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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 863 | $215.8K | 0.02% | +863 | New |
| KLCM Advisors, Inc. | 865 | $216.2K | 0.03% | −187−17.8% | Reduced |
| Morningstar Investment Services LLC | 874 | $217.0K | 0.00% | −432−33.1% | Reduced |
| Ballentine Partners, LLC | 869 | $217.3K | 0.00% | +869 | New |
| Altfest L J & Co Inc | 873 | $218.0K | 0.03% | +873 | New |
| Encompass More Asset Management | 893 | $223.3K | 0.18% | +893 | New |
| Guardian Wealth Advisors, LLC | 896 | $224.0K | 0.03% | +896 | New |
| Green Harvest Asset Management LLC | 898 | $224.5K | 0.01% | −13−1.4% | Reduced |
| Westshore Wealth, LLC | 900 | $225.0K | 0.09% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 901 | $225.3K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 904 | $226.0K | 0.01% | +7+0.8% | Added |
| Valeo Financial Advisors, LLC | 962 | $227.8K | 0.01% | −226−19.0% | Reduced |
| Northwest Bancshares, Inc. | 917 | $229.3K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 941 | $229.8K | 0.04% | +37+4.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 920 | $230.0K | 0.01% | +23+2.6% | Added |
| EP Wealth Advisors, LLC | 925 | $231.2K | 0.00% | +925 | New |
| Hamilton Capital Partners Inc. | 925 | $231.3K | 0.03% | −1,022−52.5% | Reduced |
| Natixis Investment Managers International | 925 | $231.3K | 0.02% | −40−4.1% | Reduced |
| Investmark Advisory Group LLC | 926 | $231.5K | 0.13% | +1+0.1% | Added |
| Claret Asset Management Corp | 939 | $235.0K | 0.04% | −50−5.1% | Reduced |
| Summit Global Investments | 939 | $235.0K | 0.02% | +939 | New |
| Woodmont Investment Counsel LLC | 944 | $236.0K | 0.02% | +944 | New |
| Verdence Capital Advisors LLC | 953 | $238.4K | 0.02% | −10−1.0% | Reduced |
| Mengis Capital Management, Inc. | 968 | $242.0K | 0.04% | +968 | New |
| Arkadios Wealth Advisors | 968 | $242.2K | 0.02% | +17+1.8% | Added |
| Carret Asset Management, LLC | 975 | $243.8K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 994 | $245.7K | 0.11% | +994 | New |
| J.W. Cole Advisors, Inc. | 983 | $245.8K | 0.01% | +44+4.7% | Added |
| EverSource Wealth Advisors, LLC | 1,055 | $247.6K | 0.02% | +95+9.9% | Added |
| Grove Bank & Trust | 994 | $248.5K | 0.04% | −20−2.0% | Reduced |
| Penserra Capital Management LLC | 1,001 | $249.0K | 0.00% | −947−48.6% | Reduced |
| LongView Wealth Management | 999 | $249.8K | 0.10% | −19−1.9% | Reduced |
| Garde Capital, Inc. | 1,000 | $250.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $250.0K | 0.10% | −400−28.6% | Reduced |
| RBF Capital, LLC | 1,000 | $250.0K | 0.01% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,000 | $250.0K | 0.11% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,002 | $250.6K | 0.17% | +2+0.2% | Added |
| Lake Street Advisors Group, LLC | 1,006 | $251.6K | 0.01% | +95+10.4% | Added |
| Abn Amro Investment Solutions | 1,013 | $253.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,027 | $256.8K | 0.10% | −553−35.0% | Reduced |
| Manchester Capital Management LLC | 1,035 | $258.8K | 0.03% | +898+655.5% | Added |
| Hilltop Holdings Inc. | 1,037 | $259.3K | 0.03% | +1,037 | New |
| Douglas Lane & Associates, LLC | 1,042 | $260.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,042 | $260.5K | 0.03% | +16+1.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,043 | $260.8K | 0.14% | +3+0.3% | Added |
| Clarius Group, LLC | 1,056 | $264.0K | 0.02% | −210−16.6% | Reduced |
| Foundations Investment Advisors, LLC | 1,057 | $264.3K | 0.01% | −56−5.0% | Reduced |
| Natixis | 1,065 | $266.3K | 0.00% | −46,360−97.8% | Reduced |
| Formidable Asset Management, LLC | 1,069 | $267.3K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,081 | $270.3K | 0.00% | −28−2.5% | Reduced |
