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 |
|---|---|---|---|---|---|
| Prossimo Advisors, LLC | 1,080 | $373.0K | 0.28% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,208 | $376.1K | 0.01% | +14+1.2% | Added |
| KCM Investment Advisors LLC | 1,091 | $376.7K | 0.01% | +9+0.8% | Added |
| Defined Financial Planning LLC | 1,100 | $378.2K | 0.38% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 1,100 | $379.8K | 0.10% | −100−8.3% | Reduced |
| BancorpSouth Bank | 1,100 | $379.8K | 0.03% | +125+12.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,103 | $380.8K | 0.00% | +1,070+3,242.4% | Added |
| Tucker Asset Management LLC | 1,107 | $382.2K | 0.12% | −312−22.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,109 | $382.9K | 0.11% | −482−30.3% | Reduced |
| Excalibur Management Corp | 1,109 | $383.0K | 0.15% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,113 | $384.3K | 0.11% | +1,113 | New |
| Foundations Investment Advisors, LLC | 1,114 | $384.6K | 0.01% | +61+5.8% | Added |
| Federated Hermes, Inc. | 1,118 | $386.0K | 0.00% | +379+51.3% | Added |
| Brown Miller Wealth Management, LLC | 1,123 | $387.8K | 0.13% | +1,123 | New |
| Angeles Wealth Management, LLC | 1,124 | $388.1K | 0.03% | +110+10.8% | Added |
| CWA Asset Management Group, LLC | 1,125 | $388.4K | 0.02% | +207+22.5% | Added |
| Buckingham Strategic Partners | 1,134 | $391.8K | 0.01% | +419+58.6% | Added |
| San Luis Wealth Advisors LLC | 1,137 | $393.0K | 0.09% | +1+0.1% | Added |
| City Holding Co | 1,140 | $393.6K | 0.06% | +34+3.1% | Added |
| Capital Management Associates, Inc | 1,140 | $393.6K | 0.09% | +1,140 | New |
| Thoroughbred Financial Services, LLC | 1,142 | $394.0K | 0.02% | +18+1.6% | Added |
| New Century Financial Group, LLC | 1,147 | $396.0K | 0.46% | −1,984−63.4% | Reduced |
| Savvy Advisors, Inc. | 1,150 | $397.0K | 0.04% | −76−6.2% | Reduced |
| Legacy Financial Advisors, Inc. | 1,154 | $398.4K | 0.07% | +160+16.1% | Added |
| Wrenne Financial Planning LLC | 1,155 | $398.8K | 0.21% | +2+0.2% | Added |
| Stratos Wealth Advisors, LLC | 1,158 | $400.1K | 0.02% | −139−10.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 1,159 | $400.1K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,161 | $400.8K | 0.14% | −70−5.7% | Reduced |
| Portside Wealth Group, LLC | 1,162 | $401.2K | 0.07% | +231+24.8% | Added |
| HBK Sorce Advisory LLC | 1,168 | $403.3K | 0.01% | −5−0.4% | Reduced |
| Sage Mountain Advisors LLC | 1,175 | $405.7K | 0.03% | +225+23.7% | Added |
| Park Place Capital Corp | 1,194 | $412.2K | 0.11% | −16−1.3% | Reduced |
| Spinnaker Trust | 1,195 | $412.6K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 1,198 | $413.7K | 0.32% | +2+0.2% | Added |
| Encompass More Asset Management | 1,199 | $413.9K | 0.12% | −55−4.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,203 | $415.3K | 0.05% | −18−1.5% | Reduced |
| Compass Ion Advisors, LLC | 1,207 | $416.7K | 0.05% | −6−0.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,211 | $418.1K | 0.08% | −2−0.2% | Reduced |
| Kathmere Capital Management, LLC | 1,212 | $418.5K | 0.04% | +16+1.3% | Added |
| Alta Advisers Ltd | 1,218 | $420.5K | 0.18% | +500+69.6% | Added |
