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 | 1,341 | $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, 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 |
|---|---|---|---|---|---|
| Ifrah Financial Services, Inc. | 1,719 | $391.8K | 0.12% | −45−2.6% | Reduced |
| Csenge Advisory Group | 1,718 | $391.6K | 0.03% | −49−2.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,706 | $388.8K | 0.01% | −724−29.8% | Reduced |
| AMG National Trust Bank | 1,700 | $387.5K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,696 | $386.6K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,692 | $386.0K | 0.03% | −99−5.5% | Reduced |
| BancorpSouth Bank | 1,691 | $385.4K | 0.03% | +74+4.6% | Added |
| Miller Investment Management, LP | 1,672 | $381.1K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,670 | $380.8K | 0.01% | −19−1.1% | Reduced |
| Qube Research & Technologies Ltd | 1,657 | $377.7K | 0.00% | −107,657−98.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,650 | $376.0K | 0.03% | −150−8.3% | Reduced |
| RiverGlades Family Offices LLC | 1,646 | $375.2K | 0.33% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,630 | $371.5K | 1.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,624 | $370.2K | 0.07% | −235−12.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,623 | $369.9K | 0.05% | +36+2.3% | Added |
| Personal Cfo Solutions, LLC | 1,611 | $367.3K | 0.07% | −15−0.9% | Reduced |
| 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 |
| Compton Wealth Advisory Group, LLC | 1,591 | $362.6K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,588 | $361.9K | 0.10% | +1,588 | New |
| Fukoku Mutual Life Insurance Co | 1,567 | $357.2K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 1,563 | $356.3K | 0.02% | +138+9.7% | Added |
| Anchor Investment Management, LLC | 1,561 | $355.7K | 0.05% | +26+1.7% | Added |
| Pinnacle Associates Ltd | 1,554 | $354.1K | 0.01% | +14+0.9% | Added |
| Eastern Bank | 1,535 | $349.9K | 0.02% | +195+14.6% | Added |
| Pinnacle Financial Partners Inc | 1,519 | $346.2K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,516 | $345.6K | 0.22% | −243−13.8% | Reduced |
| 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 |
| Heritage Wealth Advisors | 1,498 | $341.4K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,486 | $341.1K | 0.10% | +163+12.3% | Added |
| Equitable Holdings, Inc. | 1,477 | $336.7K | 0.00% | +18+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 1,474 | $336.0K | 0.03% | +1,474 | New |
| Strategic Blueprint, LLC | 1,468 | $334.5K | 0.03% | −35−2.3% | Reduced |
| NVWM, LLC | 1,463 | $333.5K | 0.11% | +1,283+712.8% | Added |
| Graypoint LLC | 1,448 | $330.0K | 0.03% | +6+0.4% | Added |
| Mutual Advisors, LLC | 1,431 | $326.1K | 0.01% | −13−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,417 | $322.9K | 0.02% | +78+5.8% | Added |
| 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 |
| Aigen Investment Management, LP | 1,397 | $318.4K | 0.06% | −2,746−66.3% | Reduced |
| Huntington National Bank | 1,392 | $317.3K | 0.00% | −21−1.5% | Reduced |
| Choate Investment Advisors | 1,390 | $316.8K | 0.01% | +175+14.4% | Added |
| Centric Wealth Management | 1,389 | $316.5K | 0.13% | +1+0.1% | Added |
| Old National Bancorp | 1,388 | $316.4K | 0.01% | −107−7.2% | Reduced |
| Formidable Asset Management, LLC | 1,369 | $312.0K | 0.07% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,367 | $311.6K | 0.11% | −204−13.0% | Reduced |
| Clarius Group, LLC | 1,363 | $310.7K | 0.03% | −337−19.8% | Reduced |
| Cozad Asset Management Inc | 1,360 | $310.0K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,355 | $308.0K | 0.03% | +1,355 | New |
