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 |
|---|---|---|---|---|---|
| Texas Bank & Trust Co | 950 | $269.7K | 0.11% | +950 | New |
| Sage Mountain Advisors LLC | 950 | $269.7K | 0.02% | +178+23.1% | Added |
| KLCM Advisors, Inc. | 965 | $274.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 966 | $274.2K | 0.03% | −14−1.4% | Reduced |
| Paragon Private Wealth Management, LLC | 967 | $274.5K | 0.13% | +198+25.7% | Added |
| Trinity Financial Advisors LLC | 1,000 | $275.9K | 0.10% | 00.0% | Unchanged |
| BancorpSouth Bank | 975 | $276.8K | 0.02% | −277−22.1% | Reduced |
| Carret Asset Management, LLC | 975 | $276.8K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 977 | $277.3K | 0.02% | −36−3.6% | Reduced |
| Axq Capital, LP | 979 | $277.9K | 0.13% | −865−46.9% | Reduced |
| Glenview Trust Co | 980 | $278.2K | 0.01% | +167+20.5% | Added |
| J.W. Cole Advisors, Inc. | 981 | $278.3K | 0.01% | +16+1.7% | Added |
| Kingsview Wealth Management, LLC | 982 | $278.8K | 0.01% | +119+13.8% | Added |
| Burns Matteson Capital Management, LLC | 987 | $280.2K | 0.16% | +987 | New |
| Perennial Investment Advisors, LLC | 990 | $280.8K | 0.03% | +27+2.8% | Added |
| Raiffeisen Bank International AG | 988 | $281.0K | 0.00% | +988 | New |
| Massmutual Trust Co FSB | 994 | $282.1K | 0.01% | −16−1.6% | Reduced |
| Legacy Financial Advisors, Inc. | 994 | $282.1K | 0.05% | +21+2.2% | Added |
| Northwest & Ethical Investments L.P. | 1,000 | $283.5K | 0.01% | −5,032−83.4% | Reduced |
| RBF Capital, LLC | 1,000 | $283.9K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $283.9K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $283.9K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,000 | $283.9K | 0.04% | +6+0.6% | Added |
| Garde Capital, Inc. | 1,000 | $284.0K | 0.02% | 00.0% | Unchanged |
| LongView Wealth Management | 1,003 | $284.7K | 0.09% | +2+0.2% | Added |
| Fulton Bank, N.A. | 1,006 | $285.6K | 0.01% | −181−15.2% | Reduced |
| Angeles Wealth Management, LLC | 1,014 | $287.8K | 0.02% | +167+19.7% | Added |
| Capital Advisors Inc | 1,017 | $288.7K | 0.01% | −12−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,020 | $289.6K | 0.01% | +1,020 | New |
| Sivia Capital Partners, LLC | 1,022 | $290.1K | 0.14% | −38−3.6% | Reduced |
| Kozak & Associates, Inc. | 1,035 | $290.2K | 0.07% | −990−48.9% | Reduced |
| OneAscent Family Office, LLC | 1,032 | $293.0K | 0.53% | +1,032 | New |
| First Business Financial Services, Inc. | 1,037 | $294.4K | 0.03% | −10−1.0% | Reduced |
| Financial Engines Advisors L.L.C. | 1,037 | $294.4K | 0.00% | +1,037 | New |
| Optivise Advisory Services LLC | 1,049 | $297.9K | 0.16% | +61+6.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,050 | $298.0K | 0.15% | +2+0.2% | Added |
| Red Spruce Capital, LLC | 1,050 | $298.0K | 0.13% | +1,050 | New |
| Foundations Investment Advisors, LLC | 1,053 | $298.9K | 0.01% | −63−5.6% | Reduced |
| Skopos Labs, Inc. | 1,060 | $300.6K | 0.09% | +51+5.1% | Added |
| Los Angeles Capital Management LLC | 1,081 | $306.8K | 0.00% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,080 | $307.0K | 0.22% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 1,082 | $307.1K | 0.01% | −2−0.2% | Reduced |
| Old North State Wealth Management, LLC | 1,090 | $310.5K | 0.17% | +72+7.1% | Added |
| BXM Wealth LLC | 1,097 | $311.4K | 0.44% | +1,097 | New |
| Defined Financial Planning LLC | 1,100 | $312.2K | 0.33% | +1,100 | New |
| Roble, Belko & Company, Inc | 1,102 | $313.0K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 1,106 | $313.9K | 0.04% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,109 | $314.9K | 0.13% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,116 | $316.8K | 0.03% | +80+7.7% | Added |
