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, Q1 2025
Institutional positions in Arthur J. Gallagher & Co. as of Mar 31, 2025. 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
- 1,360
- +58 vs. Q4 2024
- Shares held
- 228.9M
- −2.17M (−0.9%) vs. Q4 2024
- Total value
- $79.0B
- +$13.4B (+20.4%) vs. Q4 2024
- New holders
- 179
- 549 more added
- Sold out
- 121
- 448 more reduced
23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Arthur J. Gallagher & Co.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morton Capital Management LLC | 762 | $263.1K | 0.05% | +12+1.6% | Added |
| Evergreen Capital Management LLC | 767 | $264.8K | 0.01% | +32+4.4% | Added |
| Gryphon Financial Partners LLC | 769 | $265.4K | 0.04% | +45+6.2% | Added |
| Ignite Planners, LLC | 836 | $265.5K | 0.05% | −352−29.6% | Reduced |
| Advisors Capital Management, LLC | 771 | $266.5K | 0.00% | −7−0.9% | Reduced |
| Washington Trust Bank | 774 | $267.2K | 0.03% | +37+5.0% | Added |
| Altfest L J & Co Inc | 780 | $269.5K | 0.03% | −17−2.1% | Reduced |
| Beacon Investment Advisors LLC | 782 | $270.0K | 0.13% | +53+7.3% | Added |
| Moran Wealth Management, LLC | 790 | $272.7K | 0.01% | +80+11.3% | Added |
| OneAscent Family Office, LLC | 792 | $273.0K | 0.25% | −240−23.3% | Reduced |
| Mairs & Power Inc | 800 | $276.2K | 0.00% | −976−55.0% | Reduced |
| Westshore Wealth, LLC | 800 | $276.2K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 812 | $276.7K | 0.03% | +812 | New |
| Baker Tilly Wealth Management, LLC | 802 | $276.9K | 0.11% | +41+5.4% | Added |
| E Fund Management Co., Ltd. | 803 | $277.2K | 0.01% | +803 | New |
| Wesbanco Bank Inc | 808 | $279.0K | 0.01% | −13−1.6% | Reduced |
| 1620 Investment Advisors, Inc. | 808 | $279.0K | 0.21% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 808 | $279.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 813 | $280.7K | 0.03% | −79−8.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 817 | $282.1K | 0.01% | −183−18.3% | Reduced |
| Eastern Bank | 820 | $283.1K | 0.01% | 00.0% | Unchanged |
| Alpha Family Trust | 820 | $283.1K | 0.17% | +820 | New |
| Whipplewood Advisors, LLC | 1,013 | $283.8K | 0.17% | +153+17.8% | Added |
| SC&H Financial Advisors, Inc. | 824 | $284.5K | 0.06% | 00.0% | Unchanged |
| Avestar Capital, LLC | 825 | $284.8K | 0.03% | −291−26.1% | Reduced |
| Consolidated Capital Management, LLC | 825 | $284.8K | 0.12% | +825 | New |
| J. Safra Sarasin Holding AG | 826 | $285.2K | 0.01% | +826 | New |
| Essex Savings Bank | 829 | $286.2K | 0.07% | +1+0.1% | Added |
| Avantra Family Wealth, Inc. | 830 | $286.5K | 0.27% | +830 | New |
| Parcion Private Wealth LLC | 831 | $286.9K | 0.02% | 00.0% | Unchanged |
| BXM Wealth LLC | 843 | $288.7K | 0.35% | −254−23.2% | Reduced |
| Bellecapital International Ltd. | 848 | $292.8K | 0.06% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 924 | $293.1K | 0.03% | +924 | New |
| Coyle Financial Counsel LLC | 860 | $296.9K | 0.09% | +860 | New |
| Camden Capital, LLC | 871 | $300.5K | 0.03% | +7+0.8% | Added |
| Creekmur Asset Management LLC | 875 | $302.2K | 0.06% | +785+872.2% | Added |
| Optivise Advisory Services LLC | 882 | $304.4K | 0.17% | −167−15.9% | Reduced |
| Brighton Jones LLC | 897 | $309.6K | 0.01% | −46−4.9% | Reduced |
| Guardian Wealth Advisors, LLC | 899 | $310.4K | 0.02% | +9+1.0% | Added |
| George Kaiser Family Foundation | 899 | $310.4K | 0.05% | +899 | New |
| Maven Securities LTD | 900 | $310.7K | 0.07% | −14,491−94.2% | Reduced |
| Fort Sheridan Advisors LLC | 900 | $310.7K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 910 | $314.2K | 0.03% | +56+6.6% | Added |
| Kaizen Financial Strategies | 911 | $314.5K | 0.18% | +4+0.4% | Added |
| W Advisors, LLC | 911 | $314.5K | 0.20% | −625−40.7% | Reduced |
| Koshinski Asset Management, Inc. | 916 | $316.2K | 0.03% | +916 | New |
| Harbour Investments, Inc. | 917 | $316.5K | 0.01% | −18−1.9% | Reduced |
