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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 4,219 | $1.19M | 0.30% | +4,219 | Added |
| St Germain D J Co Inc | 4,219 | $1.19M | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 4,237 | $1.19M | 0.05% | +631+17.5% | Added |
| Dana Investment Advisors, Inc. | 4,245 | $1.19M | 0.04% | −153−3.5% | Reduced |
| Mattson Financial Services, LLC | 4,671 | $1.21M | 0.43% | −32−0.7% | Reduced |
| Court Place Advisors, LLC | 4,308 | $1.21M | 0.35% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,323 | $1.22M | 0.06% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,348 | $1.22M | 0.24% | +10.0% | Added |
| TrinityPoint Wealth, LLC | 4,363 | $1.23M | 0.18% | +115+2.7% | Added |
| Keeley-Teton Advisors, LLC | 4,372 | $1.23M | 0.14% | −4−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,394 | $1.23M | 0.11% | +117+2.7% | Added |
| Parsons Capital Management Inc | 4,382 | $1.23M | 0.08% | +332+8.2% | Added |
| Vestcor Inc | 4,444 | $1.25M | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,520 | $1.27M | 0.08% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 4,539 | $1.28M | 0.63% | +12+0.3% | Added |
| Sunbelt Securities, Inc. | 4,550 | $1.28M | 0.13% | +99+2.2% | Added |
| Miracle Mile Advisors, LLC | 4,583 | $1.29M | 0.03% | +38+0.8% | Added |
| Oak Ridge Investments LLC | 4,710 | $1.33M | 0.12% | −108−2.2% | Reduced |
| Magnetar Financial LLC | 4,807 | $1.35M | 0.03% | +4,807 | New |
| Iams Wealth Management, LLC | 4,824 | $1.36M | 0.67% | −32−0.7% | Reduced |
| Hanlon Investment Management, Inc. | 4,859 | $1.37M | 0.38% | −201−4.0% | Reduced |
| Evercore Wealth Management, LLC | 4,886 | $1.37M | 0.02% | 00.0% | Unchanged |
| Natixis | 4,906 | $1.38M | 0.01% | +2,824+135.6% | Added |
| Ostrum Asset Management | 4,918 | $1.38M | 0.11% | +60+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,980 | $1.40M | 0.04% | −1,991−28.6% | Reduced |
| Merrion Investment Management Co, LLC | 5,000 | $1.41M | 0.93% | +300+6.4% | Added |
| Advisor OS, LLC | 5,077 | $1.43M | 0.14% | −66−1.3% | Reduced |
| Ninety One North America, Inc. | 5,155 | $1.45M | 0.10% | +5,155 | New |
| Schear Investment Advisers, LLC | 5,243 | $1.48M | 0.91% | +264+5.3% | Added |
| K.J. Harrison & Partners Inc | 5,100 | $1.48M | 0.22% | −2,500−32.9% | Reduced |
| Bleakley Financial Group, LLC | 5,265 | $1.48M | 0.05% | −1,224−18.9% | Reduced |
| Quantitative Investment Management, LLC | 5,293 | $1.49M | 0.15% | +1,854+53.9% | Added |
| Covenant Partners, LLC | 5,326 | $1.50M | 0.44% | +38+0.7% | Added |
| Dover Advisors, LLC | 5,335 | $1.50M | 0.85% | −40−0.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,345 | $1.50M | 0.14% | −510−8.7% | Reduced |
| Gilbert & Cook, Inc. | 5,356 | $1.51M | 0.21% | +446+9.1% | Added |
| Okabena Investment Services Inc | 7,601 | $1.54M | 0.43% | +5,107+204.8% | Added |
| Anfield Capital Management, LLC | 5,466 | $1.54M | 0.59% | +5,466 | New |
| Seelaus Asset Management LLC | 5,481 | $1.54M | 1.41% | +38+0.7% | Added |
| Apollon Wealth Management, LLC | 5,528 | $1.56M | 0.04% | −118−2.1% | Reduced |
| MAI Capital Management | 5,530 | $1.56M | 0.01% | −360−6.1% | Reduced |
| Merit Financial Group, LLC | 5,563 | $1.57M | 0.04% | +2,083+59.9% | Added |
| Builder Investment Group Inc | 5,596 | $1.57M | 0.42% | −106−1.9% | Reduced |
| South Dakota Investment Council | 5,617 | $1.58M | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,619 | $1.58M | 0.51% | +5,619 | New |
| Shell Asset Management Co | 5,681 | $1.60M | 0.07% | +5,681 | New |
| SpiderRock Advisors, LLC | 5,687 | $1.60M | 0.03% | −354−5.9% | Reduced |
| C WorldWide Group Holding A/S | 5,737 | $1.61M | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 5,797 | $1.63M | 0.35% | −455−7.3% | Reduced |
| Disciplined Investments, LLC | 5,849 | $1.64M | 0.81% | +38+0.7% | Added |
| Coppell Advisory Solutions LLC | 5,883 | $1.64M | 0.25% | +14+0.2% | Added |
| Mount Lucas Management LP | 5,868 | $1.65M | 0.56% | −4,425−43.0% | Reduced |
| Heritage Family Offices, LLP | 5,978 | $1.68M | 0.87% | −113−1.9% | Reduced |
| Neo Ivy Capital Management | 5,996 | $1.69M | 0.55% | +5,996 | New |
| Lido Advisors, LLC | 6,012 | $1.69M | 0.01% | +714+13.5% | Added |
| Northwest & Ethical Investments L.P. | 6,032 | $1.70M | 0.04% | −2,626−30.3% | Reduced |
| Ossiam | 6,042 | $1.70M | 0.03% | −351−5.5% | Reduced |
| Frank, Rimerman Advisors LLC | 6,057 | $1.70M | 0.12% | +8+0.1% | Added |
| Fairfield Financial Advisors, LTD | 6,138 | $1.73M | 0.59% | +537+9.6% | Added |
| Inceptionr LLC | 6,178 | $1.74M | 0.42% | +6,178 | New |
| Tokio Marine Asset Management Co Ltd | 6,268 | $1.76M | 0.08% | +709+12.8% | Added |
| Stephens Inc | 6,326 | $1.78M | 0.03% | +11+0.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,438 | $1.81M | 0.03% | +685+11.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,487 | $1.83M | 0.13% | −561−8.0% | Reduced |
| Financial Management Network Inc | 6,306 | $1.83M | 0.38% | −543−7.9% | Reduced |
| Harbor Advisors LLC | 6,500 | $1.83M | 0.31% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 6,508 | $1.83M | 0.23% | 00.0% | Unchanged |
| Ascent Group, LLC | 6,545 | $1.84M | 0.14% | −4,630−41.4% | Reduced |
| Assenagon Asset Management S.A. | 6,547 | $1.84M | 0.00% | +2,110+47.6% | Added |
| HighPoint Advisor Group LLC | 6,609 | $1.85M | 0.11% | +46+0.7% | Added |
| VCI Wealth Management LLC | 6,610 | $1.86M | 0.83% | +6,610 | New |
| Wendell David Associates Inc | 6,632 | $1.87M | 0.18% | +3,109+88.2% | Added |
| Davenport & Co LLC | 6,665 | $1.88M | 0.01% | +333+5.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,712 | $1.89M | 0.07% | −80−1.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,807 | $1.92M | 0.41% | +6,807 | New |
| Siemens Fonds Invest GmbH | 6,826 | $1.92M | 0.15% | −294−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 6,837 | $1.92M | 0.05% | +751+12.3% | Added |
| RFG Advisory, LLC | 6,891 | $1.94M | 0.06% | −145−2.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,944 | $1.95M | 0.05% | −9−0.1% | Reduced |
| Eagle Wealth Strategies LLC | 7,020 | $1.98M | 1.44% | −1,000−12.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,063 | $1.99M | 0.04% | −1,582−18.3% | Reduced |
| Oppenheimer & Co Inc | 7,070 | $1.99M | 0.03% | −62−0.9% | Reduced |
| AE Wealth Management LLC | 7,074 | $1.99M | 0.02% | −2,026−22.3% | Reduced |
| Provident Wealth Management, LLC | 7,088 | $1.99M | 0.68% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,164 | $2.02M | 0.04% | +7,164 | New |
| Grimes & Company, Inc. | 7,176 | $2.02M | 0.05% | −17−0.2% | Reduced |
| Geller Advisors LLC | 7,187 | $2.02M | 0.14% | +44+0.6% | Added |
| Brendel Financial Advisors LLC | 7,199 | $2.03M | 1.15% | −578−7.4% | Reduced |
| Omers Administration Corp | 7,478 | $2.10M | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,484 | $2.11M | 0.07% | +30.0% | Added |
| Cox Capital Mgt LLC | 7,493 | $2.11M | 1.26% | −5,504−42.3% | Reduced |
| Bright Rock Capital Management, LLC | 7,500 | $2.11M | 0.42% | 00.0% | Unchanged |
| Proequities, Inc. | 7,510 | $2.11M | 0.13% | +190+2.6% | Added |
| Callan Family Office, LLC | 7,514 | $2.11M | 0.36% | +243+3.3% | Added |
| Portfolio Design Labs, LLC | 7,549 | $2.12M | 0.59% | −5,836−43.6% | Reduced |
| Advisory Services Network, LLC | 8,204 | $2.13M | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,624 | $2.15M | 0.06% | −122−1.6% | Reduced |
| Veriti Management LLC | 7,624 | $2.15M | 0.12% | +1,271+20.0% | Added |
| FORA Capital, LLC | 7,679 | $2.16M | 0.25% | −573−6.9% | Reduced |
| Whitford Management LLC | 7,700 | $2.17M | 1.23% | −3,097−28.7% | Reduced |