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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 2,388 | $537.0K | 0.05% | 00.0% | Unchanged |
| Forte Capital LLC | 2,395 | $538.6K | 0.07% | +44+1.9% | Added |
| Ameritas Investment Partners, Inc. | 2,399 | $539.5K | 0.02% | −88−3.5% | Reduced |
| Trust Asset Management LLC | 2,404 | $540.6K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,411 | $542.2K | 0.02% | +2,411 | New |
| Stevens Capital Management LP | 2,415 | $543.0K | 0.14% | +2,415 | New |
| Trust Point Inc. | 2,417 | $543.5K | 0.04% | +2,417 | New |
| Edge Capital Group, LLC | 2,446 | $550.1K | 0.03% | +652+36.3% | Added |
| Jump Financial, LLC | 2,452 | $551.4K | 0.02% | +2,452 | New |
| Clarus Wealth Advisors | 2,347 | $556.1K | 0.33% | +2,347 | New |
| Okabena Investment Services Inc | 2,494 | $560.9K | 0.22% | +2,494 | New |
| Court Place Advisors, LLC | 2,498 | $561.8K | 0.18% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,500 | $562.2K | 0.16% | −45−1.8% | Reduced |
| Scotia Capital Inc. | 2,523 | $567.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,528 | $568.5K | 0.01% | +409+19.3% | Added |
| Boothbay Fund Management, LLC | 2,559 | $575.5K | 0.02% | +596+30.4% | Added |
| Linscomb & Williams, Inc. | 2,577 | $579.5K | 0.03% | −25−1.0% | Reduced |
| Duncker Streett & Co Inc | 2,600 | $584.7K | 0.12% | +2,600 | New |
| ERn Financial, LLC | 2,495 | $591.2K | 0.11% | +25+1.0% | Added |
| Quantinno Capital Management LP | 2,631 | $592.0K | 0.02% | +668+34.0% | Added |
| Parallel Advisors, LLC | 2,646 | $595.1K | 0.02% | −81−3.0% | Reduced |
| Menard Financial Group LLC | 2,667 | $599.8K | 0.74% | +896+50.6% | Added |
| Clearstead Advisors, LLC | 2,671 | $600.7K | 0.03% | +96+3.7% | Added |
| Aigen Investment Management, LP | 2,674 | $601.3K | 0.11% | +1,277+91.4% | Added |
| American National Bank | 2,677 | $602.0K | 0.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,696 | $606.3K | 0.08% | +2,696 | New |
| PGGM Investments | 2,697 | $607.0K | 0.01% | +680+33.7% | Added |
| Bokf, NA | 2,703 | $607.9K | 0.01% | −1,114−29.2% | Reduced |
| Empowered Funds, LLC | 2,706 | $608.5K | 0.02% | +489+22.1% | Added |
| Heartland Bank & Trust Co | 2,737 | $615.5K | 0.42% | −150−5.2% | Reduced |
| MQS Management LLC | 2,745 | $617.3K | 0.34% | +2,745 | New |
| Guyasuta Investment Advisors Inc | 2,800 | $629.7K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,812 | $632.4K | 0.04% | +2,812 | New |
| Occidental Asset Management, LLC | 2,837 | $638.0K | 0.13% | −187−6.2% | Reduced |
| Webster Bank, N. A. | 2,850 | $640.9K | 0.08% | 00.0% | Unchanged |
| Burney Co | 2,885 | $648.8K | 0.03% | +100+3.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,886 | $649.0K | 0.12% | +16+0.6% | Added |
| D.A. Davidson & Co. | 2,899 | $651.9K | 0.01% | +645+28.6% | Added |
| Jefferies Financial Group Inc. | 2,899 | $651.9K | 0.01% | +1,892+187.9% | Added |
| Achmea Investment Management B.V. | 2,908 | $654.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,909 | $654.2K | 0.03% | +442+17.9% | Added |
| Fairfield Financial Advisors, LTD | 2,915 | $655.4K | 0.25% | +2,405+471.6% | Added |
| Kozak & Associates, Inc. | 2,810 | $656.1K | 0.21% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2,953 | $664.1K | 0.35% | −149−4.8% | Reduced |
| Wedmont Private Capital | 2,931 | $670.8K | 0.05% | −88−2.9% | Reduced |
| Argus Investors' Counsel, Inc. | 2,983 | $670.8K | 0.43% | +2,983 | New |
| Park National Corp | 3,027 | $680.7K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,034 | $682.0K | 0.01% | +301+11.0% | Added |
| NEOS Investment Management LLC | 3,059 | $687.9K | 0.07% | +825+36.9% | Added |
