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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 480 | $136.4K | 0.01% | +420+700.0% | Added |
| CoreCap Advisors, LLC | 483 | $137.1K | 0.01% | +84+21.1% | Added |
| Cromwell Holdings LLC | 493 | $139.9K | 0.08% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 500 | $141.9K | 0.11% | +500 | New |
| CarsonAllaria Wealth Management, Ltd. | 500 | $142.1K | 0.08% | +1+0.2% | Added |
| Osterweis Capital Management Inc | 507 | $143.9K | 0.01% | −150−22.8% | Reduced |
| Resources Management Corp | 518 | $147.0K | 0.02% | −60−10.4% | Reduced |
| Hamilton Capital Partners Inc. | 522 | $148.2K | 0.01% | −333−38.9% | Reduced |
| Center for Financial Planning, Inc. | 535 | $151.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 543 | $154.1K | 0.05% | +200+58.3% | Added |
| Atwood & Palmer Inc | 556 | $157.8K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 570 | $161.8K | 0.10% | +570 | New |
| Gables Capital Management Inc. | 580 | $164.6K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 611 | $173.4K | 0.00% | −4−0.7% | Reduced |
| Acadian Asset Management LLC | 637 | $180.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 636 | $180.5K | 0.04% | +146+29.8% | Added |
| Pflug Koory, LLC | 648 | $183.9K | 0.09% | −25−3.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 712 | $200.4K | 0.07% | +712 | New |
| Embree Financial Group | 706 | $200.5K | 0.03% | +706 | New |
| SageView Advisory Group, LLC | 709 | $201.1K | 0.01% | +709 | New |
| Moran Wealth Management, LLC | 710 | $201.5K | 0.01% | +710 | New |
| Empirical Asset Management, LLC | 710 | $201.6K | 0.07% | +710 | New |
| AlphaCentric Advisors LLC | 711 | $201.8K | 0.20% | −20−2.7% | Reduced |
| Buckingham Strategic Partners | 715 | $203.0K | 0.00% | +715 | New |
| Consolidated Planning Corp | 716 | $203.2K | 0.03% | +716 | New |
| Alta Advisers Ltd | 718 | $203.8K | 0.13% | +118+19.7% | Added |
| Baader Bank INC | 721 | $204.0K | 0.02% | −108−13.0% | Reduced |
| Wealthcare Advisory Partners LLC | 722 | $205.1K | 0.01% | +722 | New |
| Gryphon Financial Partners LLC | 724 | $205.4K | 0.03% | −14−1.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 725 | $205.9K | 0.21% | +725 | New |
| Beacon Investment Advisors LLC | 729 | $207.1K | 0.10% | +729 | New |
| Evergreen Capital Management LLC | 735 | $208.6K | 0.01% | +3+0.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 736 | $208.9K | 0.10% | −85−10.4% | Reduced |
| Paradigm Financial Partners, LLC | 736 | $208.9K | 0.03% | +736 | New |
| Trust Co | 737 | $209.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Bank | 737 | $209.2K | 0.02% | +1+0.1% | Added |
| Federated Hermes, Inc. | 739 | $209.8K | 0.00% | −378−33.8% | Reduced |
| Titleist Asset Management, LLC | 740 | $210.0K | 0.02% | +740 | New |
| Morton Capital Management LLC | 750 | $212.9K | 0.04% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 751 | $213.2K | 0.05% | +14+1.9% | Added |
| Aprio Wealth Management, LLC | 752 | $213.4K | 0.03% | +752 | New |
| Fisher Asset Management, LLC | 755 | $214.6K | 0.00% | +755 | New |
| Braun-Bostich & Associates Inc. | 756 | $214.6K | 0.15% | −44−5.5% | Reduced |
| West Oak Capital, LLC | 756 | $214.6K | 0.08% | 00.0% | Unchanged |
| Truepoint, Inc. | 760 | $215.7K | 0.01% | +760 | New |
| Baker Tilly Wealth Management, LLC | 761 | $216.0K | 0.08% | +761 | New |
| Equitable Trust Co | 762 | $216.3K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 769 | $218.3K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 775 | $220.0K | 0.14% | −1,497−65.9% | Reduced |
