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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,556 | $350.0K | 0.01% | −1,376−46.9% | Reduced |
| Hoxton Planning & Management, LLC | 1,556 | $350.0K | 0.19% | −292−15.8% | Reduced |
| Brevan Howard Capital Management LP | 1,562 | $351.3K | 0.04% | +1,562 | New |
| Legacy Capital Wealth Partners, LLC | 1,568 | $352.5K | 0.10% | −20−1.3% | Reduced |
| Graypoint LLC | 1,571 | $353.3K | 0.03% | +123+8.5% | Added |
| River Wealth Advisors LLC | 1,577 | $354.6K | 0.06% | −47−2.9% | Reduced |
| West Branch Capital LLC | 1,580 | $355.3K | 0.17% | −200−11.2% | Reduced |
| Patron Partners Advisors, LLC | 1,585 | $356.4K | 0.24% | +79+5.2% | Added |
| Compton Wealth Advisory Group, LLC | 1,591 | $357.8K | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,599 | $359.6K | 0.01% | −282−15.0% | Reduced |
| LS Investment Advisors, LLC | 1,600 | $359.8K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,623 | $365.0K | 0.33% | +1,623 | New |
| Lockerman Financial Group, Inc. | 1,630 | $366.6K | 0.85% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,650 | $371.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,651 | $371.3K | 0.04% | −249−13.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,658 | $372.9K | 0.05% | +35+2.2% | Added |
| Miller Investment Management, LP | 1,672 | $376.0K | 0.05% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,687 | $379.4K | 0.11% | −32−1.9% | Reduced |
| BancorpSouth Bank | 1,691 | $380.3K | 0.03% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,693 | $380.7K | 0.27% | +1,693 | New |
| Vestor Capital, LLC | 1,693 | $381.0K | 0.04% | −130−7.1% | Reduced |
| Prio Wealth Limited Partnership | 1,696 | $381.4K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 1,700 | $382.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,713 | $385.9K | 0.01% | +296+20.9% | Added |
| Successful Portfolios LLC | 1,720 | $386.8K | 0.29% | −3−0.2% | Reduced |
| RiverGlades Family Offices LLC | 1,646 | $387.8K | 0.31% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,725 | $387.9K | 0.01% | +19+1.1% | Added |
| Longview Financial Advisors, Inc. | 1,728 | $388.8K | 0.31% | +1,728 | New |
| Personal Cfo Solutions, LLC | 1,731 | $389.4K | 0.07% | +120+7.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,732 | $389.5K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 1,750 | $393.5K | 0.11% | −250−12.5% | Reduced |
| Pinnacle Financial Partners Inc | 1,756 | $394.9K | 0.01% | +237+15.6% | Added |
| Wintrust Investments LLC | 1,769 | $398.0K | 0.04% | −147−7.7% | Reduced |
| Csenge Advisory Group | 1,770 | $398.0K | 0.02% | +52+3.0% | Added |
| Cookson Peirce & Co Inc | 1,776 | $399.0K | 0.02% | +84+5.0% | Added |
| Boston Common Asset Management, LLC | 1,790 | $403.0K | 0.01% | −770−30.1% | Reduced |
| Bartlett & Co. LLC | 1,804 | $403.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,804 | $403.1K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,800 | $404.8K | 0.12% | −5−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,803 | $405.5K | 0.03% | +77+4.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,806 | $406.1K | 0.82% | +1,806 | New |
| Drive Wealth Management, LLC | 1,828 | $411.0K | 0.13% | +74+4.2% | Added |
| Lake Street Financial LLC | 1,842 | $414.2K | 0.07% | −17−0.9% | Reduced |
| Simmons Bank | 1,845 | $414.9K | 0.03% | −3−0.2% | Reduced |
| Perpetual Ltd | 1,852 | $416.5K | 0.00% | −742−28.6% | Reduced |
| Invesco, LLC | 1,858 | $417.8K | 0.19% | −25−1.3% | Reduced |
| Change Path, LLC | 1,870 | $420.0K | 0.03% | +37+2.0% | Added |
| WSFS Capital Management, LLC | 1,874 | $421.4K | 0.03% | +1,874 | New |
| UniSuper Management Pty Ltd | 1,876 | $421.9K | 0.00% | +276+17.3% | Added |
| Archford Capital Strategies, LLC | 1,879 | $422.4K | 0.08% | −691−26.9% | Reduced |
