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 | 1,341 | $69.7B |
| Q2 2025 | 1,379 | $72.9B |
| Q1 2025 | 1,359 | $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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 2,385 | $596.3K | 0.46% | +234+10.9% | Added |
| HB Wealth Management, LLC | 2,358 | $589.6K | 0.01% | +137+6.2% | Added |
| Dynasty Wealth Management, LLC | 2,351 | $587.8K | 0.02% | +2,351 | New |
| Pitcairn Co | 2,346 | $586.6K | 0.04% | +261+12.5% | Added |
| Syon Capital LLC | 2,345 | $586.4K | 0.06% | +132+6.0% | Added |
| Ameritas Investment Partners, Inc. | 2,345 | $586.3K | 0.02% | −54−2.3% | Reduced |
| Forum Financial Management, LP | 2,338 | $584.6K | 0.01% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 2,433 | $583.9K | 0.33% | +86+3.7% | Added |
| Prosperity Wealth Management, Inc. | 2,331 | $582.8K | 0.28% | +2,331 | New |
| Change Path, LLC | 2,323 | $581.0K | 0.02% | +453+24.2% | Added |
| Keybank National Association | 2,313 | $578.3K | 0.00% | +107+4.9% | Added |
| Ingalls & Snyder LLC | 2,313 | $578.0K | 0.03% | +20+0.9% | Added |
| 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 |
| Country Club Bank | 2,277 | $569.3K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,277 | $569.0K | 0.11% | +15+0.7% | Added |
| Stock Yards Bank & Trust Co | 2,268 | $567.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 2,179 | $544.8K | 0.02% | −24−1.1% | Reduced |
| Harvest Investment Services, LLC | 2,178 | $544.6K | 0.22% | +2,178 | New |
| Somerset Trust Co | 2,159 | $539.8K | 0.22% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,141 | $535.3K | 0.02% | +952+80.1% | Added |
| Trust Co of Virginia | 2,128 | $532.1K | 0.05% | −75−3.4% | Reduced |
| Smithfield Trust Co | 2,108 | $532.0K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,115 | $528.8K | 0.04% | +22+1.1% | Added |
| Colonial Trust Advisors | 2,111 | $527.8K | 0.05% | −4−0.2% | Reduced |
| MJP Associates Inc | 2,105 | $526.4K | 0.11% | +2,105 | New |
| 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 |
| Pathway Financial Advisors LLC | 2,100 | $525.1K | 0.14% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,093 | $523.3K | 0.04% | −67−3.1% | Reduced |
| Ellevest, Inc. | 2,092 | $523.1K | 0.03% | +12+0.6% | Added |
| CX Institutional | 2,087 | $521.9K | 0.03% | +30+1.5% | Added |
| Pinnacle Financial Partners Inc | 2,071 | $517.8K | 0.01% | +315+17.9% | Added |
| Balboa Wealth Partners | 2,028 | $507.1K | 0.16% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 2,024 | $506.1K | 0.02% | +311+18.2% | Added |
| Fukoku Mutual Life Insurance Co | 2,022 | $505.6K | 0.04% | +710+54.1% | Added |
| 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 |
| American National Bank | 1,997 | $499.3K | 0.07% | −680−25.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,996 | $499.1K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,946 | $487.0K | 0.04% | +177+10.0% | Added |
| Spire Wealth Management | 1,947 | $486.7K | 0.01% | +166+9.3% | Added |
| Mather Group, LLC. | 2,139 | $481.0K | 0.01% | −389−15.4% | Reduced |
| KLR Investment Advisors, LLC | 2,002 | $475.5K | 0.34% | −204−9.2% | Reduced |
| Drive Wealth Management, LLC | 1,901 | $475.3K | 0.13% | +73+4.0% | Added |
| Northside Capital Management, LLC | 1,891 | $472.8K | 0.08% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,874 | $468.6K | 0.08% | +902+92.8% | Added |
| WSFS Capital Management, LLC | 1,850 | $462.6K | 0.03% | −24−1.3% | Reduced |
| Equitable Holdings, Inc. | 1,819 | $454.8K | 0.01% | +288+18.8% | Added |