| Capital Advisors Inc | 1,085 | $271.3K | 0.01% | +116+12.0% | Added |
| StoneX Group Inc. | 1,100 | $275.1K | 0.02% | +1,100 | New |
| City Holding Co | 1,106 | $276.5K | 0.04% | −50−4.3% | Reduced |
| KCM Investment Advisors LLC | 1,109 | $277.3K | 0.01% | +24+2.2% | Added |
| Excalibur Management Corp | 1,109 | $277.4K | 0.12% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,114 | $278.5K | 0.02% | +1,114 | New |
| Jacobi Capital Management LLC | 1,118 | $279.4K | 0.03% | +171+18.1% | Added |
| Roble, Belko & Company, Inc | 1,123 | $281.0K | 0.05% | −62−5.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,127 | $281.8K | 0.03% | +16+1.4% | Added |
| Sentry Investment Management LLC | 1,127 | $282.0K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,130 | $282.6K | 0.01% | +8+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,134 | $283.6K | 0.01% | +1,134 | New |
| Tucker Asset Management LLC | 1,135 | $283.7K | 0.07% | +210+22.7% | Added |
| Ignite Planners, LLC | 1,157 | $286.0K | 0.08% | −16−1.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,145 | $286.3K | 0.10% | −370−24.4% | Reduced |
| Wrenne Financial Planning LLC | 1,153 | $288.3K | 0.21% | +1,153 | New |
| Steel Peak Wealth Management LLC | 1,153 | $288.3K | 0.01% | −9−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,156 | $289.0K | 0.01% | −6−0.5% | Reduced |
| Braun-Bostich & Associates Inc. | 1,164 | $291.0K | 0.24% | −319−21.5% | Reduced |
| Fulton Bank, N.A. | 1,166 | $291.5K | 0.01% | −234−16.7% | Reduced |
| Verition Fund Management LLC | 1,171 | $292.8K | 0.00% | +87+8.0% | Added |
| Kowal Investment Group, LLC | 1,179 | $294.9K | 0.06% | +71+6.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,180 | $295.0K | 0.12% | +1,180 | New |
| Twinbeech Capital LP | 1,183 | $295.8K | 0.01% | −138,506−99.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,186 | $296.5K | 0.04% | +1,186 | New |
| Aigen Investment Management, LP | 1,194 | $298.5K | 0.07% | −1,480−55.3% | Reduced |
| Spinnaker Trust | 1,195 | $298.8K | 0.02% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,200 | $300.0K | 0.08% | +1,200 | New |
| Perigon Wealth Management, LLC | 1,205 | $301.3K | 0.01% | +111+10.1% | Added |
| Renasant Bank | 1,206 | $301.5K | 0.21% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,211 | $302.8K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,239 | $303.0K | 0.18% | +11+0.9% | Added |
| We Are One Seven, LLC | 1,223 | $305.8K | 0.02% | −113−8.5% | Reduced |
| Allen Capital Group, LLC | 1,228 | $307.0K | 0.04% | +1,228 | New |
| Paloma Partners Management Co | 1,231 | $307.8K | 0.04% | −2,149−63.6% | Reduced |
| McAdam, LLC | 1,234 | $308.5K | 0.02% | +1,234 | New |
| West Family Investments, Inc. | 1,236 | $309.0K | 0.10% | +155+14.3% | Added |
| Cynosure Management, LLC | 1,236 | $309.0K | 0.06% | +1,236 | New |
| Modera Wealth Management, LLC | 1,246 | $311.6K | 0.00% | +120+10.7% | Added |
| Wilkins Investment Counsel Inc | 1,250 | $312.6K | 0.05% | +1,250 | New |
| TCTC Holdings, LLC | 1,254 | $313.6K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 1,256 | $314.1K | 0.01% | −250−16.6% | Reduced |
| Regal Investment Advisors LLC | 1,262 | $315.6K | 0.02% | +47+3.9% | Added |
| MBB Public Markets I LLC | 1,267 | $316.8K | 0.02% | +1,267 | New |
| Berkshire Asset Management LLC | 1,270 | $318.0K | 0.02% | −3−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,281 | $320.3K | 0.01% | +1,162+976.5% | Added |
| First Business Financial Services, Inc. | 1,287 | $321.8K | 0.03% | −7−0.5% | Reduced |
| Huntington National Bank | 1,294 | $323.6K | 0.00% | −82−6.0% | Reduced |
| First Horizon Advisors, Inc. | 1,296 | $324.3K | 0.01% | −112−8.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,301 | $325.4K | 0.03% | 00.0% | Unchanged |