| Spire Wealth Management | 1,781 | $425.2K | 0.01% | +608+51.8% | Added |
| Northside Capital Management, LLC | 1,891 | $425.2K | 0.13% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,895 | $426.1K | 0.06% | −190−9.1% | Reduced |
| Mirabella Financial Services LLP | 1,901 | $427.5K | 0.06% | +1,901 | New |
| Penserra Capital Management LLC | 1,948 | $437.0K | 0.01% | −4,116−67.9% | Reduced |
| Hamilton Capital Partners Inc. | 1,947 | $437.8K | 0.09% | +580+42.4% | Added |
| Silver Oak Securities, Inc | 1,984 | $446.1K | 0.06% | +1,984 | New |
| Insigneo Advisory Services, LLC | 1,986 | $446.6K | 0.06% | +1,986 | New |
| Eqis Capital Management, Inc. | 1,995 | $448.7K | 0.04% | −828−29.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,996 | $448.9K | 0.01% | −138−6.5% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $449.8K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,010 | $451.0K | 0.00% | −1,646−45.0% | Reduced |
| Balboa Wealth Partners | 2,026 | $455.6K | 0.15% | −271−11.8% | Reduced |
| Shell Asset Management Co | 2,051 | $461.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,057 | $462.6K | 0.02% | −16−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,059 | $463.0K | 0.09% | −520−20.2% | Reduced |
| Ellevest, Inc. | 2,080 | $467.8K | 0.03% | −6−0.3% | Reduced |
| Pitcairn Co | 2,085 | $468.9K | 0.03% | +119+6.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,093 | $470.7K | 0.04% | +7+0.3% | Added |
| Pathway Financial Advisors LLC | 2,100 | $472.2K | 0.14% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,108 | $473.0K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2,105 | $473.4K | 0.13% | +300+16.6% | Added |
| Colonial Trust Advisors | 2,115 | $475.6K | 0.05% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 2,120 | $476.8K | 0.37% | +2,120 | New |
| Kolinsky Wealth Management, LLC | 2,151 | $483.7K | 0.43% | +187+9.5% | Added |
| Somerset Trust Co | 2,159 | $485.5K | 0.21% | −636−22.8% | Reduced |
| Oakworth Capital, Inc. | 2,160 | $485.7K | 0.04% | +160+8.0% | Added |
| Desjardins Global Asset Management Inc. | 2,162 | $486.2K | 0.05% | −1,386−39.1% | Reduced |
| Intact Investment Management Inc. | 2,200 | $494.7K | 0.02% | +2,200 | New |
| Trust Co of Virginia | 2,203 | $495.4K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,203 | $495.4K | 0.02% | −337−13.3% | Reduced |
| KLR Investment Advisors, LLC | 2,206 | $496.1K | 0.36% | +96+4.5% | Added |
| Keybank National Association | 2,206 | $496.1K | 0.00% | +44+2.0% | Added |
| Syon Capital LLC | 2,213 | $497.7K | 0.05% | +315+16.6% | Added |
| Qtron Investments LLC | 2,215 | $498.1K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,215 | $498.1K | 0.09% | +200+9.9% | Added |
| HB Wealth Management, LLC | 2,221 | $499.5K | 0.01% | +91+4.3% | Added |
| Cigna Investments Inc | 2,262 | $508.0K | 0.11% | 00.0% | Unchanged |
| Country Club Bank | 2,277 | $508.8K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,268 | $510.0K | 0.02% | +3+0.1% | Added |
| OneAscent Financial Services LLC | 2,276 | $512.0K | 0.06% | +965+73.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,286 | $514.0K | 0.10% | +88+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,290 | $514.9K | 0.01% | +261+12.9% | Added |
| Ingalls & Snyder LLC | 2,293 | $516.0K | 0.02% | −7−0.3% | Reduced |
| Clifford Group, LLC | 2,298 | $516.9K | 0.48% | −2−0.1% | Reduced |
| Phocas Financial Corp. | 2,300 | $517.2K | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,300 | $517.2K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,338 | $525.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,361 | $530.8K | 0.06% | +800+51.2% | Added |
| Meeder Advisory Services, Inc. | 2,363 | $531.4K | 0.06% | −55−2.3% | Reduced |