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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 1,732 | $394.8K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,754 | $399.8K | 0.15% | +109+6.6% | Added |
| KLR Investment Advisors, LLC | 2,110 | $403.7K | 0.37% | −135−6.0% | Reduced |
| Menard Financial Group LLC | 1,771 | $403.7K | 0.58% | −58−3.2% | Reduced |
| West Branch Capital LLC | 1,780 | $405.7K | 0.21% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 1,794 | $408.9K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,804 | $411.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,804 | $411.2K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,805 | $411.4K | 0.17% | −284−13.6% | Reduced |
| Arlington Trust Co LLC | 1,805 | $411.4K | 0.17% | +1,805 | New |
| Vestor Capital, LLC | 1,823 | $416.0K | 0.05% | −74−3.9% | Reduced |
| Change Path, LLC | 1,833 | $418.0K | 0.03% | −1,106−37.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,848 | $421.0K | 0.27% | −12−0.6% | Reduced |
| Simmons Bank | 1,848 | $421.2K | 0.04% | +134+7.8% | Added |
| Vident Advisory, LLC | 1,877 | $427.9K | 0.01% | +1,877 | New |
| Aptus Capital Advisors, LLC | 1,881 | $428.7K | 0.01% | +497+35.9% | Added |
| Lake Street Financial LLC | 1,859 | $429.0K | 0.08% | 00.0% | Unchanged |
| Invesco, LLC | 1,883 | $429.2K | 0.22% | +28+1.5% | Added |
| Northside Capital Management, LLC | 1,891 | $431.0K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 1,898 | $432.7K | 0.05% | +1,898 | New |
| Mount Yale Investment Advisors, LLC | 1,900 | $433.1K | 0.05% | +261+15.9% | Added |
| Wintrust Investments LLC | 1,916 | $437.0K | 0.05% | +348+22.2% | Added |
| Boothbay Fund Management, LLC | 1,963 | $447.4K | 0.02% | +1,963 | New |
| Kolinsky Wealth Management, LLC | 1,964 | $447.7K | 0.44% | +21+1.1% | Added |
| Quantinno Capital Management LP | 1,963 | $448.0K | 0.02% | +737+60.1% | Added |
| Pitcairn Co | 1,966 | $448.1K | 0.04% | +147+8.1% | Added |
| Biltmore Family Office, LLC | 2,000 | $455.9K | 0.10% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,000 | $455.9K | 0.15% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,000 | $455.9K | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,015 | $459.3K | 0.10% | 00.0% | Unchanged |
| PGGM Investments | 2,017 | $460.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,027 | $462.0K | 0.01% | +2,027 | New |
| Steward Partners Investment Advisory, LLC | 2,029 | $462.4K | 0.01% | +172+9.3% | Added |
| Shell Asset Management Co | 2,051 | $467.0K | 0.02% | +89+4.5% | Added |
| Apollon Wealth Management, LLC | 2,064 | $470.5K | 0.02% | −6−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,066 | $471.3K | 0.02% | +891+75.8% | Added |
| CX Institutional | 2,073 | $472.5K | 0.03% | −25−1.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 2,085 | $475.0K | 0.08% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,086 | $475.5K | 0.04% | +65+3.2% | Added |
| Ellevest, Inc. | 2,086 | $475.5K | 0.04% | −96−4.4% | Reduced |
| Pathway Financial Advisors LLC | 2,100 | $478.7K | 0.16% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,108 | $481.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,115 | $482.1K | 0.06% | −50−2.3% | Reduced |
| Mather Group, LLC. | 2,119 | $483.1K | 0.01% | +117+5.8% | Added |
| HB Wealth Management, LLC | 2,130 | $485.5K | 0.01% | +459+27.5% | Added |
| Syntal Capital Partners, LLC | 2,132 | $485.9K | 0.38% | +2,132 | New |
| Horizon Kinetics Asset Management LLC | 2,134 | $486.4K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,162 | $492.8K | 0.00% | +9+0.4% | Added |
| Verition Fund Management LLC | 2,189 | $498.9K | 0.01% | +2,189 | New |
