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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, Q4 2023

Institutional positions in Arthur J. Gallagher & Co. as of Dec 31, 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
1,082
+100 vs. Q3 2023
Shares held
186.4M
+1.48M (+0.8%) vs. Q3 2023
Total value
$41.9B
−$259.2M (−0.6%) vs. Q3 2023
New holders
163
413 more added
Sold out
63
356 more reduced

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,082 institutions
Q1 2021: 732 institutionsQ2 2021: 779 institutionsQ3 2021: 775 institutionsQ4 2021: 854 institutionsQ1 2022: 817 institutionsQ2 2022: 823 institutionsQ3 2022: 865 institutionsQ4 2022: 921 institutionsQ1 2023: 951 institutionsQ2 2023: 976 institutionsQ3 2023: 999 institutionsQ4 2023: 1,082 institutionsQ1 2024: 1,130 institutionsQ2 2024: 1,153 institutionsQ3 2024: 1,203 institutionsQ4 2024: 1,325 institutionsQ1 2025: 1,360 institutionsQ2 2025: 1,380 institutionsQ3 2025: 1,342 institutionsQ4 2025: 1,299 institutionsQ1 2026: 1,248 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2023: $41.9B
Q1 2021: $20.6BQ2 2021: $24.6BQ3 2021: $26.3BQ4 2021: $30.1BQ1 2022: $31.0BQ2 2022: $29.1BQ3 2022: $31.2BQ4 2022: $34.1BQ1 2023: $34.7BQ2 2023: $39.9BQ3 2023: $42.3BQ4 2023: $41.9BQ1 2024: $46.5BQ2 2024: $49.1BQ3 2024: $52.8BQ4 2024: $65.9BQ1 2025: $79.0BQ2 2025: $72.9BQ3 2025: $69.7BQ4 2025: $60.6BQ1 2026: $49.7BQ2 2026: $54.7B
Institutions holding AJG and their total value by quarter
QuarterHoldersValue
Q2 20261,295$54.7B
Q1 20261,248$49.7B
Q4 20251,299$60.6B
Q3 20251,342$69.7B
Q2 20251,380$72.9B
Q1 20251,360$79.0B
Q4 20241,325$65.9B
Q3 20241,203$52.8B
Q2 20241,153$49.1B
Q1 20241,130$46.5B
Q4 20231,082$41.9B
Q3 2023999$42.3B
Q2 2023976$39.9B
Q1 2023951$34.7B
Q4 2022921$34.1B
Q3 2022865$31.2B
Q2 2022823$29.1B
Q1 2022817$31.0B
Q4 2021854$30.1B
Q3 2021775$26.3B
Q2 2021779$24.6B
Q1 2021732$20.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q3 2023.