| Northwest Bancshares, Inc. | 917 | $316.6K | 0.06% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 919 | $317.6K | 0.25% | +29+3.3% | Added |
| Longboard Asset Management, LP | 924 | $319.0K | 0.94% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 928 | $320.5K | 0.16% | +1+0.1% | Added |
| HM Payson & Co | 935 | $322.8K | 0.01% | +324+53.0% | Added |
| Clarius Group, LLC | 937 | $323.5K | 0.02% | −9−1.0% | Reduced |
| Verdence Capital Advisors LLC | 939 | $324.3K | 0.02% | +7+0.8% | Added |
| Verition Fund Management LLC | 948 | $327.3K | 0.00% | −313,432−99.7% | Reduced |
| Texas Bank & Trust Co | 950 | $328.0K | 0.14% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 957 | $330.4K | 0.04% | +957 | New |
| Catalyst Financial Partners LLC | 960 | $331.4K | 0.06% | +85+9.7% | Added |
| Baader Bank INC | 995 | $331.6K | 0.03% | +274+38.0% | Added |
| KLCM Advisors, Inc. | 965 | $333.3K | 0.04% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 968 | $334.2K | 0.11% | +968 | New |
| Grove Bank & Trust | 971 | $335.2K | 0.04% | −29−2.9% | Reduced |
| Carret Asset Management, LLC | 975 | $336.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 985 | $340.1K | 0.03% | +19+2.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 987 | $340.8K | 0.02% | +987 | New |
| Buffington Mohr McNeal | 988 | $341.1K | 0.07% | +988 | New |
| Icon Wealth Advisors, LLC | 989 | $341.4K | 0.03% | +989 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 991 | $342.1K | 0.01% | +991 | New |
| Zions Bancorporation, National Association | 995 | $343.5K | 0.02% | +995 | New |
| Premier Path Wealth Partners, LLC | 998 | $344.4K | 0.05% | +998 | New |
| Trinity Financial Advisors LLC | 1,000 | $344.4K | 0.12% | 00.0% | Unchanged |
| LongView Wealth Management | 1,000 | $345.2K | 0.10% | −3−0.3% | Reduced |
| RBF Capital, LLC | 1,000 | $345.2K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,000 | $345.2K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,011 | $349.0K | 0.01% | −6−0.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,022 | $352.8K | 0.19% | +187+22.4% | Added |
| Wayfinding Financial, LLC | 1,027 | $354.0K | 0.16% | −226−18.0% | Reduced |
| Lifestyle Asset Management, Inc. | 1,026 | $354.2K | 0.19% | +1,026 | New |
| Kozak & Associates, Inc. | 1,035 | $354.9K | 0.09% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,029 | $355.0K | 0.06% | −73−6.6% | Reduced |
| Chung Wu Investment Group, LLC | 1,032 | $356.3K | 0.43% | +1,032 | New |
| First Business Financial Services, Inc. | 1,037 | $358.0K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 1,038 | $358.4K | 0.05% | +1,038 | New |
| Atwood & Palmer Inc | 1,040 | $359.1K | 0.02% | +484+87.1% | Added |
| Glenview Trust Co | 1,041 | $359.4K | 0.01% | +61+6.2% | Added |
| PDS Planning, Inc | 1,043 | $360.1K | 0.03% | +145+16.1% | Added |
| Proficio Capital Partners LLC | 1,046 | $361.3K | 0.03% | +98+10.3% | Added |
| International Assets Investment Management, LLC | 1,047 | $361.5K | 0.03% | +164+18.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,050 | $362.4K | 0.19% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 1,050 | $362.5K | 0.17% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,050 | $362.6K | 0.00% | +13+1.3% | Added |
| Fulton Bank, N.A. | 1,052 | $363.2K | 0.01% | +46+4.6% | Added |
| Los Angeles Capital Management LLC | 1,056 | $364.6K | 0.00% | −25−2.3% | Reduced |
| Sivia Capital Partners, LLC | 1,059 | $365.8K | 0.17% | +37+3.6% | Added |
| Perennial Investment Advisors, LLC | 1,066 | $368.0K | 0.04% | +76+7.7% | Added |
| Cahaba Wealth Management, Inc. | 1,071 | $369.7K | 0.03% | −46−4.1% | Reduced |
| Legacy Capital Group California, Inc. | 1,072 | $370.1K | 0.13% | +1,072 | New |
| L2 Asset Management, LLC | 1,075 | $371.1K | 0.08% | +234+27.8% | Added |
| Cary Street Partners Financial LLC | 1,078 | $372.1K | 0.01% | −828−43.4% | Reduced |
| Westpac Banking Corp | 1,079 | $372.5K | 0.03% | −132−10.9% | Reduced |