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, Q3 2024
Institutional positions in Arthur J. Gallagher & Co. as of Sep 30, 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
- 1,203
- +61 vs. Q2 2024
- Shares held
- 187.7M
- +16.0M (+9.3%) vs. Q2 2024
- Total value
- $52.8B
- +$8.24B (+18.5%) vs. Q2 2024
- New holders
- 121
- 435 more added
- Sold out
- 60
- 450 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 769 | $216.4K | 0.03% | −311−28.8% | Reduced |
| Paragon Private Wealth Management, LLC | 769 | $216.4K | 0.11% | +769 | New |
| Sage Mountain Advisors LLC | 772 | $217.2K | 0.02% | +772 | New |
| Altfest L J & Co Inc | 773 | $218.0K | 0.03% | −39−4.8% | Reduced |
| Crestmont Private Wealth LLC | 781 | $219.8K | 0.10% | +781 | New |
| Hibernia Wealth Partners, LLC | 782 | $220.0K | 0.08% | +10+1.3% | Added |
| Trust Point Inc. | 784 | $220.6K | 0.02% | +784 | New |
| FFT Wealth Management LLC | 786 | $221.3K | 0.02% | +786 | New |
| Portside Wealth Group, LLC | 788 | $221.7K | 0.04% | +788 | New |
| 9258 Wealth Management, LLC | 789 | $222.0K | 0.03% | +789 | New |
| Baader Bank INC | 829 | $223.0K | 0.02% | +829 | New |
| Proficio Capital Partners LLC | 792 | $223.0K | 0.02% | −64−7.5% | Reduced |
| LGL Partners, LLC | 797 | $224.3K | 0.03% | −5−0.6% | Reduced |
| Investment Advisory Services Inc | 799 | $224.9K | 0.08% | +799 | New |
| Braun-Bostich & Associates Inc. | 800 | $225.1K | 0.16% | −5−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 800 | $225.1K | 0.03% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 800 | $225.1K | 0.09% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 808 | $227.3K | 0.16% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 808 | $227.3K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 808 | $227.4K | 0.02% | −75−8.5% | Reduced |
| Wealth Architects, LLC | 810 | $227.9K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 813 | $228.8K | 0.00% | −24−2.9% | Reduced |
| Essex Savings Bank | 817 | $229.9K | 0.06% | +817 | New |
| Douglas Lane & Associates, LLC | 821 | $231.0K | 0.00% | −30−3.5% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 821 | $231.0K | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 830 | $233.5K | 0.05% | +25+3.1% | Added |
| Lindbrook Capital, LLC | 831 | $233.8K | 0.02% | +22+2.7% | Added |
| Angeles Wealth Management, LLC | 847 | $238.3K | 0.02% | +847 | New |
| Beacon Investment Advisory Services, Inc. | 850 | $239.2K | 0.01% | −707−45.4% | Reduced |
| L2 Asset Management, LLC | 850 | $239.2K | 0.06% | +29+3.5% | Added |
| JT Stratford LLC | 852 | $239.7K | 0.04% | +25+3.0% | Added |
| Hamilton Capital Partners Inc. | 855 | $240.6K | 0.02% | +210+32.6% | Added |
| Parcion Private Wealth LLC | 855 | $240.6K | 0.02% | +855 | New |
| West Branch Capital LLC | 858 | $241.4K | 0.08% | −169−16.5% | Reduced |
| Wesbanco Bank Inc | 858 | $241.4K | 0.01% | −27−3.1% | Reduced |
| Eastern Bank | 861 | $242.3K | 0.00% | +861 | New |
| Kingsview Wealth Management, LLC | 863 | $242.9K | 0.01% | +863 | New |
| Summit Trail Advisors, LLC | 874 | $245.9K | 0.01% | +73+9.1% | Added |
| PDS Planning, Inc | 875 | $246.2K | 0.02% | +61+7.5% | Added |
| Ariadne Wealth Management, LP | 848 | $246.4K | 0.13% | +848 | New |
| Guardian Wealth Advisors, LLC | 877 | $246.8K | 0.03% | −13−1.5% | Reduced |
| Harbour Investments, Inc. | 885 | $249.0K | 0.01% | +2+0.2% | Added |
| CWA Asset Management Group, LLC | 905 | $254.7K | 0.01% | +905 | New |
| Kaizen Financial Strategies | 905 | $254.8K | 0.15% | −99−9.9% | Reduced |
| Northwest Bancshares, Inc. | 917 | $258.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 920 | $258.7K | 0.02% | −606−39.7% | Reduced |
| Trinity Financial Advisors LLC | 1,000 | $259.3K | 0.12% | 00.0% | Unchanged |
| Summit Global Investments | 925 | $260.0K | 0.02% | +16+1.8% | Added |
