Skip to main content
Livermore
Livermore
ZHEN

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
Capital Advisors Inc969$217.9K0.00%+969New
V-Square Quantitative Management LLC972$218.6K0.05%00.0%Unchanged
Carret Asset Management, LLC975$219.3K0.03%00.0%Unchanged
REAP Financial Group, LLC976$219.5K0.06%+976New
Claret Asset Management Corp989$222.0K0.04%+8+0.8%Added
RBF Capital, LLC1,000$224.9K0.01%00.0%Unchanged
Clarkston Capital Partners, LLC1,000$224.9K0.00%00.0%Unchanged
Trinity Financial Advisors LLC1,000$224.9K0.11%00.0%Unchanged
Kaizen Financial Strategies1,000$224.9K0.17%+1,000New
Garde Capital, Inc.1,000$225.0K0.02%00.0%Unchanged
Abn Amro Investment Solutions1,013$227.8K0.00%−182−15.2%Reduced
Grove Bank & Trust1,014$228.0K0.04%00.0%Unchanged
Tobam1,020$229.0K0.02%00.0%Unchanged
LongView Wealth Management1,018$230.2K0.10%+1,018New
Pinnacle Wealth Management Advisory Group, LLC1,026$230.7K0.03%−54−5.0%Reduced
Cherry Creek Investment Advisors, Inc.1,040$234.0K0.14%+2+0.2%Added
Douglas Lane & Associates, LLC1,042$234.3K0.00%−235−18.4%Reduced
KLCM Advisors, Inc.1,052$236.7K0.04%−6−0.6%Reduced
LGT Group Foundation1,066$238.2K0.01%00.0%Unchanged
Formidable Asset Management, LLC1,069$240.4K0.05%−300−21.9%Reduced
West Family Investments, Inc.1,081$243.1K0.08%+70+6.9%Added
Verition Fund Management LLC1,084$243.8K0.00%−1,105−50.5%Reduced
KCM Investment Advisors LLC1,085$244.0K0.01%−24−2.2%Reduced
GAMMA Investing LLC1,056$245.2K0.07%+1,056New
Perigon Wealth Management, LLC1,094$246.0K0.01%+6+0.6%Added
Caldwell Trust Co1,096$246.5K0.03%+55+5.3%Added
Colony Group, LLC1,105$248.0K0.00%+1,105New
Kowal Investment Group, LLC1,108$249.1K0.06%+197+21.6%Added
Los Angeles Capital Management LLC1,109$249.4K0.00%+22+2.0%Added
Excalibur Management Corp1,109$249.5K0.12%00.0%Unchanged
SeaCrest Wealth Management, LLC1,111$250.3K0.03%+10+0.9%Added
HBK Sorce Advisory LLC1,122$252.3K0.01%−108−8.8%Reduced
Sentry Investment Management LLC1,127$253.0K0.11%−121−9.7%Reduced
Modera Wealth Management, LLC1,126$253.3K0.00%+28+2.6%Added
Johnson Investment Counsel Inc1,136$255.5K0.00%+1,136New
Foundations Investment Advisors, LLC1,113$258.4K0.01%−78−6.5%Reduced
Truepoint, Inc.1,155$259.7K0.01%00.0%Unchanged
City Holding Co1,156$260.0K0.04%−142−10.9%Reduced
Oak Hill Wealth Advisors, LLC1,159$260.7K0.09%00.0%Unchanged
Carnegie Capital Asset Management, LLC1,162$261.2K0.01%+1+0.1%Added
Steel Peak Wealth Management LLC1,162$261.3K0.02%−41−3.4%Reduced
Old National Bancorp1,167$262.4K0.01%−221−15.9%Reduced
SYSTM Wealth Solutions LLC1,170$263.2K0.04%+200+20.6%Added
Ignite Planners, LLC1,173$263.9K0.08%−313−21.1%Reduced
Dynamic Technology Lab Private Ltd1,176$264.0K0.03%+1,176New
Austin Private Wealth, LLC1,176$264.5K0.03%−15−1.3%Reduced
Roble, Belko & Company, Inc1,185$266.0K0.05%+23+2.0%Added
GeoWealth Management, LLC1,189$267.0K0.02%+1,189New
Valeo Financial Advisors, LLC1,188$267.2K0.01%+255+27.3%Added
