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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,102 | $525.6K | 0.09% | +43+2.1% | Added |
| Hartline Investment Corp | 2,102 | $525.6K | 0.09% | +2,102 | New |
| MJP Associates Inc | 2,105 | $526.4K | 0.11% | +2,105 | New |
| Colonial Trust Advisors | 2,111 | $527.8K | 0.05% | −4−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,115 | $528.8K | 0.04% | +22+1.1% | Added |
| Smithfield Trust Co | 2,108 | $532.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,128 | $532.1K | 0.05% | −75−3.4% | Reduced |
| GeoWealth Management, LLC | 2,141 | $535.3K | 0.02% | +952+80.1% | Added |
| Somerset Trust Co | 2,159 | $539.8K | 0.22% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,178 | $544.6K | 0.22% | +2,178 | New |
| IFP Advisors, Inc | 2,179 | $544.8K | 0.02% | −24−1.1% | Reduced |
| Qtron Investments LLC | 2,215 | $553.8K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,215 | $553.8K | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,268 | $567.1K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,277 | $569.0K | 0.11% | +15+0.7% | Added |
| Country Club Bank | 2,277 | $569.3K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,300 | $575.1K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,300 | $575.1K | 0.08% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,313 | $578.0K | 0.03% | +20+0.9% | Added |
| Keybank National Association | 2,313 | $578.3K | 0.00% | +107+4.9% | Added |
| Change Path, LLC | 2,323 | $581.0K | 0.02% | +453+24.2% | Added |
| Prosperity Wealth Management, Inc. | 2,331 | $582.8K | 0.28% | +2,331 | New |
| Clarus Wealth Advisors | 2,433 | $583.9K | 0.33% | +86+3.7% | Added |
| Forum Financial Management, LP | 2,338 | $584.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,345 | $586.3K | 0.02% | −54−2.3% | Reduced |
| Syon Capital LLC | 2,345 | $586.4K | 0.06% | +132+6.0% | Added |
| Pitcairn Co | 2,346 | $586.6K | 0.04% | +261+12.5% | Added |
| Dynasty Wealth Management, LLC | 2,351 | $587.8K | 0.02% | +2,351 | New |
| HB Wealth Management, LLC | 2,358 | $589.6K | 0.01% | +137+6.2% | Added |
| Kolinsky Wealth Management, LLC | 2,385 | $596.3K | 0.46% | +234+10.9% | Added |
| Roundview Capital LLC | 2,396 | $599.1K | 0.05% | +8+0.3% | Added |
| Clifford Group, LLC | 2,398 | $599.5K | 0.49% | +100+4.4% | Added |
| Trust Asset Management LLC | 2,404 | $601.1K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,464 | $601.2K | 0.03% | −710−22.4% | Reduced |
| Edge Capital Group, LLC | 2,406 | $601.6K | 0.03% | −40−1.6% | Reduced |
| Bridgefront Capital, LLC | 2,416 | $604.1K | 0.46% | +2,416 | New |
| Anchor Investment Management, LLC | 2,422 | $605.5K | 0.06% | +61+2.6% | Added |
| Jump Financial, LLC | 2,469 | $617.3K | 0.02% | +17+0.7% | Added |
| Meeder Advisory Services, Inc. | 2,471 | $617.9K | 0.06% | +108+4.6% | Added |
| Shell Asset Management Co | 2,399 | $622.0K | 0.03% | +348+17.0% | Added |
| Okabena Investment Services Inc | 2,494 | $623.6K | 0.21% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 2,498 | $624.6K | 0.20% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,500 | $625.1K | 0.16% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,800 | $629.7K | 0.05% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,523 | $630.8K | 0.00% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,542 | $635.6K | 0.11% | +47+1.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,559 | $639.7K | 0.12% | +273+11.9% | Added |
| Prudential PLC | 2,567 | $641.9K | 0.01% | −7,387−74.2% | Reduced |
| Linscomb & Williams, Inc. | 2,577 | $644.4K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,634 | $658.6K | 0.24% | −1,210−31.5% | Reduced |