| Lake Street Financial LLC | 1,812 | $453.1K | 0.06% | −30−1.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,804 | $451.1K | 0.01% | 00.0% | Unchanged |
| Invesco, LLC | 1,800 | $450.1K | 0.19% | −58−3.1% | Reduced |
| Archford Capital Strategies, LLC | 1,797 | $449.4K | 0.08% | −82−4.4% | Reduced |
| Atom Investors LP | 1,794 | $448.6K | 0.06% | +1,794 | New |
| Boston Common Asset Management, LLC | 1,790 | $448.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,783 | $445.7K | 0.01% | +227+14.6% | Added |
| Alpine Woods Capital Investors, LLC | 1,895 | $444.7K | 0.09% | 00.0% | Unchanged |
| Simmons Bank | 1,768 | $442.1K | 0.03% | −77−4.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,765 | $441.3K | 0.05% | +107+6.5% | Added |
| Cookson Peirce & Co Inc | 1,754 | $439.0K | 0.02% | −22−1.2% | Reduced |
| SC&H Financial Advisors, Inc. | 1,750 | $437.6K | 0.11% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,749 | $437.3K | 0.01% | +24+1.4% | Added |
| Aptus Capital Advisors, LLC | 1,746 | $436.6K | 0.01% | +147+9.2% | Added |
| Eqis Capital Management, Inc. | 1,743 | $435.7K | 0.03% | −252−12.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,737 | $434.3K | 0.03% | +5+0.3% | Added |
| Patron Partners Advisors, LLC | 1,735 | $433.9K | 0.26% | +150+9.5% | Added |
| Quadrant Capital Group LLC | 1,734 | $433.6K | 0.03% | −69−3.8% | Reduced |
| Nomura Holdings Inc | 1,731 | $432.8K | 0.00% | −2,621−60.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,715 | $428.8K | 0.35% | +92+5.7% | Added |
| Successful Portfolios LLC | 1,713 | $428.3K | 0.29% | −7−0.4% | Reduced |
| XTX Topco Ltd | 1,710 | $427.6K | 0.06% | +1,710 | New |
| Ifrah Financial Services, Inc. | 1,705 | $426.3K | 0.12% | +18+1.1% | Added |
| Personal Cfo Solutions, LLC | 1,700 | $425.3K | 0.07% | −31−1.8% | Reduced |
| AMG National Trust Bank | 1,700 | $425.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 1,686 | $421.6K | 0.00% | −5,087−75.1% | Reduced |
| New Century Financial Group, LLC | 1,685 | $421.3K | 0.29% | +484+40.3% | Added |
| Miller Investment Management, LP | 1,672 | $418.1K | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,671 | $417.8K | 0.01% | +301+22.0% | Added |
| Catalytic Wealth RIA, LLC | 1,666 | $416.6K | 0.08% | +370+28.5% | Added |
| GAMMA Investing LLC | 1,662 | $415.6K | 0.08% | +606+57.4% | Added |
| Plato Investment Management Ltd | 1,651 | $412.8K | 0.04% | +1,197+263.7% | Added |
| Longview Financial Advisors, Inc. | 1,644 | $411.3K | 0.31% | −84−4.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,643 | $410.8K | 0.79% | −163−9.0% | Reduced |
| RiverGlades Family Offices LLC | 1,646 | $407.5K | 0.32% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,612 | $403.1K | 0.23% | +1,612 | New |
| NorthRock Partners, LLC | 1,609 | $402.3K | 0.02% | +112+7.5% | Added |
| LS Investment Advisors, LLC | 1,600 | $400.1K | 0.06% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,594 | $398.6K | 0.03% | −57−3.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,591 | $397.8K | 0.11% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,574 | $394.0K | 0.03% | −119−7.0% | Reduced |
| Hoxton Planning & Management, LLC | 1,575 | $393.8K | 0.19% | +19+1.2% | Added |
| Strategic Blueprint, LLC | 1,569 | $392.4K | 0.03% | +183+13.2% | Added |
| Beacon Investment Advisory Services, Inc. | 1,550 | $387.6K | 0.02% | +1,550 | New |
| Reynders McVeigh Capital Management, LLC | 1,538 | $385.0K | 0.02% | −112−6.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,535 | $383.8K | 0.03% | −21−1.3% | Reduced |
| River Wealth Advisors LLC | 1,526 | $381.6K | 0.06% | −51−3.2% | Reduced |