Oversea-Chinese Banking CORP Ltd1,193$268.3K0.01%+1,193New
Spinnaker Trust1,195$268.7K0.02%00.0%Unchanged
New Century Financial Group, LLC1,201$270.1K0.23%+1,201New
Conning Inc.1,206$271.2K0.01%+1,206New
Renasant Bank1,206$271.2K0.22%+52+4.5%Added
Westpac Banking Corp1,211$272.3K0.02%+363+42.8%Added
Regal Investment Advisors LLC1,215$273.3K0.02%+144+13.4%Added
Wayfinding Financial, LLC1,228$276.0K0.19%−80−6.1%Reduced
TCTC Holdings, LLC1,254$282.0K0.01%00.0%Unchanged
Triangle Securities Wealth Management1,255$282.2K0.09%+1,255New
OneAscent Wealth Management LLC1,261$284.0K0.11%+110+9.6%Added
Clarius Group, LLC1,266$284.7K0.02%−97−7.1%Reduced
Berkshire Asset Management LLC1,273$286.3K0.02%−46−3.5%Reduced
First Business Financial Services, Inc.1,294$291.0K0.03%−11−0.8%Reduced
Symmetry Partners, LLC1,303$291.0K0.02%−964−42.5%Reduced
Catalytic Wealth RIA, LLC1,296$291.4K0.13%+1,296New
Morningstar Investment Services LLC1,306$292.0K0.00%+1,306New
Cahaba Wealth Management, Inc.1,301$292.7K0.03%00.0%Unchanged
Western Wealth Management, LLC1,308$294.2K0.02%+11+0.8%Added
Fukoku Mutual Life Insurance Co1,312$295.0K0.02%−255−16.3%Reduced
Peterson Wealth Management1,318$296.4K0.27%+1,318New
Thoroughbred Financial Services, LLC1,330$299.0K0.02%−25−1.8%Reduced
We Are One Seven, LLC1,336$300.5K0.02%+125+10.3%Added
Transamerica Financial Advisors, Inc.1,336$301.0K0.04%+1,197+861.2%Added
Cozad Asset Management Inc1,360$305.8K0.04%00.0%Unchanged
Kapitalo Investimentos Ltda1,369$307.9K0.06%+883+181.7%Added
InterOcean Capital Group, LLC1,370$308.1K0.01%+78+6.0%Added
W Advisors, LLC1,373$308.8K0.23%+55+4.2%Added
Huntington National Bank1,376$309.4K0.00%−16−1.1%Reduced
Headlands Technologies LLC1,381$310.6K0.09%+1,381New
Trust Co of Vermont1,384$311.2K0.02%+96+7.5%Added
Strategic Blueprint, LLC1,386$311.7K0.03%−82−5.6%Reduced
Fulton Bank, N.A.1,400$314.8K0.01%−163−10.4%Reduced
RFP Financial Group LLC1,400$314.8K0.13%00.0%Unchanged
Mission Wealth Management, LP1,405$315.9K0.01%+251+21.8%Added
First Horizon Advisors, Inc.1,408$316.8K0.01%−262−15.7%Reduced
Shufro Rose & Co LLC1,400$319.1K0.03%00.0%Unchanged
Fidelis Capital Partners, LLC1,426$320.7K0.07%+101+7.6%Added
Choate Investment Advisors1,435$322.7K0.01%+45+3.2%Added
Mutual Advisors, LLC1,437$323.2K0.01%+6+0.4%Added
Lantz Financial LLC1,462$328.8K0.12%+1,462New
Pinnacle Associates Ltd1,466$329.6K0.01%−88−5.7%Reduced
NVWM, LLC1,472$331.0K0.10%+9+0.6%Added
Centric Wealth Management1,404$331.7K0.11%+15+1.1%Added
Braun-Bostich & Associates Inc.1,483$333.5K0.30%+1,483New
NorthRock Partners, LLC1,497$336.6K0.01%+1,497New
Heritage Wealth Advisors1,498$336.9K0.02%00.0%Unchanged
Shelton Capital Management1,506$338.7K0.01%00.0%Unchanged
Opal Wealth Advisors, LLC1,515$340.7K0.13%+180+13.5%Added
Equitable Holdings, Inc.1,531$344.4K0.00%+54+3.7%Added
Procyon Private Wealth Partners, LLC1,556$349.9K0.03%+82+5.6%Added