| Full Sail Capital, LLC | 3,067 | $689.7K | 0.05% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,081 | $692.8K | 0.07% | +4+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 3,084 | $693.5K | 0.03% | −182−5.6% | Reduced |
| Dover Advisors, LLC | 3,087 | $694.2K | 0.91% | −1,722−35.8% | Reduced |
| Toroso Investments, LLC | 3,097 | $696.5K | 0.02% | −1,104−26.3% | Reduced |
| Great Lakes Retirement, Inc. | 3,112 | $699.8K | 0.12% | +3,112 | New |
| Citizens Financial Group Inc | 3,131 | $704.1K | 0.02% | +3,131 | New |
| PAX Financial Group, LLC | 2,979 | $706.1K | 0.15% | −350−10.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,152 | $708.8K | 0.06% | +20+0.6% | Added |
| RMB Capital Management, LLC | 3,165 | $711.7K | 0.02% | +309+10.8% | Added |
| Wetherby Asset Management Inc | 3,168 | $712.4K | 0.04% | −2−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 3,174 | $713.7K | 0.04% | −443−12.2% | Reduced |
| Woodward Diversified Capital, LLC | 3,212 | $722.3K | 0.45% | −111−3.3% | Reduced |
| Ascent Wealth Partners, LLC | 3,217 | $723.4K | 0.12% | +450+16.3% | Added |
| Dentgroup LLC | 3,218 | $723.8K | 0.64% | 00.0% | Unchanged |
| Financial Counselors Inc | 3,255 | $732.0K | 0.01% | +50+1.6% | Added |
| PFG Investments, LLC | 3,262 | $733.6K | 0.14% | +355+12.2% | Added |
| AlphaMark Advisors, LLC | 3,263 | $734.0K | 0.28% | −99−2.9% | Reduced |
| Accurate Wealth Management, LLC | 3,178 | $737.3K | 0.23% | −222−6.5% | Reduced |
| Greenleaf Trust | 3,282 | $738.1K | 0.01% | +315+10.6% | Added |
| Everett Harris & Co | 3,289 | $739.6K | 0.01% | +25+0.8% | Added |
| Lebenthal Global Advisors, LLC | 3,292 | $740.3K | 0.17% | +3,292 | New |
| Rothschild Investment LLC | 3,297 | $741.4K | 0.06% | +3,297 | New |
| VeraBank, N.A. | 3,300 | $742.1K | 0.25% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,323 | $747.3K | 0.28% | −83−2.4% | Reduced |
| Fiduciary Family Office, LLC | 3,324 | $747.6K | 0.33% | +3,324 | New |
| GPS Wealth Strategies Group, LLC | 3,329 | $748.6K | 0.14% | +92+2.8% | Added |
| Horizon Investments, LLC | 3,339 | $750.9K | 0.02% | +350+11.7% | Added |
| Allred Capital Management, LLC | 3,342 | $751.6K | 0.33% | +4+0.1% | Added |
| Marino, Stram & Associates LLC | 3,369 | $757.6K | 0.20% | 00.0% | Unchanged |
| Paloma Partners Management Co | 3,380 | $760.1K | 0.13% | +3,380 | New |
| Vident Advisory, LLC | 3,428 | $770.9K | 0.02% | +1,551+82.6% | Added |
| Diversified Trust Co | 3,467 | $779.7K | 0.03% | +142+4.3% | Added |
| Signaturefd, LLC | 3,467 | $779.7K | 0.02% | +57+1.7% | Added |
| Financial Advocates Investment Management | 3,471 | $780.6K | 0.05% | +86+2.5% | Added |
| Mitchell Sinkler & Starr | 3,500 | $787.1K | 0.14% | −50−1.4% | Reduced |
| Wedbush Securities Inc | 3,588 | $807.0K | 0.04% | −63−1.7% | Reduced |
| DoubleLine ETF Adviser LP | 3,595 | $808.4K | 0.23% | +276+8.3% | Added |
| Trustmark National Bank Trust Department | 3,614 | $812.7K | 0.07% | −13−0.4% | Reduced |
| Lakeview Capital Partners, LLC | 3,630 | $816.3K | 0.14% | +907+33.3% | Added |
| HMS Capital Management, LLC | 3,727 | $838.1K | 0.52% | +3,727 | New |
| Tiaa Trust, National Association | 3,729 | $838.6K | 0.00% | +291+8.5% | Added |
| Sawgrass Asset Management LLC | 3,745 | $842.2K | 0.09% | −346−8.5% | Reduced |
| Axq Capital, LP | 3,800 | $854.5K | 0.23% | +3,800 | New |
| Guinness Atkinson Asset Management Inc | 3,802 | $855.0K | 0.44% | −111−2.8% | Reduced |
| Fiduciary Trust Co | 3,808 | $856.3K | 0.01% | +469+14.0% | Added |
| Park Place Capital Corp | 3,844 | $864.4K | 0.34% | −57−1.5% | Reduced |
| Argent Trust Co | 3,849 | $865.6K | 0.04% | +183+5.0% | Added |
| Raleigh Capital Management Inc. | 3,876 | $871.6K | 0.40% | −167−4.1% | Reduced |
| Schear Investment Advisers, LLC | 3,933 | $884.5K | 0.85% | +65+1.7% | Added |
| Wrapmanager Inc | 3,935 | $884.9K | 0.26% | +252+6.8% | Added |