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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 137 | $30.8K | 0.00% | +19+16.1% | Added |
| Logan Capital Management Inc | 140 | $31.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 140 | $31.5K | 0.02% | +140 | New |
| Hallmark Capital Management Inc | 143 | $32.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 145 | $32.6K | 0.01% | +145 | New |
| Ruedi Wealth Management, Inc. | 145 | $32.6K | 0.02% | +145 | New |
| Versant Capital Management, Inc | 147 | $33.1K | 0.01% | −5−3.3% | Reduced |
| Disciplina Capital Management LLC | 147 | $33.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $34.4K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 154 | $34.6K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 155 | $34.9K | 0.02% | +155 | New |
| DT Investment Partners, LLC | 152 | $35.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $36.4K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 165 | $37.1K | 0.00% | +165 | New |
| Delta Asset Management LLC | 173 | $38.9K | 0.00% | +3+1.8% | Added |
| Bruce G. Allen Investments, LLC | 173 | $38.9K | 0.04% | +173 | New |
| Prestige Wealth Management Group LLC | 176 | $39.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 177 | $39.8K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 182 | $40.9K | 0.02% | −258−58.6% | Reduced |
| Glassman Wealth Services | 188 | $42.3K | 0.01% | −5−2.6% | Reduced |
| Zions Bancorporation, N.A. | 190 | $42.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 192 | $43.1K | 0.02% | +51+36.2% | Added |
| Piscataqua Savings Bank | 200 | $45.0K | 0.04% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $45.0K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 200 | $45.0K | 0.01% | +200 | New |
| Broadwater Capital Management LLC | 200 | $45.0K | 0.04% | +200 | New |
| Loomis Sayles & Co L P | 201 | $45.0K | 0.00% | −38−15.9% | Reduced |
| Tortoise Investment Management, LLC | 201 | $45.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $47.0K | 0.03% | +4+2.0% | Added |
| Hoese & Co LLP | 200 | $49.8K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 254 | $57.1K | 0.03% | +254 | New |
| Larson Financial Group LLC | 265 | $59.6K | 0.01% | +196+284.1% | Added |
| Beacon Capital Management, LLC | 263 | $59.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 271 | $60.9K | 0.01% | +129+90.8% | Added |
| Capstone Investment Advisors, LLC | 275 | $61.8K | 0.00% | −303−52.4% | Reduced |
| Nemes Rush Group LLC | 277 | $62.3K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 302 | $67.9K | 0.00% | +302 | New |
| Groupama Asset Managment | 315 | $70.9K | 0.00% | +315 | New |
| Rosenberg Matthew Hamilton | 324 | $72.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 343 | $77.1K | 0.03% | +43+14.3% | Added |
| Deseret Mutual Benefit Administrators | 344 | $77.4K | 0.04% | −95−21.6% | Reduced |
| Cornerstone Planning Group LLC | 346 | $77.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 362 | $81.4K | 0.01% | +29+8.7% | Added |
| Focused Wealth Management, Inc | 380 | $85.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 391 | $88.1K | 0.01% | +274+234.2% | Added |
| Bangor Savings Bank | 414 | $93.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 420 | $94.5K | 0.01% | +35+9.1% | Added |
| Clean Yield Group | 451 | $101.4K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 454 | $102.1K | 0.13% | +454 | New |
| West Tower Group, LLC | 464 | $104.3K | 0.21% | +284+157.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 465 | $104.5K | 0.01% | +265+132.5% | Added |
