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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: 1,359 institutionsQ2 2025: 1,379 institutionsQ3 2025: 1,341 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 20251,341$69.7B
Q2 20251,379$72.9B
Q1 20251,359$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
Diversified Trust Co3,467$779.7K0.03%+142+4.3%Added
Vident Advisory, LLC3,428$770.9K0.02%+1,551+82.6%Added
Paloma Partners Management Co3,380$760.1K0.13%+3,380New
Marino, Stram & Associates LLC3,369$757.6K0.20%00.0%Unchanged
Allred Capital Management, LLC3,342$751.6K0.33%+4+0.1%Added
Horizon Investments, LLC3,339$750.9K0.02%+350+11.7%Added
GPS Wealth Strategies Group, LLC3,329$748.6K0.14%+92+2.8%Added
Fiduciary Family Office, LLC3,324$747.6K0.33%+3,324New
Prudent Man Advisors, LLC3,323$747.3K0.28%−83−2.4%Reduced
VeraBank, N.A.3,300$742.1K0.25%00.0%Unchanged
Rothschild Investment LLC3,297$741.4K0.06%+3,297New
Lebenthal Global Advisors, LLC3,292$740.3K0.17%+3,292New
Everett Harris & Co3,289$739.6K0.01%+25+0.8%Added
Greenleaf Trust3,282$738.1K0.01%+315+10.6%Added
Accurate Wealth Management, LLC3,178$737.3K0.23%−222−6.5%Reduced
AlphaMark Advisors, LLC3,263$734.0K0.28%−99−2.9%Reduced
PFG Investments, LLC3,262$733.6K0.14%+355+12.2%Added
Financial Counselors Inc3,255$732.0K0.01%+50+1.6%Added
Dentgroup LLC3,218$723.8K0.64%00.0%Unchanged
Ascent Wealth Partners, LLC3,217$723.4K0.12%+450+16.3%Added
Woodward Diversified Capital, LLC3,212$722.3K0.45%−111−3.3%Reduced
Capital Asset Advisory Services LLC3,174$713.7K0.04%−443−12.2%Reduced
Wetherby Asset Management Inc3,168$712.4K0.04%−2−0.1%Reduced
RMB Capital Management, LLC3,165$711.7K0.02%+309+10.8%Added
Checchi Capital Advisers, LLC3,152$708.8K0.06%+20+0.6%Added
PAX Financial Group, LLC2,979$706.1K0.15%−350−10.5%Reduced
Citizens Financial Group Inc3,131$704.1K0.02%+3,131New
Great Lakes Retirement, Inc.3,112$699.8K0.12%+3,112New
Toroso Investments, LLC3,097$696.5K0.02%−1,104−26.3%Reduced
Dover Advisors, LLC3,087$694.2K0.91%−1,722−35.8%Reduced
Clifford Swan Investment Counsel LLC3,084$693.5K0.03%−182−5.6%Reduced
Private Ocean, LLC3,081$692.8K0.07%+4+0.1%Added
Full Sail Capital, LLC3,067$689.7K0.05%00.0%Unchanged
NEOS Investment Management LLC3,059$687.9K0.07%+825+36.9%Added
Advisors Capital Management, LLC3,034$682.0K0.01%+301+11.0%Added
Park National Corp3,027$680.7K0.03%00.0%Unchanged
Argus Investors' Counsel, Inc.2,983$670.8K0.43%+2,983New
Wedmont Private Capital2,931$670.8K0.05%−88−2.9%Reduced
Texas Capital Bancshares Inc2,953$664.1K0.35%−149−4.8%Reduced
Kozak & Associates, Inc.2,810$656.1K0.21%00.0%Unchanged
Fairfield Financial Advisors, LTD2,915$655.4K0.25%+2,405+471.6%Added
Profund Advisors LLC2,909$654.2K0.03%+442+17.9%Added
Achmea Investment Management B.V.2,908$654.0K0.01%00.0%Unchanged
D.A. Davidson & Co.2,899$651.9K0.01%+645+28.6%Added
Jefferies Financial Group Inc.2,899$651.9K0.01%+1,892+187.9%Added
Taikang Asset Management (Hong Kong) Co Ltd2,886$649.0K0.12%+16+0.6%Added