| Clearstead Advisors, LLC | 2,649 | $660.9K | 0.03% | −22−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 2,680 | $670.0K | 0.01% | +2,680 | New |
| Heartland Bank & Trust Co | 2,716 | $679.1K | 0.39% | −21−0.8% | Reduced |
| Parallel Advisors, LLC | 2,719 | $679.8K | 0.02% | +73+2.8% | Added |
| Insigneo Advisory Services, LLC | 2,729 | $682.4K | 0.08% | +743+37.4% | Added |
| Bokf, NA | 2,769 | $684.4K | 0.01% | +66+2.4% | Added |
| Marsico Capital Management LLC | 2,746 | $686.6K | 0.02% | −11,976−81.3% | Reduced |
| Csenge Advisory Group | 2,779 | $694.9K | 0.04% | +1,009+57.0% | Added |
| OneAscent Financial Services LLC | 2,787 | $697.0K | 0.08% | +511+22.5% | Added |
| Catalina Capital Group, LLC | 2,798 | $699.6K | 0.30% | +678+32.0% | Added |
| SFM, LLC | 2,806 | $701.6K | 0.54% | +2,806 | New |
| Eschler Asset Management LLP | 2,808 | $702.1K | 0.45% | +2,808 | New |
| PAX Financial Group, LLC | 2,815 | $703.9K | 0.14% | −164−5.5% | Reduced |
| Burney Co | 2,840 | $710.1K | 0.03% | −45−1.6% | Reduced |
| Occidental Asset Management, LLC | 2,842 | $710.6K | 0.13% | +5+0.2% | Added |
| Webster Bank, N. A. | 2,850 | $712.6K | 0.08% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 2,867 | $716.9K | 0.42% | +2,727+1,947.9% | Added |
| Wedmont Private Capital | 2,944 | $718.7K | 0.05% | +13+0.4% | Added |
| Forte Capital LLC | 2,882 | $720.6K | 0.09% | +487+20.3% | Added |
| Kozak & Associates, Inc. | 2,821 | $720.8K | 0.19% | +11+0.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 2,886 | $721.6K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,891 | $722.8K | 0.01% | +601+26.2% | Added |
| Advisors Capital Management, LLC | 2,905 | $726.0K | 0.01% | −129−4.3% | Reduced |
| Occudo Quantitative Strategies LP | 2,913 | $728.4K | 0.13% | +2,913 | New |
| Checchi Capital Advisers, LLC | 2,917 | $729.4K | 0.06% | −235−7.5% | Reduced |
| D.A. Davidson & Co. | 2,934 | $733.6K | 0.01% | +35+1.2% | Added |
| Texas Capital Bancshares Inc | 2,943 | $735.9K | 0.33% | −10−0.3% | Reduced |
| J. W. Coons Advisors, LLC | 2,945 | $736.4K | 0.17% | −1,748−37.2% | Reduced |
| Compass Ion Advisors, LLC | 2,993 | $748.3K | 0.11% | −3,498−53.9% | Reduced |
| Accurate Wealth Management, LLC | 3,176 | $751.4K | 0.22% | −2−0.1% | Reduced |
| Park National Corp | 3,017 | $754.4K | 0.03% | −10−0.3% | Reduced |
| Argus Investors' Counsel, Inc. | 3,049 | $762.4K | 0.47% | +66+2.2% | Added |
| Full Sail Capital, LLC | 3,067 | $766.9K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 3,076 | $769.1K | 0.02% | −391−11.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,084 | $771.1K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 3,084 | $771.2K | 0.08% | +3+0.1% | Added |
| Greenleaf Trust | 3,152 | $788.1K | 0.01% | −130−4.0% | Reduced |
| Wetherby Asset Management Inc | 3,161 | $790.4K | 0.04% | −7−0.2% | Reduced |
| Intact Investment Management Inc. | 3,200 | $800.1K | 0.03% | +1,000+45.5% | Added |
| Arlington Trust Co LLC | 3,200 | $800.1K | 0.21% | +1,095+52.0% | Added |
| Great Lakes Retirement, Inc. | 3,211 | $802.9K | 0.12% | +99+3.2% | Added |
| Ascent Wealth Partners, LLC | 3,217 | $804.4K | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,222 | $805.6K | 0.01% | +516+19.1% | Added |
| Grey Street Capital, LLC | 3,243 | $810.9K | 0.11% | +3,243 | New |
| Prudent Man Advisors, LLC | 3,244 | $811.1K | 0.30% | −79−2.4% | Reduced |
| Triangle Securities Wealth Management | 3,248 | $812.1K | 0.23% | +1,993+158.8% | Added |
| Quantinno Capital Management LP | 3,259 | $815.0K | 0.02% | +628+23.9% | Added |
| Private Trust Co NA | 3,266 | $816.6K | 0.09% | −796−19.6% | Reduced |
| Financial Counselors Inc | 3,272 | $818.1K | 0.01% | +17+0.5% | Added |
| VeraBank, N.A. | 3,300 | $825.1K | 0.26% | 00.0% | Unchanged |