| Advisors Capital Management, LLC | 778 | $221.1K | 0.00% | +778 | New |
| Fullcircle Wealth LLC | 674 | $221.4K | 0.09% | +674 | New |
| Kavar Capital Partners Group, LLC | 789 | $224.0K | 0.04% | +789 | New |
| Trust Point Inc. | 791 | $224.5K | 0.02% | +7+0.9% | Added |
| Altfest L J & Co Inc | 797 | $226.3K | 0.03% | +24+3.1% | Added |
| Axecap Investments, LLC | 800 | $227.1K | 0.17% | −7,946−90.9% | Reduced |
| Westshore Wealth, LLC | 800 | $227.1K | 0.09% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 794 | $227.8K | 0.01% | +794 | New |
| Simon Quick Advisors, LLC | 805 | $228.5K | 0.01% | +805 | New |
| WPG Advisers, LLC | 807 | $229.1K | 0.21% | +807 | New |
| 1620 Investment Advisors, Inc. | 808 | $229.4K | 0.17% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 808 | $229.4K | 0.08% | 00.0% | Unchanged |
| Wealth Architects, LLC | 810 | $229.9K | 0.03% | 00.0% | Unchanged |
| Eastern Bank | 820 | $232.8K | 0.00% | −41−4.8% | Reduced |
| Wesbanco Bank Inc | 821 | $233.0K | 0.01% | −37−4.3% | Reduced |
| SC&H Financial Advisors, Inc. | 824 | $233.9K | 0.05% | −700−45.9% | Reduced |
| Essex Savings Bank | 828 | $235.0K | 0.06% | +11+1.3% | Added |
| Parcion Private Wealth LLC | 831 | $235.9K | 0.02% | −24−2.8% | Reduced |
| JT Stratford LLC | 834 | $236.7K | 0.04% | −18−2.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 835 | $237.0K | 0.13% | +835 | New |
| L2 Asset Management, LLC | 841 | $238.7K | 0.05% | −9−1.1% | Reduced |
| Bellecapital International Ltd. | 848 | $240.7K | 0.04% | +848 | New |
| Flow Traders U.S. LLC | 850 | $241.0K | 0.01% | +850 | New |
| Lindbrook Capital, LLC | 854 | $242.4K | 0.02% | +23+2.8% | Added |
| Investment Advisory Services Inc | 857 | $243.3K | 0.09% | +58+7.3% | Added |
| West Branch Capital LLC | 858 | $243.5K | 0.08% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 883 | $243.6K | 0.02% | −231,529−99.6% | Reduced |
| Whipplewood Advisors, LLC | 860 | $244.1K | 0.14% | +860 | New |
| Camden Capital, LLC | 864 | $245.2K | 0.03% | +56+6.9% | Added |
| Catalyst Financial Partners LLC | 875 | $248.4K | 0.05% | +45+5.4% | Added |
| Graham Capital Management, L.P. | 888 | $252.1K | 0.01% | +888 | New |
| Guardian Wealth Advisors, LLC | 890 | $252.6K | 0.02% | +13+1.5% | Added |
| Sierra Ocean, LLC | 890 | $252.9K | 0.21% | +890 | New |
| LGL Partners, LLC | 892 | $253.2K | 0.04% | +95+11.9% | Added |
| Wealth Alliance | 892 | $253.2K | 0.03% | +892 | New |
| Sentry Investment Management LLC | 896 | $254.0K | 0.12% | −146−14.0% | Reduced |
| PDS Planning, Inc | 898 | $254.9K | 0.02% | +23+2.6% | Added |
| Summit Global Investments | 897 | $255.0K | 0.02% | −28−3.0% | Reduced |
| Fort Sheridan Advisors LLC | 900 | $255.5K | 0.04% | +100+12.5% | Added |
| Kaizen Financial Strategies | 907 | $257.5K | 0.15% | +2+0.2% | Added |
| Northwest Bancshares, Inc. | 917 | $260.3K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 918 | $260.7K | 0.01% | +13+1.4% | Added |
| Longboard Asset Management, LP | 924 | $262.3K | 0.69% | +924 | New |
| Investmark Advisory Group LLC | 927 | $263.3K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 931 | $264.3K | 0.04% | +143+18.1% | Added |
| Verdence Capital Advisors LLC | 932 | $264.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 935 | $265.5K | 0.01% | +50+5.6% | Added |
| Brighton Jones LLC | 943 | $267.5K | 0.01% | −3−0.3% | Reduced |
| Armis Advisers, LLC | 945 | $268.3K | 0.03% | +945 | New |
| Clarius Group, LLC | 946 | $268.5K | 0.02% | +3+0.3% | Added |
| Proficio Capital Partners LLC | 948 | $269.2K | 0.02% | +156+19.7% | Added |