| McGlone Suttner Wealth Management, Inc. | 2,198 | $500.6K | 0.12% | +122+5.9% | Added |
| Trust Co of Virginia | 2,203 | $502.1K | 0.06% | −955−30.2% | Reduced |
| Qtron Investments LLC | 2,215 | $504.9K | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,217 | $505.3K | 0.01% | +480+27.6% | Added |
| Stokes Family Office, LLC | 2,224 | $506.9K | 0.06% | +406+22.3% | Added |
| NEOS Investment Management LLC | 2,234 | $509.2K | 0.07% | +2,234 | New |
| D.A. Davidson & Co. | 2,254 | $513.8K | 0.01% | −10.0% | Reduced |
| Cigna Investments Inc | 2,262 | $516.0K | 0.12% | −255−10.1% | Reduced |
| Stock Yards Bank & Trust Co | 2,265 | $516.3K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,267 | $517.0K | 0.03% | 00.0% | Unchanged |
| Balboa Wealth Partners | 2,297 | $523.6K | 0.20% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,300 | $524.0K | 0.03% | +2,300 | New |
| Inceptionr LLC | 2,299 | $524.0K | 0.30% | +2,299 | New |
| Montag A & Associates Inc | 2,300 | $524.2K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,300 | $524.2K | 0.08% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,300 | $524.4K | 0.57% | −556−19.5% | Reduced |
| Country Club Bank | 2,277 | $525.5K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,338 | $532.9K | 0.01% | 00.0% | Unchanged |
| Forte Capital LLC | 2,351 | $535.9K | 0.08% | +4+0.2% | Added |
| Roundview Capital LLC | 2,388 | $544.3K | 0.05% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,404 | $547.9K | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,418 | $551.2K | 0.07% | +101+4.4% | Added |
| Profund Advisors LLC | 2,467 | $562.3K | 0.03% | −98−3.8% | Reduced |
| ERn Financial, LLC | 2,470 | $563.0K | 0.12% | −29−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,487 | $566.9K | 0.02% | −58−2.3% | Reduced |
| Lavaca Capital LLC | 2,494 | $568.5K | 0.20% | −200−7.4% | Reduced |
| Court Place Advisors, LLC | 2,498 | $569.4K | 0.20% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,523 | $575.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,540 | $578.9K | 0.03% | −303−10.7% | Reduced |
| Walleye Trading LLC | 2,542 | $579.4K | 0.01% | +1,669+191.2% | Added |
| Bank of New Hampshire | 2,545 | $580.1K | 0.17% | 00.0% | Unchanged |
| GTS Securities LLC | 2,553 | $581.9K | 0.01% | +2,553 | New |
| Boston Common Asset Management, LLC | 2,560 | $584.0K | 0.01% | −155−5.7% | Reduced |
| Archford Capital Strategies, LLC | 2,570 | $585.7K | 0.12% | +10.0% | Added |
| Clearstead Advisors, LLC | 2,575 | $586.9K | 0.04% | +1,275+98.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,579 | $587.8K | 0.14% | +309+13.6% | Added |
| Perpetual Ltd | 2,594 | $591.3K | 0.01% | −4,716−64.5% | Reduced |
| Linscomb & Williams, Inc. | 2,602 | $593.1K | 0.03% | −10−0.4% | Reduced |
| BBR Partners, LLC | 2,620 | $597.2K | 0.07% | +1,620+162.0% | Added |
| Kestra Private Wealth Services, LLC | 2,676 | $609.9K | 0.02% | −306−10.3% | Reduced |
| American National Bank | 2,677 | $610.2K | 0.10% | −540−16.8% | Reduced |
| Lakeview Capital Partners, LLC | 2,723 | $620.7K | 0.12% | +227+9.1% | Added |
| Parallel Advisors, LLC | 2,727 | $621.7K | 0.02% | +87+3.3% | Added |
| Advisors Capital Management, LLC | 2,733 | $623.0K | 0.02% | +7+0.3% | Added |
| Ascent Wealth Partners, LLC | 2,767 | $630.7K | 0.12% | 00.0% | Unchanged |
| Burney Co | 2,785 | $634.8K | 0.03% | +2,785 | New |
| Banque Cantonale Vaudoise | 2,791 | $636.0K | 0.03% | −275−9.0% | Reduced |
| Somerset Trust Co | 2,795 | $637.1K | 0.29% | −5−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 2,800 | $638.2K | 0.05% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,817 | $642.1K | 0.01% | +396+16.4% | Added |
| Eqis Capital Management, Inc. | 2,823 | $643.4K | 0.08% | −490−14.8% | Reduced |