Burney Co2,885$648.8K0.03%+100+3.6%Added
Webster Bank, N. A.2,850$640.9K0.08%00.0%Unchanged
Occidental Asset Management, LLC2,837$638.0K0.13%−187−6.2%Reduced
Gladstone Institutional Advisory LLC2,812$632.4K0.04%+2,812New
Guyasuta Investment Advisors Inc2,800$629.7K0.05%00.0%Unchanged
MQS Management LLC2,745$617.3K0.34%+2,745New
Heartland Bank & Trust Co2,737$615.5K0.42%−150−5.2%Reduced
Empowered Funds, LLC2,706$608.5K0.02%+489+22.1%Added
Bokf, NA2,703$607.9K0.01%−1,114−29.2%Reduced
PGGM Investments2,697$607.0K0.01%+680+33.7%Added
Advisor OS, LLC2,696$606.3K0.08%+2,696New
American National Bank2,677$602.0K0.09%00.0%Unchanged
Aigen Investment Management, LP2,674$601.3K0.11%+1,277+91.4%Added
Clearstead Advisors, LLC2,671$600.7K0.03%+96+3.7%Added
Menard Financial Group LLC2,667$599.8K0.74%+896+50.6%Added
Parallel Advisors, LLC2,646$595.1K0.02%−81−3.0%Reduced
Quantinno Capital Management LP2,631$592.0K0.02%+668+34.0%Added
ERn Financial, LLC2,495$591.2K0.11%+25+1.0%Added
Duncker Streett & Co Inc2,600$584.7K0.12%+2,600New
Linscomb & Williams, Inc.2,577$579.5K0.03%−25−1.0%Reduced
Boothbay Fund Management, LLC2,559$575.5K0.02%+596+30.4%Added
Mather Group, LLC.2,528$568.5K0.01%+409+19.3%Added
Scotia Capital Inc.2,523$567.3K0.00%00.0%Unchanged
Bank of New Hampshire2,500$562.2K0.16%−45−1.8%Reduced
Court Place Advisors, LLC2,498$561.8K0.18%00.0%Unchanged
Okabena Investment Services Inc2,494$560.9K0.22%+2,494New
Clarus Wealth Advisors2,347$556.1K0.33%+2,347New
Jump Financial, LLC2,452$551.4K0.02%+2,452New
Edge Capital Group, LLC2,446$550.1K0.03%+652+36.3%Added
Trust Point Inc.2,417$543.5K0.04%+2,417New
Stevens Capital Management LP2,415$543.0K0.14%+2,415New
Two Sigma Securities, LLC2,411$542.2K0.02%+2,411New
Trust Asset Management LLC2,404$540.6K0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.2,399$539.5K0.02%−88−3.5%Reduced
Forte Capital LLC2,395$538.6K0.07%+44+1.9%Added
Roundview Capital LLC2,388$537.0K0.05%00.0%Unchanged
Meeder Advisory Services, Inc.2,363$531.4K0.06%−55−2.3%Reduced
Anchor Investment Management, LLC2,361$530.8K0.06%+800+51.2%Added
Forum Financial Management, LP2,338$525.8K0.01%00.0%Unchanged
Montag A & Associates Inc2,300$517.2K0.03%00.0%Unchanged
Phocas Financial Corp.2,300$517.2K0.07%00.0%Unchanged
Clifford Group, LLC2,298$516.9K0.48%−2−0.1%Reduced
Ingalls & Snyder LLC2,293$516.0K0.02%−7−0.3%Reduced
Steward Partners Investment Advisory, LLC2,290$514.9K0.01%+261+12.9%Added
McGlone Suttner Wealth Management, Inc.2,286$514.0K0.10%+88+4.0%Added
OneAscent Financial Services LLC2,276$512.0K0.06%+965+73.6%Added
Stock Yards Bank & Trust Co2,268$510.0K0.02%+3+0.1%Added
Country Club Bank2,277$508.8K0.04%00.0%Unchanged
Cigna Investments Inc2,262$508.0K0.11%00.0%Unchanged
HB Wealth Management, LLC2,221$499.5K0.01%+91+4.3%Added
Qtron Investments LLC2,215$498.1K0.08%00.0%Unchanged
Live Oak Private Wealth LLC2,215$498.1K0.09%+200+9.9%Added
Syon Capital LLC2,213$497.7K0.05%+315+16.6%Added
Keybank National Association2,206$496.1K0.00%+44+2.0%Added