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 |
|---|---|---|---|---|---|
| Graypoint LLC | 1,924 | $546.1K | 0.03% | +32+1.7% | Added |
| Drive Wealth Management, LLC | 1,929 | $547.4K | 0.13% | −39−2.0% | Reduced |
| IronOak Wealth LLC. | 1,931 | $548.1K | 0.61% | +1,931 | New |
| EP Wealth Advisors, LLC | 1,957 | $555.4K | 0.00% | −226−10.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 1,957 | $555.5K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,800 | $556.2K | 0.06% | +205+12.9% | Added |
| Fukoku Mutual Life Insurance Co | 1,982 | $562.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,987 | $565.2K | 0.06% | +433+27.9% | Added |
| Citizens Financial Group Inc | 1,998 | $567.2K | 0.01% | +847+73.6% | Added |
| Settian Capital LP | 2,000 | $567.7K | 0.41% | −1,000−33.3% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $567.7K | 0.10% | 00.0% | Unchanged |
| Symmetry Investments LP | 2,000 | $567.7K | 0.03% | +2,000 | New |
| Oakworth Capital, Inc. | 2,002 | $568.3K | 0.04% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,012 | $571.1K | 0.22% | −131−6.1% | Reduced |
| Change Path, LLC | 2,015 | $572.1K | 0.02% | +46+2.3% | Added |
| Pitcairn Co | 2,064 | $585.9K | 0.03% | +159+8.3% | Added |
| Tyche Wealth Partners LLC | 2,067 | $586.7K | 0.12% | +2,067 | New |
| NorthRock Partners, LLC | 2,067 | $586.8K | 0.02% | +198+10.6% | Added |
| Edge Capital Group, LLC | 325 | $589.6K | 0.03% | −2,060−86.4% | Reduced |
| GeoWealth Management, LLC | 2,086 | $592.1K | 0.02% | −1,655−44.2% | Reduced |
| Somerset Trust Co | 2,090 | $593.2K | 0.22% | −34−1.6% | Reduced |
| Private Trust Co NA | 2,095 | $594.7K | 0.06% | −24−1.1% | Reduced |
| Pathway Financial Advisors LLC | 2,100 | $596.1K | 0.14% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,101 | $596.4K | 0.09% | −532−20.2% | Reduced |
| Colonial Trust Advisors | 2,110 | $598.9K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,116 | $600.6K | 0.03% | +554+35.5% | Added |
| Smithfield Trust Co | 2,123 | $604.0K | 0.03% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,162 | $613.7K | 0.06% | +308+16.6% | Added |
| Stock Yards Bank & Trust Co | 2,183 | $619.6K | 0.02% | −82−3.6% | Reduced |
| Howard Capital Management Inc. | 2,193 | $622.5K | 0.01% | +806+58.1% | Added |
| Woodward Diversified Capital, LLC | 2,196 | $623.3K | 0.46% | −1,747−44.3% | Reduced |
| Hartline Investment Corp | 2,200 | $624.5K | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,218 | $629.6K | 0.01% | +367+19.8% | Added |
| Balboa Wealth Partners | 2,250 | $638.7K | 0.15% | +82+3.8% | Added |
| Integrated Advisors Network LLC | 2,251 | $638.9K | 0.03% | +2,251 | New |
| V-Square Quantitative Management LLC | 2,266 | $643.2K | 0.09% | +97+4.5% | Added |
| Country Club Bank | 2,277 | $647.7K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,300 | $652.9K | 0.03% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,300 | $652.9K | 0.09% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,302 | $653.4K | 0.01% | −272−10.6% | Reduced |
| Prudent Man Advisors, LLC | 2,318 | $658.0K | 0.24% | −101−4.2% | Reduced |
| Clifford Group, LLC | 2,319 | $658.1K | 0.50% | +17+0.7% | Added |
| Ingalls & Snyder LLC | 2,326 | $660.0K | 0.03% | +5+0.2% | Added |
| Capital Asset Advisory Services LLC | 2,356 | $660.7K | 0.03% | −66−2.7% | Reduced |
| Syon Capital LLC | 2,334 | $662.6K | 0.06% | −38−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 2,340 | $664.2K | 0.01% | +80+3.5% | Added |
| Live Oak Private Wealth LLC | 2,344 | $665.3K | 0.11% | +129+5.8% | Added |
| Forum Financial Management, LP | 2,347 | $666.2K | 0.01% | +3+0.1% | Added |
| ERn Financial, LLC | 2,347 | $666.3K | 0.10% | +19+0.8% | Added |
| Diversified Trust Co | 2,358 | $669.3K | 0.02% | +124+5.6% | Added |
