 1,400 | $319.1K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,400 | $319.1K | 0.14% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,417 | $322.9K | 0.02% | +78+5.8% | Added |
| Mutual Advisors, LLC | 1,431 | $326.1K | 0.01% | −13−0.9% | Reduced |
| Graypoint LLC | 1,448 | $330.0K | 0.03% | +6+0.4% | Added |
| NVWM, LLC | 1,463 | $333.5K | 0.11% | +1,283+712.8% | Added |
| Strategic Blueprint, LLC | 1,468 | $334.5K | 0.03% | −35−2.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,474 | $336.0K | 0.03% | +1,474 | New |
| Equitable Holdings, Inc. | 1,477 | $336.7K | 0.00% | +18+1.2% | Added |
| Ignite Planners, LLC | 1,486 | $341.1K | 0.10% | +163+12.3% | Added |
| Heritage Wealth Advisors | 1,498 | $341.4K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,506 | $343.3K | 0.01% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,506 | $343.3K | 0.25% | +54+3.7% | Added |
| Values First Advisors, Inc. | 1,516 | $345.6K | 0.22% | −243−13.8% | Reduced |
| Pinnacle Financial Partners Inc | 1,519 | $346.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 1,535 | $349.9K | 0.02% | +195+14.6% | Added |
| Pinnacle Associates Ltd | 1,554 | $354.1K | 0.01% | +14+0.9% | Added |
| Anchor Investment Management, LLC | 1,561 | $355.7K | 0.05% | +26+1.7% | Added |
| Fulton Bank, N.A. | 1,563 | $356.3K | 0.02% | +138+9.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,567 | $357.2K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,588 | $361.9K | 0.10% | +1,588 | New |
| Compton Wealth Advisory Group, LLC | 1,591 | $362.6K | 0.12% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,600 | $364.7K | 0.07% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $364.7K | 0.00% | +100+6.7% | Added |
| Personal Cfo Solutions, LLC | 1,611 | $367.3K | 0.07% | −15−0.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,623 | $369.9K | 0.05% | +36+2.3% | Added |
| River Wealth Advisors LLC | 1,624 | $370.2K | 0.07% | −235−12.6% | Reduced |
| Lockerman Financial Group, Inc. | 1,630 | $371.5K | 1.00% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 1,646 | $375.2K | 0.33% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,650 | $376.0K | 0.03% | −150−8.3% | Reduced |
| Qube Research & Technologies Ltd | 1,657 | $377.7K | 0.00% | −107,657−98.5% | Reduced |
| First Horizon Advisors, Inc. | 1,670 | $380.8K | 0.01% | −19−1.1% | Reduced |
| Miller Investment Management, LP | 1,672 | $381.1K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,691 | $385.4K | 0.03% | +74+4.6% | Added |
| Cookson Peirce & Co Inc | 1,692 | $386.0K | 0.03% | −99−5.5% | Reduced |
| Prio Wealth Limited Partnership | 1,696 | $386.6K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,700 | $387.5K | 0.01% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,706 | $388.8K | 0.01% | −724−29.8% | Reduced |
| Csenge Advisory Group | 1,718 | $391.6K | 0.03% | −49−2.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,719 | $391.8K | 0.12% | −45−2.6% | Reduced |
| Successful Portfolios LLC | 1,723 | $392.7K | 0.35% | −4−0.2% | Reduced |
| Quadrant Capital Group LLC | 1,726 | $393.4K | 0.04% | +223+14.8% | Added |