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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 1,512 | $378.1K | 0.06% | +1,512 | New |
| Heritage Wealth Advisors | 1,498 | $374.6K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,487 | $371.7K | 0.01% | +82+5.8% | Added |
| Independent Advisor Alliance | 1,485 | $371.4K | 0.01% | +1,485 | New |
| Values First Advisors, Inc. | 1,485 | $371.2K | 0.22% | +520+53.9% | Added |
| Pinnacle Associates Ltd | 1,468 | $367.1K | 0.01% | +2+0.1% | Added |
| SYSTM Wealth Solutions LLC | 1,464 | $366.1K | 0.05% | +294+25.1% | Added |
| Lantz Financial LLC | 1,445 | $361.3K | 0.12% | −17−1.2% | Reduced |
| Sciencast Management LP | 1,433 | $358.3K | 0.22% | +1,433 | New |
| Citadel Advisors LLC | 1,420 | $355.1K | 0.00% | −185,196−99.2% | Reduced |
| PGGM Investments | 1,420 | $355.0K | 0.01% | −1,277−47.3% | Reduced |
| Mutual Advisors, LLC | 1,417 | $354.2K | 0.01% | −20−1.4% | Reduced |
| Choate Investment Advisors | 1,411 | $352.8K | 0.01% | −24−1.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,408 | $352.1K | 0.05% | −18−1.3% | 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 |
| Stratos Wealth Advisors, LLC | 1,390 | $347.7K | 0.02% | −3,168−69.5% | Reduced |
| W Advisors, LLC | 1,388 | $347.1K | 0.24% | +15+1.1% | Added |
| OneAscent Wealth Management LLC | 1,380 | $345.0K | 0.13% | +119+9.4% | Added |
| Caldwell Trust Co | 1,370 | $342.6K | 0.04% | +274+25.0% | Added |
| ASB Consultores, LLC | 1,366 | $341.6K | 0.09% | +1,366 | New |
| Cozad Asset Management Inc | 1,360 | $340.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,359 | $339.8K | 0.02% | −25−1.8% | Reduced |
| Austin Private Wealth, LLC | 1,368 | $335.7K | 0.04% | +192+16.3% | Added |
| BancorpSouth Bank | 1,326 | $331.6K | 0.02% | −365−21.6% | Reduced |
| Trust Point Inc. | 1,324 | $331.1K | 0.03% | −1,093−45.2% | Reduced |
| Western Wealth Management, LLC | 1,308 | $327.1K | 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 |
| Symmetry Partners, LLC | 1,303 | $326.0K | 0.03% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,301 | $325.4K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,296 | $324.3K | 0.01% | −112−8.0% | Reduced |
| Huntington National Bank | 1,294 | $323.6K | 0.00% | −82−6.0% | Reduced |
| First Business Financial Services, Inc. | 1,287 | $321.8K | 0.03% | −7−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,281 | $320.3K | 0.01% | +1,162+976.5% | Added |
| Berkshire Asset Management LLC | 1,270 | $318.0K | 0.02% | −3−0.2% | Reduced |
| MBB Public Markets I LLC | 1,267 | $316.8K | 0.02% | +1,267 | New |
| Regal Investment Advisors LLC | 1,262 | $315.6K | 0.02% | +47+3.9% | Added |
| Shelton Capital Management | 1,256 | $314.1K | 0.01% | −250−16.6% | Reduced |
| TCTC Holdings, LLC | 1,254 | $313.6K | 0.01% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,250 | $312.6K | 0.05% | +1,250 | New |
| Modera Wealth Management, LLC | 1,246 | $311.6K | 0.00% | +120+10.7% | Added |
| 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 |
| McAdam, LLC | 1,234 | $308.5K | 0.02% | +1,234 | New |
| Paloma Partners Management Co | 1,231 | $307.8K | 0.04% | −2,149−63.6% | Reduced |
| Allen Capital Group, LLC | 1,228 | $307.0K | 0.04% | +1,228 | New |
| We Are One Seven, LLC | 1,223 | $305.8K | 0.02% | −113−8.5% | Reduced |
| Wayfinding Financial, LLC | 1,239 | $303.0K | 0.18% | +11+0.9% | Added |