Institutions holding AJG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$80.00%0New
Sofos Investments, Inc.1$3640.00%−74−98.7%Reduced
Perkins Coie Trust Co2$4490.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$4500.00%00.0%Unchanged
Evermay Wealth Management LLC2$4500.00%+2New
Delos Wealth Advisors, LLC3$6750.00%00.0%Unchanged
Motco3$6750.00%00.0%Unchanged
Tfo-TDC, LLC3$6750.00%00.0%Unchanged
West Paces Advisors Inc.3$6750.00%+3New
Ibex Wealth Advisors4$9080.20%−14,320−100.0%Reduced
TFC Financial Management5$1.13K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC6$1.35K0.00%00.0%Unchanged
Orion Capital Management LLC7$1.57K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC7$1.57K0.00%+1+16.7%Added
Sachetta, LLC7$1.57K0.00%+7New
O'Dell Group, LLC7$1.58K0.00%+7New
Capital Advisors, Ltd. LLC8$2.00K0.00%00.0%Unchanged
Avion Wealth9$2.00K0.00%−4−30.8%Reduced
Long Island Wealth Management, Inc.8$2.00K0.00%+8New
Impact Partnership Wealth, LLC9$2.02K0.00%−4−30.8%Reduced
Albion Financial Group10$2.25K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$2.25K0.00%+10New
J.Safra Asset Management Corp11$2.47K0.00%+11New
Able Wealth Management LLC11$2.57K0.00%+11New
C M Bidwell & Associates Ltd12$2.70K0.00%00.0%Unchanged
CoreFirst Bank & Trust12$2.70K0.00%00.0%Unchanged
Dunhill Financial, LLC13$2.86K0.00%+13New
Criterion Capital Advisors, LLC13$2.92K0.00%+13New
Team Financial Group, LLC14$3.23K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$3.37K0.00%+15New
ICA Group Wealth Management, LLC16$3.60K0.00%+16New
Valued Wealth Advisors LLC16$3.65K0.00%+16New
Pin Oak Investment Advisors Inc16$4.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd20$4.00K0.00%+20New
Kayne Anderson Rudnick Investment Management LLC18$4.05K0.00%00.0%Unchanged
Solstein Capital, LLC20$4.50K0.00%00.0%Unchanged
Castleview Partners, LLC21$4.72K0.00%00.0%Unchanged
LGT Financial Advisors LLC21$4.72K0.01%00.0%Unchanged
MCF Advisors LLC21$4.72K0.00%00.0%Unchanged
Gradient Investments LLC21$4.78K0.00%−6−22.2%Reduced
HighMark Wealth Management LLC22$4.95K0.00%00.0%Unchanged
Perritt Capital Management Inc22$4.96K0.00%−15−40.5%Reduced
Eagle Bay Advisors LLC23$5.15K0.00%−5−17.9%Reduced
Fortitude Family Office, LLC23$5.17K0.00%+23New
Chilton Capital Management LLC23$5.17K0.00%+23New
Aspect Partners, LLC24$5.40K0.00%+24New
Pineridge Advisors LLC25$5.62K0.00%+25New
Raffa Wealth Management, LLC26$5.85K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC28$6.30K0.00%+28New
Rakuten Securities, Inc.29$6.52K0.01%+29New
Washington Trust Co30$6.76K0.00%+30New
Sandy Spring Bank34$7.65K0.00%+25+277.8%Added
Cetera Trust Company, N.A34$7.65K0.00%+34New
Financial Synergies Wealth Advisors, Inc.41$7.73K0.00%−230−84.9%Reduced
Caitlin John, LLC35$7.87K0.01%+35New
Wetzel Investment Advisors, Inc.37$8.00K0.00%+37New
Bell Investment Advisors, Inc38$8.55K0.00%−2−5.0%Reduced
Abound Wealth Management38$8.60K0.00%−3−7.3%Reduced
Westside Investment Management, Inc.39$8.77K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC40$9.00K0.00%+40New
Valley National Advisers Inc41$9.00K0.00%+36+720.0%Added
Moisand Fitzgerald Tamayo, LLC42$9.45K0.00%00.0%Unchanged
Global Financial Private Client, LLC43$9.67K0.00%00.0%Unchanged
Capital Analysts, LLC47$10.0K0.00%+37+370.0%Added
Smartleaf Asset Management LLC49$10.9K0.00%+49New
Keener Financial Planning LLC49$11.0K0.01%+49New
Jones Financial Companies LLLP52$11.7K0.00%+40+333.3%Added
Quent Capital, LLC53$11.9K0.00%+53New
Scarborough Advisors, LLC53$12.0K0.00%+53New
Financial Management Professionals, Inc.54$12.0K0.00%−1−1.8%Reduced
United Community Bank55$12.4K0.01%00.0%Unchanged
Asset Dedication, LLC58$13.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.58$13.1K0.00%−3−4.9%Reduced
DiNuzzo Private Wealth, Inc.59$13.3K0.00%+59New
Loring Wolcott & Coolidge Fiduciary Advisors LLP60$13.9K0.00%00.0%Unchanged
Venturi Wealth Management, LLC62$13.9K0.00%+1+1.6%Added
Tennessee Valley Asset Management Partners65$14.5K0.00%+65New
Mascoma Wealth Management LLC67$15.1K0.00%00.0%Unchanged
CVA Family Office, LLC70$15.7K0.00%+70New
Planned Solutions, Inc.74$16.6K0.01%+74New
Core Alternative Capital76$17.1K0.00%−17−18.3%Reduced
Bogart Wealth, LLC78$17.5K0.00%+3+4.0%Added
Strategic Investment Solutions, Inc.93$20.9K0.00%−5,766−98.4%Reduced
FinTrust Capital Advisors, LLC93$20.9K0.00%−10−9.7%Reduced
FSA Wealth Management LLC94$21.0K0.01%+94New
Evergreen Private Wealth LLC96$21.6K0.01%+96New
TSFG, LLC96$22.0K0.01%−71−42.5%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA100$22.5K0.01%+100New
Colonial Trust Co101$22.7K0.00%−14−12.2%Reduced
Ogorek Anthony Joseph109$24.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC117$26.3K0.01%−4−3.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC119$26.8K0.00%+5+4.4%Added
Richardson Financial Services Inc.120$27.0K0.02%+120New
Farmers & Merchants Investments Inc122$27.4K0.00%−1−0.8%Reduced
MV Capital Management, Inc.128$28.8K0.00%+2+1.6%Added
JFS Wealth Advisors, LLC129$29.0K0.00%+13+11.2%Added
SJS Investment Consulting Inc.129$29.0K0.01%+106+460.9%Added
Glen Eagle Advisors, LLC130$29.2K0.01%00.0%Unchanged
Hollencrest Capital Management133$29.9K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC136$30.6K0.00%+23+20.4%Added