| Investmark Advisory Group LLC | 927 | $260.9K | 0.13% | +1+0.1% | Added |
| Moors & Cabot, Inc. | 929 | $261.4K | 0.01% | +39+4.4% | Added |
| Verdence Capital Advisors LLC | 932 | $262.3K | 0.02% | −1−0.1% | Reduced |
| Clarius Group, LLC | 943 | $264.2K | 0.02% | −58−5.8% | Reduced |
| Brighton Jones LLC | 946 | $266.1K | 0.01% | +135+16.6% | Added |
| Perennial Investment Advisors, LLC | 963 | $270.8K | 0.04% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 965 | $271.5K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 964 | $271.5K | 0.01% | +964 | New |
| J.W. Cole Advisors, Inc. | 965 | $271.7K | 0.01% | +5+0.5% | Added |
| Encompass More Asset Management | 969 | $272.6K | 0.10% | +41+4.4% | Added |
| Legacy Financial Advisors, Inc. | 973 | $273.8K | 0.05% | +63+6.9% | Added |
| Carret Asset Management, LLC | 975 | $274.3K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 980 | $275.7K | 0.03% | +6+0.6% | Added |
| Optivise Advisory Services LLC | 988 | $278.1K | 0.15% | −164−14.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,622 | $279.3K | 0.00% | +11,622 | New |
| Grove Bank & Trust | 994 | $279.7K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 997 | $280.5K | 0.02% | −43−4.1% | Reduced |
| Garde Capital, Inc. | 1,000 | $281.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $281.4K | 0.01% | −35−3.4% | Reduced |
| RBF Capital, LLC | 1,000 | $281.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $281.4K | 0.09% | 00.0% | Unchanged |
| LongView Wealth Management | 1,001 | $281.6K | 0.09% | +2+0.2% | Added |
| Jefferies Financial Group Inc. | 1,006 | $283.1K | 0.00% | −2,360−70.1% | Reduced |
| Skopos Labs, Inc. | 1,009 | $283.9K | 0.09% | +15+1.5% | Added |
| Massmutual Trust Co FSB | 1,010 | $284.2K | 0.01% | +12+1.2% | Added |
| BCJ Capital Management, LLC | 1,013 | $285.0K | 0.02% | −70−6.5% | Reduced |
| Dark Forest Capital Management LP | 1,013 | $285.0K | 0.04% | +1,013 | New |
| David Loasby | 997 | $285.2K | 0.03% | +75+8.1% | Added |
| Old North State Wealth Management, LLC | 1,018 | $287.4K | 0.16% | +1,018 | New |
| Penserra Capital Management LLC | 1,027 | $288.0K | 0.01% | +12+1.2% | Added |
| Capital Advisors Inc | 1,029 | $289.5K | 0.01% | −20−1.9% | Reduced |
| Avestar Capital, LLC | 1,036 | $291.5K | 0.03% | +57+5.8% | Added |
| Jacobi Capital Management LLC | 1,038 | $292.0K | 0.02% | −81−7.2% | Reduced |
| Sentry Investment Management LLC | 1,042 | $293.0K | 0.12% | +107+11.4% | Added |
| First Business Financial Services, Inc. | 1,047 | $294.6K | 0.03% | +10+1.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,048 | $294.7K | 0.15% | +3+0.3% | Added |
| Lake Street Advisors Group, LLC | 1,054 | $296.6K | 0.01% | +16+1.5% | Added |
| ASB Consultores, LLC | 1,058 | $297.7K | 0.12% | +8+0.8% | Added |
| Sivia Capital Partners, LLC | 1,060 | $298.3K | 0.18% | −1−0.1% | Reduced |
| Kowal Investment Group, LLC | 1,079 | $303.5K | 0.06% | −44−3.9% | Reduced |
| Prossimo Advisors, LLC | 1,080 | $304.0K | 0.22% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,081 | $304.2K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,084 | $305.0K | 0.01% | −25−2.3% | Reduced |
| Morningstar Investment Services LLC | 1,104 | $309.0K | 0.00% | +126+12.9% | Added |
| HBW Advisory Services LLC | 1,100 | $309.4K | 0.05% | +1,100 | New |
| Roble, Belko & Company, Inc | 1,102 | $310.0K | 0.05% | −21−1.9% | Reduced |
| Stonegate Investment Group, LLC | 1,102 | $310.1K | 0.01% | +129+13.3% | Added |
| Johnson Investment Counsel Inc | 1,105 | $310.9K | 0.00% | +304+38.0% | Added |
| City Holding Co | 1,106 | $311.2K | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,109 | $312.1K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,110 | $312.2K | 0.02% | +6+0.5% | Added |
| Foundations Investment Advisors, LLC | 1,116 | $314.0K | 0.01% | −33−2.9% | Reduced |