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 | 1,341 | $69.7B |
| Q2 2025 | 1,379 | $72.9B |
| Q1 2025 | 1,359 | $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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 3,991 | $897.5K | 0.02% | +1,438+56.3% | Added |
| Alberta Investment Management Corp | 4,000 | $899.5K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,038 | $908.1K | 0.16% | −420−9.4% | Reduced |
| Private Trust Co NA | 4,062 | $913.6K | 0.11% | −153−3.6% | Reduced |
| Private Advisory Group LLC | 4,104 | $922.9K | 0.16% | +455+12.5% | Added |
| Nelson Capital Management, LLC | 4,123 | $927.2K | 0.21% | +4,123 | New |
| St Germain D J Co Inc | 4,219 | $948.8K | 0.05% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,228 | $950.8K | 0.05% | +2,968+235.6% | Added |
| Alera Investment Advisors, LLC | 4,233 | $951.9K | 0.12% | −82−1.9% | Reduced |
| EPG Wealth Management LLC | 4,028 | $952.0K | 0.25% | +223+5.9% | Added |
| Tritonpoint Wealth, LLC | 4,293 | $965.5K | 0.09% | +4,293 | New |
| Veriti Management LLC | 4,299 | $966.9K | 0.09% | +288+7.2% | Added |
| AIA Group Ltd | 4,323 | $972.2K | 0.04% | −2,133−33.0% | Reduced |
| Ellis Investment Partners, LLC | 4,333 | $974.4K | 0.23% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,352 | $978.7K | 0.01% | +4,352 | New |
| Davenport & Co LLC | 4,356 | $979.6K | 0.01% | +1,212+38.5% | Added |
| Haverford Trust Co | 4,368 | $982.3K | 0.01% | −9,218−67.8% | Reduced |
| Dana Investment Advisors, Inc. | 4,383 | $985.6K | 0.05% | +110+2.6% | Added |
| Vestcor Inc | 4,393 | $988.0K | 0.03% | −58−1.3% | Reduced |
| Keeley-Teton Advisors, LLC | 4,480 | $1.01M | 0.13% | −144−3.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,516 | $1.02M | 0.03% | +4,516 | New |
| Everence Capital Management Inc | 4,520 | $1.02M | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,547 | $1.02M | 0.04% | +4,547 | New |
| Stratos Wealth Advisors, LLC | 4,558 | $1.03M | 0.06% | +118+2.7% | Added |
| Sunbelt Securities, Inc. | 4,564 | $1.03M | 0.13% | +162+3.7% | Added |
| Balentine LLC | 4,568 | $1.03M | 0.03% | +137+3.1% | Added |
| Iams Wealth Management, LLC | 4,575 | $1.03M | 0.67% | −622−12.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,612 | $1.04M | 0.08% | −50−1.1% | Reduced |
| Ossiam | 4,623 | $1.04M | 0.02% | +530+12.9% | Added |
| USA Financial Portformulas Corp | 4,642 | $1.04M | 0.18% | +4,639+154,633.3% | Added |
| Lido Advisors, LLC | 4,644 | $1.04M | 0.01% | +1,827+64.9% | Added |
| J. W. Coons Advisors, LLC | 4,693 | $1.06M | 0.29% | −5−0.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,700 | $1.06M | 0.83% | +200+4.4% | Added |
| Virtue Capital Management, LLC | 4,876 | $1.10M | 0.22% | +38+0.8% | Added |
| TD Waterhouse Canada Inc. | 4,739 | $1.10M | 0.01% | +1,108+30.5% | Added |
| Essex Investment Management Co LLC | 4,902 | $1.10M | 0.22% | −178−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 4,927 | $1.11M | 0.03% | +2,251+84.1% | Added |
| Penobscot Investment Management Company, Inc. | 4,978 | $1.12M | 0.13% | +503+11.2% | Added |
| Qsemble Capital Management, LP | 5,013 | $1.13M | 0.28% | +5,013 | New |
| Lincoln National Corp | 5,073 | $1.14M | 0.02% | +1,351+36.3% | Added |
| Hanlon Investment Management, Inc. | 5,092 | $1.15M | 0.36% | −1,216−19.3% | Reduced |
| Coppell Advisory Solutions LLC | 5,097 | $1.15M | 0.23% | +1,268+33.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,128 | $1.15M | 0.02% | −315−5.8% | Reduced |
| FJ Investments, LLC | 5,146 | $1.16M | 0.05% | +5,146 | New |
| Axxcess Wealth Management, LLC | 5,179 | $1.16M | 0.03% | −2,664−34.0% | Reduced |
| F/M Investments LLC | 5,200 | $1.17M | 0.66% | +5,200 | New |
| Quantitative Investment Management, LLC | 5,231 | $1.18M | 0.07% | +5,231 | New |
| Covenant Partners, LLC | 5,288 | $1.19M | 0.38% | −20−0.4% | Reduced |
| Degroof Petercam Asset Management | 5,300 | $1.19M | 0.02% | +5,300 | New |