| HBW Advisory Services LLC | 1,219 | $420.9K | 0.06% | +87+7.7% | Added |
| Successful Portfolios LLC | 1,220 | $421.4K | 0.29% | −17−1.4% | Reduced |
| Values First Advisors, Inc. | 1,223 | $421.4K | 0.25% | −122−9.1% | Reduced |
| Sandy Spring Bank | 1,233 | $425.7K | 0.02% | +20+1.6% | Added |
| StoneX Group Inc. | 1,241 | $428.3K | 0.02% | −40−3.1% | Reduced |
| Berkshire Asset Management LLC | 1,273 | $430.9K | 0.02% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,250 | $432.0K | 0.02% | 00.0% | Unchanged |
| Challenger Wealth Management | 1,253 | $432.5K | 0.34% | +1+0.1% | Added |
| Pensionmark Financial Group, LLC | 1,254 | $433.0K | 0.01% | +234+22.9% | Added |
| David Loasby | 1,331 | $433.5K | 0.04% | +148+12.5% | Added |
| Shelton Capital Management | 1,256 | $433.6K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,258 | $434.3K | 0.18% | −316−20.1% | Reduced |
| CenterBook Partners LP | 1,259 | $434.7K | 0.03% | −3,645−74.3% | Reduced |
| Stonegate Investment Group, LLC | 1,260 | $435.0K | 0.01% | −235−15.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,263 | $436.0K | 0.85% | −240−16.0% | Reduced |
| Fieldview Capital Management, LLC | 1,272 | $439.1K | 0.06% | −2,942−69.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,272 | $439.1K | 0.00% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 1,295 | $447.1K | 0.38% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 1,296 | $447.4K | 0.25% | +163+14.4% | Added |
| Old North State Wealth Management, LLC | 1,292 | $447.5K | 0.25% | +202+18.5% | Added |
| J. W. Coons Advisors, LLC | 1,300 | $448.8K | 0.12% | −100−7.1% | Reduced |
| Strategic Blueprint, LLC | 1,301 | $449.3K | 0.02% | −205−13.6% | Reduced |
| Paragon Private Wealth Management, LLC | 1,306 | $451.0K | 0.21% | +339+35.1% | Added |
| Austin Private Wealth, LLC | 1,315 | $454.0K | 0.04% | −847−39.2% | Reduced |
| Wilkins Investment Counsel Inc | 1,315 | $454.0K | 0.07% | −85−6.1% | Reduced |
| Wolff Wiese Magana LLC | 1,318 | $455.0K | 0.31% | +1,274+2,895.5% | Added |
| AdvisorNet Financial, Inc | 1,331 | $459.5K | 0.03% | −28−2.1% | Reduced |
| Journey Strategic Wealth LLC | 1,342 | $463.4K | 0.02% | +3+0.2% | Added |
| Vestor Capital, LLC | 1,351 | $466.0K | 0.04% | −43−3.1% | Reduced |
| Trust Co of Vermont | 1,362 | $470.2K | 0.02% | −147−9.7% | Reduced |
| Massmutual Trust Co FSB | 1,367 | $471.9K | 0.01% | +373+37.5% | Added |
| S-Bank Fund Management Ltd | 1,370 | $473.0K | 0.09% | +1,370 | New |
| Curated Wealth Partners LLC | 1,370 | $473.0K | 0.06% | +1,370 | New |
| ICONIQ Capital, LLC | 1,374 | $474.4K | 0.01% | +117+9.3% | Added |
| Conning Inc. | 1,376 | $475.1K | 0.02% | +67+5.1% | Added |
| GTS Securities LLC | 1,378 | $475.7K | 0.02% | −1,620−54.0% | Reduced |
| Integrated Advisors Network LLC | 1,382 | $477.3K | 0.02% | −869−38.6% | Reduced |
| AustralianSuper Pty Ltd | 1,389 | $479.5K | 0.00% | +1,389 | New |
| Catalytic Wealth RIA, LLC | 1,391 | $480.2K | 0.09% | −164−10.5% | Reduced |
| Skopos Labs, Inc. | 1,396 | $481.7K | 0.10% | +336+31.7% | Added |
| River Wealth Advisors LLC | 1,399 | $483.0K | 0.07% | −27−1.9% | Reduced |
| Shufro Rose & Co LLC | 1,400 | $483.3K | 0.04% | 00.0% | Unchanged |
| Insight 2811, