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, Q4 2024
Institutional positions in Arthur J. Gallagher & Co. as of Dec 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
- 1,325
- +140 vs. Q3 2024
- Shares held
- 232.4M
- +45.8M (+24.5%) vs. Q3 2024
- Total value
- $65.9B
- +$13.5B (+25.7%) vs. Q3 2024
- New holders
- 220
- 561 more added
- Sold out
- 80
- 331 more reduced
18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Jackson Hole Trust | 81 | $23.0K | 0.02% | +81 | New |
| JFS Wealth Advisors, LLC | 82 | $23.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 87 | $24.8K | 0.00% | +12+16.0% | Added |
| Valley National Advisers Inc | 91 | $25.0K | 0.00% | +91 | New |
| Creekmur Asset Management LLC | 90 | $25.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 93 | $26.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 96 | $27.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 96 | $27.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 99 | $28.1K | 0.00% | +21+26.9% | Added |
| MRP Capital Investments, LLC | 100 | $28.4K | 0.03% | +100 | New |
| Disciplina Capital Management LLC | 101 | $28.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 103 | $29.0K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 109 | $30.9K | 0.00% | +49+81.7% | Added |
| Ogorek Anthony Joseph | 109 | $31.0K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 110 | $31.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 112 | $31.7K | 0.00% | +1+0.9% | Added |
| Rise Advisors, LLC | 113 | $32.1K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 119 | $33.8K | 0.02% | +12+11.2% | Added |
| LGT Financial Advisors LLC | 119 | $33.8K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $34.0K | 0.02% | +22+22.9% | Added |
| SJS Investment Consulting Inc. | 120 | $34.1K | 0.01% | −7−5.5% | Reduced |
| Johnson Financial Group, Inc. | 113 | $34.1K | 0.00% | +76+205.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 123 | $35.0K | 0.03% | +123 | New |
| WR Wealth Planners, LLC | 124 | $35.2K | 0.01% | +21+20.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 124 | $35.2K | 0.01% | +2+1.6% | Added |
| Parvin Asset Management, LLC | 125 | $35.5K | 0.04% | +125 | New |
| Farmers & Merchants Investments Inc | 128 | $36.3K | 0.00% | +6+4.9% | Added |
| Financial Life Planners | 128 | $36.4K | 0.03% | +128 | New |
| Fortitude Family Office, LLC | 129 | $36.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 129 | $36.6K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $36.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 135 | $38.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 138 | $39.2K | 0.00% | +1+0.7% | Added |
| Transcendent Capital Group LLC | 140 | $39.7K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 143 | $40.6K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 145 | $41.2K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 152 | $41.7K | 0.00% | +152 | New |
| Ruedi Wealth Management, Inc. | 147 | $41.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $42.6K | 0.04% | 00.0% | Unchanged |
| City State Bank | 150 | $42.6K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $43.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 153 | $43.4K | 0.01% | +29+23.4% | Added |
| Intelligent Financial Strategies | 154 | $43.7K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 156 | $44.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 160 | $45.4K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $46.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 162 | $46.1K | 0.03% | −73−31.1% | Reduced |
| Kestra Investment Management, LLC | 168 | $47.7K | 0.00% | +168 | New |
| Delta Asset Management LLC | 170 | $48.3K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 155 | $48.6K | 0.05% | +155 | New |
| Continuum Advisory, LLC | 174 | $49.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 174 | $49.4K | 0.02% | +23+15.2% | Added |
| Retirement Wealth Solutions LLC | 183 | $52.5K | 0.04% | +183 | New |
| Bruce G. Allen Investments, LLC | 188 | $53.4K | 0.04% | +7+3.9% | Added |
| Quent Capital, LLC | 191 | $54.3K | 0.01% | −92−32.5% | Reduced |
| Wintrust Investments LLC | 195 | $55.0K | 0.05% | −55−22.0% | Reduced |
| Central Pacific Bank - Trust Division | 195 | $55.4K | 0.01% | −36−15.6% | Reduced |
| Hoese & Co LLP | 200 | $56.8K | 0.05% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 200 | $56.8K | 0.04% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 200 | $56.8K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $56.8K | 0.03% | +100+100.0% | Added |
| Intact Investment Management Inc. | 200 | $56.8K | 0.00% | +200 | New |
| Riverview Trust Co | 201 | $57.1K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 203 | $57.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 204 | $57.9K | 0.01% | +3+1.5% | Added |
| Lavaca Capital LLC | 205 | $58.2K | 0.03% | +205 | New |
| REAP Financial Group, LLC | 213 | $60.5K | 0.02% | +71+50.0% | Added |
| Financial Network Wealth Advisors LLC | 215 | $61.0K | 0.11% | −160−42.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 218 | $61.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 223 | $66.1K | 0.02% | −11−4.7% | Reduced |
| Versant Capital Management, Inc | 238 | $67.6K | 0.01% | +111+87.4% | Added |
| Bayforest Capital Ltd | 238 | $67.6K | 0.08% | +238 | New |
| EnRich Financial Partners LLC | 239 | $67.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 246 | $69.8K | 0.01% | +45+22.4% | Added |
| Venturi Wealth Management, LLC | 250 | $71.0K | 0.00% | +16+6.8% | Added |
| Beacon Capital Management, LLC | 264 | $74.8K | 0.01% | +1+0.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 265 | $75.2K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 266 | $75.4K | 0.00% | −137−34.0% | Reduced |
| MCF Advisors LLC | 277 | $78.6K | 0.01% | +5+1.8% | Added |
| TCTC Holdings, LLC | 281 | $79.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 289 | $82.0K | 0.04% | −6−2.0% | Reduced |
| Optiver Holding B.V. | 291 | $82.6K | 0.00% | −45−13.4% | Reduced |
| Nemes Rush Group LLC | 300 | $85.2K | 0.01% | +23+8.3% | Added |
| Rosenberg Matthew Hamilton | 324 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 325 | $92.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 315 | $93.2K | 0.00% | +163+107.2% | Added |
| SBI Securities Co., Ltd. | 332 | $94.2K | 0.00% | +332 | New |
| Catalyst Capital Advisors LLC | 363 | $103.0K | 0.00% | +363 | New |
| Carolinas Wealth Consulting LLC | 372 | $105.3K | 0.02% | +363+4,033.3% | Added |
| Washington Trust Advisors, Inc. | 402 | $114.1K | 0.01% | +402 | New |
| Bangor Savings Bank | 414 | $117.5K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 426 | $120.9K | 0.03% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 438 | $124.3K | 0.02% | −3−0.7% | Reduced |
| Leonteq Securities AG | 439 | $124.6K | 0.01% | +285+185.1% | Added |
| Clean Yield Group | 454 | $128.9K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 465 | $132.0K | 0.09% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 468 | $132.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 468 | $132.8K | 0.02% | +24+5.4% | Added |
| Chelsea Counsel Co | 475 | $134.8K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 478 | $135.7K | 0.00% | −2,138−81.7% | Reduced |