| Tokio Marine Asset Management Co Ltd | 5,301 | $1.19M | 0.07% | +514+10.7% | Added |
| Oak Ridge Investments LLC | 5,368 | $1.21M | 0.14% | −318−5.6% | Reduced |
| Gilbert & Cook, Inc. | 5,398 | $1.21M | 0.17% | +259+5.0% | Added |
| World Equity Group, Inc. | 5,420 | $1.22M | 0.24% | −894−14.2% | Reduced |
| Disciplined Investments, LLC | 5,471 | $1.23M | 0.72% | −10.0% | Reduced |
| Evercore Wealth Management, LLC | 5,566 | $1.25M | 0.02% | +67+1.2% | Added |
| Arthur M. Cohen & Associates, LLC | 5,542 | $1.26M | 0.30% | +920+19.9% | Added |
| RSM US Wealth Management LLC | 5,595 | $1.26M | 0.03% | +5,595 | New |
| Seelaus Asset Management LLC | 5,603 | $1.26M | 1.23% | −10−0.2% | Reduced |
| South Dakota Investment Council | 5,624 | $1.26M | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 5,677 | $1.28M | 0.02% | +19+0.3% | Added |
| Principal Securities, Inc. | 5,693 | $1.28M | 0.05% | +5,693 | New |
| Williamson Legacy Group, LLC | 5,698 | $1.28M | 1.19% | +5,698 | New |
| Great Valley Advisor Group, Inc. | 5,732 | $1.29M | 0.05% | +3,666+177.4% | Added |
| Concurrent Investment Advisors, LLC | 5,748 | $1.29M | 0.06% | +5,748 | New |
| Builder Investment Group Inc | 5,802 | $1.30M | 0.47% | −208−3.5% | Reduced |
| RFG Advisory, LLC | 5,805 | $1.31M | 0.05% | +1,470+33.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,904 | $1.33M | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 5,926 | $1.33M | 0.01% | +135+2.3% | Added |
| Dakota Wealth Management | 6,010 | $1.35M | 0.05% | −38,079−86.4% | Reduced |
| Schechter Investment Advisors, LLC | 6,038 | $1.36M | 0.12% | +42+0.7% | Added |
| Paragon Advisors, LLC | 6,047 | $1.36M | 0.57% | +6,047 | New |
| Capital Group Investment Management Pte. Ltd. | 6,080 | $1.37M | 0.14% | +116+1.9% | Added |
| Crawford Investment Counsel Inc | 6,089 | $1.37M | 0.03% | +82+1.4% | Added |
| Credit Agricole S A | 6,109 | $1.37M | 0.03% | +4,082+201.4% | Added |
| Stephens Inc | 6,288 | $1.41M | 0.02% | −168−2.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,338 | $1.43M | 0.04% | −725−10.3% | Reduced |
| FJ Capital Management LLC | 6,360 | $1.43M | 0.14% | −667−9.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,420 | $1.44M | 0.59% | +6,420 | New |
| Compass Ion Advisors, LLC | 6,491 | $1.46M | 0.23% | −17−0.3% | Reduced |
| Harbor Advisors LLC | 6,500 | $1.46M | 0.28% | +1,000+18.2% | Added |
| Cetera Advisors LLC | 6,511 | $1.46M | 0.02% | +3,550+119.9% | Added |
| Prosperity Consulting Group, LLC | 6,513 | $1.46M | 0.49% | +1,303+25.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,544 | $1.47M | 0.08% | +892+15.8% | Added |
| Proequities, Inc. | 6,593 | $1.48M | 0.11% | −163−2.4% | Reduced |
| FORA Capital, LLC | 6,594 | $1.48M | 0.13% | +6,594 | New |
| TownSquare Capital, LLC | 6,683 | $1.50M | 0.03% | −184−2.7% | Reduced |
| Nations Financial Group Inc, | 6,765 | $1.52M | 0.14% | +6,765 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,833 | $1.54M | 0.04% | +30+0.4% | Added |
| Sawtooth Solutions, LLC | 6,918 | $1.56M | 0.04% | +324+4.9% | Added |
| Heritage Wealth Management, LLC | 6,928 | $1.56M | 0.84% | +6,928 | New |
| Bleakley Financial Group, LLC | 6,956 | $1.56M | 0.05% | +362+5.5% | Added |
| AE Wealth Management LLC | 6,773 | $1.58M | 0.01% | +3,905+136.2% | Added |
| WBH Advisory Inc | 7,028 | $1.58M | 0.18% | −22−0.3% | Reduced |
| Leeward Financial Partners, LLC | 7,031 | $1.58M | 0.76% | +61+0.9% | Added |
| Assetmark, Inc | 7,040 | $1.58M | 0.01% | +2,832+67.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,063 | $1.59M | 0.02% | +252+3.7% | Added |
| Contravisory Investment Management, Inc. | 7,101 | $1.60M | 0.39% | −104−1.4% | Reduced |
| HighPoint Advisor Group LLC | 6,505 | $1.60M | 0.11% | +6,505 | New |
| Siemens Fonds Invest GmbH | 7,215 | $1.62M | 0.13% | +1,560+27.6% | Added |
| Geller Advisors LLC | 7,235 | $1.63M | 0.16% | +6,289+664.8% | Added |