| Westpac Banking Corp | 1,211 | $302.8K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 1,206 | $301.5K | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,205 | $301.3K | 0.01% | +111+10.1% | Added |
| Carderock Capital Management Inc | 1,200 | $300.0K | 0.08% | +1,200 | New |
| Spinnaker Trust | 1,195 | $298.8K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,194 | $298.5K | 0.07% | −1,480−55.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,186 | $296.5K | 0.04% | +1,186 | New |
| Twinbeech Capital LP | 1,183 | $295.8K | 0.01% | −138,506−99.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,180 | $295.0K | 0.12% | +1,180 | New |
| Kowal Investment Group, LLC | 1,179 | $294.9K | 0.06% | +71+6.4% | Added |
| Verition Fund Management LLC | 1,171 | $292.8K | 0.00% | +87+8.0% | Added |
| Fulton Bank, N.A. | 1,166 | $291.5K | 0.01% | −234−16.7% | Reduced |
| Braun-Bostich & Associates Inc. | 1,164 | $291.0K | 0.24% | −319−21.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,156 | $289.0K | 0.01% | −6−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 1,153 | $288.3K | 0.01% | −9−0.8% | Reduced |
| Wrenne Financial Planning LLC | 1,153 | $288.3K | 0.21% | +1,153 | New |
| Opal Wealth Advisors, LLC | 1,145 | $286.3K | 0.10% | −370−24.4% | Reduced |
| Ignite Planners, LLC | 1,157 | $286.0K | 0.08% | −16−1.4% | Reduced |
| Tucker Asset Management LLC | 1,135 | $283.7K | 0.07% | +210+22.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,134 | $283.6K | 0.01% | +1,134 | New |
| HBK Sorce Advisory LLC | 1,130 | $282.6K | 0.01% | +8+0.7% | Added |
| Sentry Investment Management LLC | 1,127 | $282.0K | 0.11% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,127 | $281.8K | 0.03% | +16+1.4% | Added |
| Roble, Belko & Company, Inc | 1,123 | $281.0K | 0.05% | −62−5.2% | Reduced |
| Jacobi Capital Management LLC | 1,118 | $279.4K | 0.03% | +171+18.1% | Added |
| BCJ Capital Management, LLC | 1,114 | $278.5K | 0.02% | +1,114 | New |
| Excalibur Management Corp | 1,109 | $277.4K | 0.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,109 | $277.3K | 0.01% | +24+2.2% | Added |
| City Holding Co | 1,106 | $276.5K | 0.04% | −50−4.3% | Reduced |
| StoneX Group Inc. | 1,100 | $275.1K | 0.02% | +1,100 | New |
| Capital Advisors Inc | 1,085 | $271.3K | 0.01% | +116+12.0% | Added |
| Los Angeles Capital Management LLC | 1,081 | $270.3K | 0.00% | −28−2.5% | Reduced |
| Formidable Asset Management, LLC | 1,069 | $267.3K | 0.04% | 00.0% | Unchanged |
| Natixis | 1,065 | $266.3K | 0.00% | −46,360−97.8% | Reduced |
| Foundations Investment Advisors, LLC | 1,057 | $264.3K | 0.01% | −56−5.0% | Reduced |
| Clarius Group, LLC | 1,056 | $264.0K | 0.02% | −210−16.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 1,043 | $260.8K | 0.14% | +3+0.3% | Added |
| 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 |
| Hilltop Holdings Inc. | 1,037 | $259.3K | 0.03% | +1,037 | New |
| Manchester Capital Management LLC | 1,035 | $258.8K | 0.03% | +898+655.5% | Added |
| West Branch Capital LLC | 1,027 | $256.8K | 0.10% | −553−35.0% | Reduced |
| Abn Amro Investment Solutions | 1,013 | $253.3K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,006 | $251.6K | 0.01% | +95+10.4% | Added |
| Kaizen Financial Strategies | 1,002 | $250.6K | 0.17% | +2+0.2% | Added |
| 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 |
| Garde Capital, Inc. | 1,000 | $250.0K | 0.02% | 00.0% | Unchanged |
| LongView Wealth Management | 999 | $249.8K | 0.10% | −19−1.9% | Reduced |
| Penserra Capital Management LLC | 1,001 | $249.0K | 0.00% | −947−48.6% | Reduced |