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, Q1 2024
Institutional positions in Arthur J. Gallagher & Co. as of Mar 31, 2024. 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
- 1,130
- +59 vs. Q4 2023
- Shares held
- 186.3M
- −25.9K (0.0%) vs. Q4 2023
- Total value
- $46.5B
- +$4.65B (+11.1%) vs. Q4 2023
- New holders
- 135
- 432 more added
- Sold out
- 76
- 398 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 133 | $33.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 134 | $33.5K | 0.01% | +134 | New |
| Logan Capital Management Inc | 140 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 143 | $35.8K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 145 | $36.3K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 145 | $36.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 147 | $36.8K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 147 | $36.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 150 | $37.5K | 0.00% | −819−84.5% | Reduced |
| ZRC Wealth Management, LLC | 151 | $37.8K | 0.02% | 00.0% | Unchanged |
| City State Bank | 150 | $38.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $38.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 154 | $38.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 159 | $39.7K | 0.01% | −817−83.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 162 | $40.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 174 | $43.1K | 0.01% | +174 | New |
| Delta Asset Management LLC | 173 | $43.3K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 176 | $44.0K | 0.03% | +176 | New |
| Prestige Wealth Management Group LLC | 176 | $44.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 177 | $44.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 178 | $44.5K | 0.04% | +5+2.9% | Added |
| Zions Bancorporation, N.A. | 187 | $46.8K | 0.00% | −3−1.6% | Reduced |
| Kelly Financial Services LLC | 192 | $48.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 195 | $48.8K | 0.02% | +95+95.0% | Added |
| Hoese & Co LLP | 200 | $48.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 196 | $49.0K | 0.03% | −11−5.3% | Reduced |
| Riverview Trust Co | 197 | $49.3K | 0.04% | +197 | New |
| Paladin Advisory Group, LLC | 200 | $49.4K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 200 | $50.0K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $50.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 201 | $50.3K | 0.01% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 206 | $51.5K | 0.00% | +41+24.8% | Added |
| GoalVest Advisory LLC | 208 | $52.0K | 0.02% | +26+14.3% | Added |
| Piscataqua Savings Bank | 213 | $53.3K | 0.05% | +13+6.5% | Added |
| Richardson Financial Services Inc. | 235 | $58.8K | 0.04% | +115+95.8% | Added |
| Hilltop National Bank | 240 | $60.0K | 0.02% | +240 | New |
| Loomis Sayles & Co L P | 250 | $63.0K | 0.00% | +49+24.4% | Added |
| Hexagon Capital Partners LLC | 263 | $65.8K | 0.01% | −8−3.0% | Reduced |
| Beacon Capital Management, LLC | 263 | $65.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 265 | $66.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 274 | $67.7K | 0.01% | +274 | New |
| Financial Synergies Wealth Advisors, Inc. | 272 | $68.0K | 0.01% | +231+563.4% | Added |
| Cornerstone Planning Group LLC | 287 | $68.5K | 0.02% | −59−17.1% | Reduced |
| Nemes Rush Group LLC | 277 | $69.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 298 | $74.5K | 0.01% | +298 | New |
| Groupama Asset Managment | 315 | $78.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 324 | $80.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 343 | $85.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 344 | $86.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 395 | $98.8K | 0.07% | +395 | New |
| Parkside Financial Bank & Trust | 407 | $101.8K | 0.02% | +45+12.4% | Added |
| AdvisorNet Financial, Inc | 408 | $102.0K | 0.01% | −12−2.9% | Reduced |
| Bangor Savings Bank | 414 | $103.5K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 435 | $108.0K | 0.00% | −8,046−94.9% | Reduced |
| VitalStone Financial, LLC | 444 | $111.0K | 0.08% | −31−6.5% | Reduced |
| Clean Yield Group | 451 | $112.8K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 465 | $116.2K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 475 | $118.8K | 0.07% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 497 | $124.4K | 0.08% | +1+0.2% | Added |
| Center for Financial Planning, Inc. | 535 | $133.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 538 | $134.0K | 0.01% | +5+0.9% | Added |
| Key Financial Inc | 543 | $135.8K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 556 | $139.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 560 | $140.0K | 0.00% | −14,558−96.3% | Reduced |
| Gables Capital Management Inc. | 580 | $145.0K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 600 | $150.0K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 611 | $152.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 613 | $153.3K | 0.00% | +14+2.3% | Added |
| Acadian Asset Management LLC | 637 | $159.0K | 0.00% | −1,373−68.3% | Reduced |
| Pflug Koory, LLC | 673 | $168.3K | 0.08% | −50−6.9% | Reduced |
| Resources Management Corp | 706 | $177.0K | 0.03% | −25−3.4% | Reduced |
| Trust Co | 737 | $184.3K | 0.02% | 00.0% | Unchanged |
| Tobam | 755 | $189.0K | 0.02% | −265−26.0% | Reduced |
| West Oak Capital, LLC | 756 | $189.0K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 757 | $189.3K | 0.01% | −113−13.0% | Reduced |
| Lindbrook Capital, LLC | 762 | $190.5K | 0.02% | +19+2.6% | Added |
| AlphaCentric Advisors LLC | 777 | $194.3K | 0.12% | −72−8.5% | Reduced |
| VisionPoint Advisory Group, LLC | 784 | $196.0K | 0.07% | +260+49.6% | Added |
| Fort Sheridan Advisors LLC | 800 | $200.0K | 0.04% | +800 | New |
| Fifth Third Wealth Advisors LLC | 800 | $200.0K | 0.03% | +800 | New |
| Massmutual Trust Co FSB | 805 | $201.3K | 0.01% | −113−12.3% | Reduced |
| 1620 Investment Advisors, Inc. | 808 | $202.0K | 0.21% | +808 | New |
| BOS Asset Management, LLC | 808 | $202.0K | 0.11% | +808 | New |
| Wealth Architects, LLC | 810 | $202.5K | 0.03% | +810 | New |
| Atomi Financial Group, Inc. | 811 | $202.8K | 0.02% | +811 | New |
| Vicus Capital | 814 | $203.6K | 0.02% | +814 | New |
| Smartleaf Asset Management LLC | 822 | $203.7K | 0.04% | +773+1,577.6% | Added |
| Patton Fund Management, Inc. | 815 | $203.8K | 0.04% | +815 | New |
| Legacy Financial Advisors, Inc. | 817 | $204.3K | 0.04% | +817 | New |
| Harbour Investments, Inc. | 818 | $204.4K | 0.01% | +215+35.7% | Added |
| Truepoint, Inc. | 818 | $204.5K | 0.01% | −337−29.2% | Reduced |
| Glenview Trust Co | 821 | $205.3K | 0.00% | +821 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 821 | $205.3K | 0.12% | +821 | New |
| Proficio Capital Partners LLC | 829 | $207.4K | 0.02% | +829 | New |
| Washington Trust Bank | 833 | $208.3K | 0.02% | −58−6.5% | Reduced |
| JT Stratford LLC | 834 | $208.5K | 0.04% | +834 | New |
| Aspiriant, LLC | 849 | $212.3K | 0.01% | +849 | New |
| Perennial Investment Advisors, LLC | 850 | $212.4K | 0.03% | +850 | New |
| Koshinski Asset Management, Inc. | 852 | $212.9K | 0.02% | +852 | New |
| Avestar Capital, LLC | 853 | $213.3K | 0.02% | +853 | New |