| Spire Wealth Management | 2,374 | $673.9K | 0.02% | +289+13.9% | Added |
| Mather Group, LLC. | 2,380 | $675.6K | 0.01% | +17+0.7% | Added |
| Dynasty Wealth Management, LLC | 2,395 | $680.0K | 0.01% | −140−5.5% | Reduced |
| Choate Investment Advisors | 2,396 | $680.1K | 0.02% | +920+62.3% | Added |
| Generali Asset Management SPA SGR | 2,399 | $681.0K | 0.02% | +2,399 | New |
| Trust Asset Management LLC | 2,404 | $682.4K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,422 | $687.4K | 0.06% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,429 | $689.5K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,443 | $693.4K | 0.02% | +224+10.1% | Added |
| Texas Capital Bancshares Inc | 2,459 | $698.0K | 0.28% | −458−15.7% | Reduced |
| PAX Financial Group, LLC | 2,462 | $698.9K | 0.13% | −141−5.4% | Reduced |
| Plan A Wealth LLC | 2,486 | $705.7K | 0.65% | +2,486 | New |
| Okabena Investment Services Inc | 2,494 | $707.9K | 0.20% | −5,107−67.2% | Reduced |
| Bank of New Hampshire | 2,500 | $709.6K | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,502 | $710.1K | 0.11% | +199+8.6% | Added |
| Cigna Investments Inc | 2,527 | $718.0K | 0.13% | +290+13.0% | Added |
| Heartland Bank & Trust Co | 2,535 | $719.6K | 0.39% | −110−4.2% | Reduced |
| Foundation Wealth Management, LLC | 2,540 | $721.0K | 0.35% | +2,540 | New |
| Nixon Peabody Trust Co | 2,575 | $730.9K | 0.06% | +175+7.3% | Added |
| Atom Investors LP | 2,576 | $731.2K | 0.09% | −225−8.0% | Reduced |
| Linscomb & Williams, Inc. | 2,628 | $746.0K | 0.04% | +57+2.2% | Added |
| Crawford Investment Counsel Inc | 2,639 | $749.1K | 0.01% | +9+0.3% | Added |
| Oxford Asset Management LLP | 2,651 | $752.5K | 0.33% | +1,411+113.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,670 | $757.8K | 0.13% | +87+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,711 | $769.5K | 0.03% | +2,711 | New |
| TFR Capital, LLC. | 2,713 | $770.1K | 0.38% | +2,713 | New |
| Csenge Advisory Group | 2,714 | $770.4K | 0.04% | +140+5.4% | Added |
| Aventura Private Wealth, LLC | 2,738 | $777.2K | 0.42% | +2,738 | New |
| Promus Capital, LLC | 2,776 | $787.9K | 0.60% | +2,776 | New |
| Kestra Private Wealth Services, LLC | 2,787 | $791.1K | 0.01% | +417+17.6% | Added |
| Ashton Thomas Securities, LLC | 2,787 | $791.7K | 0.22% | +5+0.2% | Added |
| OneAscent Financial Services LLC | 2,795 | $793.0K | 0.07% | −112−3.9% | Reduced |
| Guyasuta Investment Advisors Inc | 2,800 | $794.8K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 2,801 | $795.1K | 0.03% | −208−6.9% | Reduced |
| NewSquare Capital LLC | 2,807 | $796.8K | 0.06% | +2,807 | New |
| Adviser Investments LLC | 2,828 | $802.8K | 0.01% | +2,828 | New |
| Burney Co | 2,840 | $806.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,843 | $807.0K | 0.04% | +24+0.9% | Added |
| Webster Bank, N. A. | 2,850 | $809.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,868 | $814.1K | 0.06% | −129−4.3% | Reduced |
| Empower Advisory Group, LLC | 2,881 | $817.8K | 0.00% | −93−3.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,493 | $819.1K | 0.07% | +396+18.9% | Added |
| Scotia Capital Inc. | 2,903 | $824.3K | 0.00% | +157+5.7% | Added |
| Kolinsky Wealth Management, LLC | 2,908 | $825.4K | 0.50% | +433+17.5% | Added |
| Master's Wealth Management Inc. | 2,910 | $826.0K | 0.44% | +2,910 | New |
| Occidental Asset Management, LLC | 2,917 | $828.0K | 0.13% | −52−1.8% | Reduced |
| Wetherby Asset Management Inc | 2,930 | $831.7K | 0.04% | −107−3.5% | Reduced |
| Clarus Wealth Advisors | 2,913 | $832.5K | 0.41% | +649+28.7% | Added |
| Virtue Capital Management, LLC | 2,935 | $833.1K | 0.17% | −50−1.7% | Reduced |
| D.A. Davidson & Co. | 2,940 | $834.5K | 0.01% | +95+3.3% | Added |