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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 1,303 | $326.0K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 1,305 | $326.3K | 0.01% | +99+8.2% | Added |
| Gen-Wealth Partners Inc | 1,305 | $326.3K | 0.16% | +1,305 | New |
| Western Wealth Management, LLC | 1,308 | $327.1K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 1,324 | $331.1K | 0.03% | −1,093−45.2% | Reduced |
| BancorpSouth Bank | 1,326 | $331.6K | 0.02% | −365−21.6% | Reduced |
| Austin Private Wealth, LLC | 1,368 | $335.7K | 0.04% | +192+16.3% | Added |
| Trust Co of Vermont | 1,359 | $339.8K | 0.02% | −25−1.8% | Reduced |
| Cozad Asset Management Inc | 1,360 | $340.1K | 0.04% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,366 | $341.6K | 0.09% | +1,366 | New |
| Caldwell Trust Co | 1,370 | $342.6K | 0.04% | +274+25.0% | Added |
| OneAscent Wealth Management LLC | 1,380 | $345.0K | 0.13% | +119+9.4% | Added |
| W Advisors, LLC | 1,388 | $347.1K | 0.24% | +15+1.1% | Added |
| Stratos Wealth Advisors, LLC | 1,390 | $347.7K | 0.02% | −3,168−69.5% | Reduced |
| Shufro Rose & Co LLC | 1,400 | $350.1K | 0.03% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,400 | $350.1K | 0.18% | +1,400 | New |
| Fidelis Capital Partners, LLC | 1,408 | $352.1K | 0.05% | −18−1.3% | Reduced |
| Choate Investment Advisors | 1,411 | $352.8K | 0.01% | −24−1.7% | Reduced |
| Mutual Advisors, LLC | 1,417 | $354.2K | 0.01% | −20−1.4% | Reduced |
| PGGM Investments | 1,420 | $355.0K | 0.01% | −1,277−47.3% | Reduced |
| Citadel Advisors LLC | 1,420 | $355.1K | 0.00% | −185,196−99.2% | Reduced |
| Sciencast Management LP | 1,433 | $358.3K | 0.22% | +1,433 | New |
| Lantz Financial LLC | 1,445 | $361.3K | 0.12% | −17−1.2% | Reduced |
| SYSTM Wealth Solutions LLC | 1,464 | $366.1K | 0.05% | +294+25.1% | Added |
| Pinnacle Associates Ltd | 1,468 | $367.1K | 0.01% | +2+0.1% | Added |
| Values First Advisors, Inc. | 1,485 | $371.2K | 0.22% | +520+53.9% | Added |
| Independent Advisor Alliance | 1,485 | $371.4K | 0.01% | +1,485 | New |
| Mission Wealth Management, LP | 1,487 | $371.7K | 0.01% | +82+5.8% | Added |
| Heritage Wealth Advisors | 1,498 | $374.6K | 0.02% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,512 | $378.1K | 0.06% | +1,512 | New |
| River Wealth Advisors LLC | 1,526 | $381.6K | 0.06% | −51−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,535 | $383.8K | 0.03% | −21−1.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,538 | $385.0K | 0.02% | −112−6.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,550 | $387.6K | 0.02% | +1,550 | New |
| Strategic Blueprint, LLC | 1,569 | $392.4K | 0.03% | +183+13.2% | Added |
| Hoxton Planning & Management, LLC | 1,575 | $393.8K | 0.19% | +19+1.2% | Added |
| Vestor Capital, LLC | 1,574 | $394.0K | 0.03% | −119−7.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,591 | $397.8K | 0.11% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,594 | $398.6K | 0.03% | −57−3.5% | Reduced |
| LS Investment Advisors, LLC | 1,600 | $400.1K | 0.06% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,609 | $402.3K | 0.02% | +112+7.5% | Added |
| Custom Index Systems, LLC | 1,612 | $403.1K | 0.23% | +1,612 | New |
| RiverGlades Family Offices LLC | 1,646 | $407.5K | 0.32% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,643 | $410.8K | 0.79% | −163−9.0% | Reduced |
| Longview Financial Advisors, Inc. | 1,644 | $411.3K | 0.31% | −84−4.9% | Reduced |
| Plato Investment Management Ltd | 1,651 | $412.8K | 0.04% | +1,197+263.7% | Added |
| GAMMA Investing LLC | 1,662 | $415.6K | 0.08% | +606+57.4% | Added |
| Catalytic Wealth RIA, LLC | 1,666 | $416.6K | 0.08% | +370+28.5% | Added |
| InterOcean Capital Group, LLC | 1,671 | $417.8K | 0.01% | +301+22.0% | Added |