| Cahaba Wealth Management, Inc. | 1,117 | $317.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,123 | $318.8K | 0.01% | +69+6.5% | Added |
| Thoroughbred Financial Services, LLC | 1,124 | $319.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,132 | $321.3K | 0.05% | +32+2.9% | Added |
| Fortress Private Ledger, LLC | 1,133 | $321.7K | 0.20% | +1,133 | New |
| San Luis Wealth Advisors LLC | 1,136 | $323.0K | 0.06% | +1+0.1% | Added |
| Keel Point, LLC | 1,143 | $324.5K | 0.03% | +146+14.6% | Added |
| Wrenne Financial Planning LLC | 1,153 | $327.3K | 0.19% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 1,159 | $329.1K | 0.08% | +1,159 | New |
| Manchester Capital Management LLC | 1,160 | $329.3K | 0.04% | −2−0.2% | Reduced |
| Sagespring Wealth Partners, LLC | 1,166 | $330.9K | 0.01% | +1,166 | New |
| Jump Financial, LLC | 1,166 | $331.0K | 0.01% | −1,755−60.1% | Reduced |
| HBK Sorce Advisory LLC | 1,173 | $333.0K | 0.01% | +36+3.2% | Added |
| Ignite Planners, LLC | 1,188 | $333.1K | 0.07% | +15+1.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,194 | $338.8K | 0.01% | +66+5.9% | Added |
| Spinnaker Trust | 1,195 | $339.2K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,196 | $339.5K | 0.23% | +1,196 | New |
| Tranquility Partners, LLC | 1,196 | $339.5K | 0.13% | +1,196 | New |
| Asset Planning,Inc | 1,196 | $339.5K | 0.26% | +1,196 | New |
| Kathmere Capital Management, LLC | 1,196 | $339.5K | 0.03% | +33+2.8% | Added |
| David Loasby | 1,183 | $339.5K | 0.03% | +186+18.7% | Added |
| VisionPoint Advisory Group, LLC | 1,231 | $339.6K | 0.12% | −21−1.7% | Reduced |
| Carderock Capital Management Inc | 1,200 | $340.6K | 0.09% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,210 | $343.5K | 0.10% | +1+0.1% | Added |
| Westpac Banking Corp | 1,211 | $343.7K | 0.02% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,213 | $344.3K | 0.04% | −2,095−63.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,213 | $344.3K | 0.07% | +1,213 | New |
| Sandy Spring Bank | 1,213 | $344.3K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,214 | $344.6K | 0.01% | +49+4.2% | Added |
| Syntegra Private Wealth Group, LLC | 1,221 | $346.6K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,221 | $346.8K | 0.01% | +28+2.3% | Added |
| West Family Investments, Inc. | 1,226 | $348.0K | 0.12% | −23−1.8% | Reduced |
| Savvy Advisors, Inc. | 1,226 | $348.1K | 0.04% | +96+8.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,236 | $350.8K | 0.02% | −33,349−96.4% | Reduced |
| Successful Portfolios LLC | 1,237 | $351.2K | 0.23% | −5−0.4% | Reduced |
| FORA Capital, LLC | 1,247 | $354.0K | 0.04% | −6,432−83.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,250 | $355.0K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,253 | $355.0K | 0.19% | +1,253 | New |
| Challenger Wealth Management | 1,252 | $355.5K | 0.31% | +1,252 | New |
| Encompass More Asset Management | 1,254 | $355.9K | 0.12% | +285+29.4% | Added |
| Shelton Capital Management | 1,256 | $356.5K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,257 | $356.8K | 0.01% | +1,257 | New |
| Epoch Investment Partners, Inc. | 1,272 | $361.1K | 0.00% | −981−43.5% | Reduced |
| SeaCrest Wealth Management, LLC | 1,276 | $362.2K | 0.04% | +142+12.5% | Added |
| ASB Consultores, LLC | 1,278 | $362.8K | 0.15% | +220+20.8% | Added |
| StoneX Group Inc. | 1,281 | $363.5K | 0.02% | +119+10.2% | Added |
| Vise Technologies, Inc. | 1,286 | $365.0K | 0.03% | +529+69.9% | Added |
| Arkadios Wealth Advisors | 1,295 | $367.6K | 0.02% | +185+16.7% | Added |
| Ridgeline Wealth, LLC | 1,295 | $367.6K | 0.30% | +1,295 | New |
| Stratos Wealth Advisors, LLC | 1,297 | $368.3K | 0.02% | +9+0.7% | Added |
| Berkshire Asset Management LLC | 1,273 | $368.5K | 0.02% | +3+0.2% | Added |