| Chelsea Counsel Co | 475 | $106.8K | 0.06% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 475 | $107.0K | 0.09% | +32+7.2% | Added |
| Northwest Financial Advisors | 490 | $110.1K | 0.09% | +490 | New |
| CarsonAllaria Wealth Management, Ltd. | 496 | $111.6K | 0.08% | +1+0.2% | Added |
| VisionPoint Advisory Group, LLC | 524 | $117.8K | 0.04% | +422+413.7% | Added |
| NBC Securities, Inc. | 533 | $119.0K | 0.01% | +3+0.6% | Added |
| Rakuten Investment Management, Inc. | 534 | $119.3K | 0.00% | +534 | New |
| Center for Financial Planning, Inc. | 535 | $120.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 543 | $122.1K | 0.03% | −20−3.6% | Reduced |
| Atwood & Palmer Inc | 556 | $125.0K | 0.01% | +5+0.9% | Added |
| Fred Alger Management, LLC | 561 | $126.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 580 | $130.4K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $134.9K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 603 | $135.7K | 0.01% | +92+18.0% | Added |
| Ronald Blue Trust, Inc. | 599 | $136.0K | 0.00% | +106+21.5% | Added |
| HM Payson & Co | 611 | $137.4K | 0.00% | −13−2.1% | Reduced |
| Neo Ivy Capital Management | 712 | $160.0K | 0.36% | −492−40.9% | Reduced |
| Pflug Koory, LLC | 723 | $162.6K | 0.09% | 00.0% | Unchanged |
| Resources Management Corp | 731 | $164.0K | 0.02% | −57−7.2% | Reduced |
| Trust Co | 737 | $165.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 743 | $167.1K | 0.02% | +89+13.6% | Added |
| Exchange Traded Concepts, LLC | 764 | $171.8K | 0.00% | +747+4,394.1% | Added |
| Leonteq Securities AG | 771 | $173.4K | 0.02% | +478+163.1% | Added |
| West Oak Capital, LLC | 756 | $178.0K | 0.08% | −207−21.5% | Reduced |
| AlphaCentric Advisors LLC | 849 | $190.9K | 0.13% | +849 | New |
| Osterweis Capital Management Inc | 870 | $195.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 891 | $200.4K | 0.02% | +891 | New |
| My Legacy Advisors, LLC | 865 | $200.7K | 0.07% | −77−8.2% | Reduced |
| Moors & Cabot, Inc. | 897 | $201.7K | 0.01% | +897 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 897 | $201.7K | 0.01% | +897 | New |
| Westshore Wealth, LLC | 900 | $202.4K | 0.09% | −100−10.0% | Reduced |
| Nixon Peabody Trust Co | 901 | $202.6K | 0.02% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 902 | $202.8K | 0.22% | +902 | New |
| Green Harvest Asset Management LLC | 911 | $204.8K | 0.01% | +9+1.0% | Added |
| Lake Street Advisors Group, LLC | 911 | $204.9K | 0.01% | +911 | New |
| Meridian Wealth Management, LLC | 904 | $205.1K | 0.01% | +904 | New |
| Northwest Bancshares, Inc. | 917 | $206.2K | 0.04% | −89−8.8% | Reduced |
| Massmutual Trust Co FSB | 918 | $206.4K | 0.01% | +112+13.9% | Added |
| Tucker Asset Management LLC | 925 | $208.0K | 0.05% | +135+17.1% | Added |
| Investmark Advisory Group LLC | 925 | $208.0K | 0.12% | +925 | New |
| J.W. Cole Advisors, Inc. | 939 | $211.2K | 0.01% | −53−5.3% | Reduced |
| Jacobi Capital Management LLC | 947 | $212.9K | 0.02% | −287−23.3% | Reduced |
| Arkadios Wealth Advisors | 951 | $213.9K | 0.02% | +951 | New |
| EverSource Wealth Advisors, LLC | 960 | $215.7K | 0.02% | +70+7.9% | Added |
| Verdence Capital Advisors LLC | 963 | $216.6K | 0.02% | −11−1.1% | Reduced |
| Values First Advisors, Inc. | 965 | $217.0K | 0.13% | −551−36.3% | Reduced |
| Natixis Investment Managers International | 965 | $217.0K | 0.02% | −2,450−71.7% | Reduced |
| Cambridge Trust Co | 969 | $217.9K | 0.01% | +47+5.1% | Added |