| Miller Investment Management, LP | 1,672 | $418.1K | 0.05% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,685 | $421.3K | 0.29% | +484+40.3% | Added |
| AE Wealth Management LLC | 1,686 | $421.6K | 0.00% | −5,087−75.1% | Reduced |
| Prio Wealth Limited Partnership | 1,696 | $424.1K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 1,696 | $424.1K | 0.03% | +125+8.0% | Added |
| AMG National Trust Bank | 1,700 | $425.1K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,700 | $425.3K | 0.07% | −31−1.8% | Reduced |
| Ifrah Financial Services, Inc. | 1,705 | $426.3K | 0.12% | +18+1.1% | Added |
| XTX Topco Ltd | 1,710 | $427.6K | 0.06% | +1,710 | New |
| Successful Portfolios LLC | 1,713 | $428.3K | 0.29% | −7−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,715 | $428.8K | 0.35% | +92+5.7% | Added |
| Nomura Holdings Inc | 1,731 | $432.8K | 0.00% | −2,621−60.2% | Reduced |
| Quadrant Capital Group LLC | 1,734 | $433.6K | 0.03% | −69−3.8% | Reduced |
| Patron Partners Advisors, LLC | 1,735 | $433.9K | 0.26% | +150+9.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,737 | $434.3K | 0.03% | +5+0.3% | Added |
| Eqis Capital Management, Inc. | 1,743 | $435.7K | 0.03% | −252−12.6% | Reduced |
| Aptus Capital Advisors, LLC | 1,746 | $436.6K | 0.01% | +147+9.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,749 | $437.3K | 0.01% | +24+1.4% | Added |
| SC&H Financial Advisors, Inc. | 1,750 | $437.6K | 0.11% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,754 | $439.0K | 0.02% | −22−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,765 | $441.3K | 0.05% | +107+6.5% | Added |
| Simmons Bank | 1,768 | $442.1K | 0.03% | −77−4.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 1,895 | $444.7K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,783 | $445.7K | 0.01% | +227+14.6% | Added |
| Boston Common Asset Management, LLC | 1,790 | $448.0K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 1,794 | $448.6K | 0.06% | +1,794 | New |
| Archford Capital Strategies, LLC | 1,797 | $449.4K | 0.08% | −82−4.4% | Reduced |
| Invesco, LLC | 1,800 | $450.1K | 0.19% | −58−3.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,804 | $451.1K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,812 | $453.1K | 0.06% | −30−1.6% | Reduced |
| Equitable Holdings, Inc. | 1,819 | $454.8K | 0.01% | +288+18.8% | Added |
| WSFS Capital Management, LLC | 1,850 | $462.6K | 0.03% | −24−1.3% | Reduced |
| V-Square Quantitative Management LLC | 1,874 | $468.6K | 0.08% | +902+92.8% | Added |
| Northside Capital Management, LLC | 1,891 | $472.8K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,901 | $475.3K | 0.13% | +73+4.0% | Added |
| KLR Investment Advisors, LLC | 2,002 | $475.5K | 0.34% | −204−9.2% | Reduced |
| Mather Group, LLC. | 2,139 | $481.0K | 0.01% | −389−15.4% | Reduced |
| Spire Wealth Management | 1,947 | $486.7K | 0.01% | +166+9.3% | Added |
| Wintrust Investments LLC | 1,946 | $487.0K | 0.04% | +177+10.0% | Added |
| Horizon Kinetics Asset Management LLC | 1,996 | $499.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,997 | $499.3K | 0.07% | −680−25.4% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $500.1K | 0.10% | 00.0% | Unchanged |
| Settian Capital LP | 2,000 | $500.1K | 0.37% | +2,000 | New |
| Fukoku Mutual Life Insurance Co | 2,022 | $505.6K | 0.04% | +710+54.1% | Added |
| Dynamic Advisor Solutions LLC | 2,024 | $506.1K | 0.02% | +311+18.2% | Added |
| Balboa Wealth Partners | 2,028 | $507.1K | 0.16% | +2+0.1% | Added |
| Pinnacle Financial Partners Inc | 2,071 | $517.8K | 0.01% | +315+17.9% | Added |
| CX Institutional | 2,087 | $521.9K | 0.03% | +30+1.5% | Added |
| Ellevest, Inc. | 2,092 | $523.1K | 0.03% | +12+0.6% | Added |
| Oakworth Capital, Inc. | 2,093 | $523.3K | 0.04% | −67−3.1% | Reduced |
| Pathway Financial Advisors LLC | 2,100 | $525.1K | 0.14% | 00.0% | Unchanged |