| Opal Wealth Advisors, LLC | 1,335 | $304.3K | 0.18% | +132+11.0% | Added |
| Fidelis Capital Partners, LLC | 1,325 | $302.0K | 0.10% | +47+3.7% | Added |
| Berkshire Asset Management LLC | 1,319 | $300.6K | 0.02% | +31+2.4% | Added |
| W Advisors, LLC | 1,318 | $300.4K | 0.25% | +30+2.3% | Added |
| OneAscent Financial Services LLC | 1,311 | $299.0K | 0.08% | +1,311 | New |
| First Business Financial Services, Inc. | 1,305 | $297.4K | 0.04% | +29+2.3% | Added |
| Farther Finance Advisors, LLC | 1,303 | $297.0K | 0.05% | +1,157+792.5% | Added |
| Cahaba Wealth Management, Inc. | 1,301 | $296.6K | 0.03% | −433−25.0% | Reduced |
| City Holding Co | 1,298 | $295.9K | 0.05% | −50−3.7% | Reduced |
| Western Wealth Management, LLC | 1,297 | $295.6K | 0.02% | +22+1.7% | Added |
| InterOcean Capital Group, LLC | 1,292 | $294.5K | 0.01% | −15−1.1% | Reduced |
| Wayfinding Financial, LLC | 1,308 | $294.0K | 0.22% | +66+5.3% | Added |
| Trust Co of Vermont | 1,288 | $293.6K | 0.02% | −95−6.9% | Reduced |
| Douglas Lane & Associates, LLC | 1,277 | $291.1K | 0.00% | +215+20.2% | Added |
| Connecticut Wealth Management, LLC | 1,260 | $287.2K | 0.02% | +1,260 | New |
| TCTC Holdings, LLC | 1,254 | $285.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,248 | $284.0K | 0.14% | −237−16.0% | Reduced |
| Jacobi Capital Management LLC | 1,234 | $281.3K | 0.03% | +1,234 | New |
| HBK Sorce Advisory LLC | 1,230 | $280.4K | 0.01% | +46+3.9% | Added |
| Pinkerton Retirement Specialists, LLC | 1,221 | $278.3K | 0.06% | −1,394−53.3% | Reduced |
| We Are One Seven, LLC | 1,211 | $276.0K | 0.02% | −236−16.3% | Reduced |
| Triasima Portfolio Management inc. | 1,210 | $275.8K | 0.03% | +430+55.1% | Added |
| Steel Peak Wealth Management LLC | 1,203 | $274.2K | 0.02% | +41+3.5% | Added |
| Neo Ivy Capital Management | 1,204 | $274.0K | 0.12% | −428−26.2% | Reduced |
| 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 |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 1,187 | $271.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,173 | $267.3K | 0.01% | −4−0.3% | Reduced |
| Roble, Belko & Company, Inc | 1,162 | $265.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,161 | $264.8K | 0.01% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,159 | $264.2K | 0.10% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,155 | $263.3K | 0.01% | +1,155 | New |
| Renasant Bank | 1,154 | $263.0K | 0.22% | +107+10.2% | Added |
| Mission Wealth Management, LP | 1,154 | $263.0K | 0.01% | +1+0.1% | Added |
| StoneX Group Inc. | 1,153 | $262.8K | 0.03% | −18−1.5% | Reduced |
| OneAscent Wealth Management LLC | 1,151 | $262.0K | 0.12% | +1,151 | New |
| Guardian Wealth Advisors, LLC | 1,125 | $256.4K | 0.04% | −102−8.3% | Reduced |
| Excalibur Management Corp | 1,109 | $252.9K | 0.13% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,109 | $252.8K | 0.01% | −6−0.5% | Reduced |
| Colony Group LLC | 1,100 | $251.0K | 0.00% | −9−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,101 | $251.0K | 0.03% | +4+0.4% | Added |
| Modera Wealth Management, LLC | 1,098 | $250.3K | 0.00% | +3+0.3% | Added |
| Perigon Wealth Management, LLC | 1,088 | $247.9K | 0.01% | +1,088 | New |
| Los Angeles Capital Management LLC | 1,087 | $247.8K | 0.00% | +25+2.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,080 | $246.2K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,079 | $246.0K | 0.01% | −6−0.6% | Reduced |
| Regal Investment Advisors LLC | 1,071 | $244.2K | 0.02% | +98+10.1% | Added |
| KLCM Advisors, Inc. | 1,058 | $241.2K | 0.05% | +6+0.6% | Added |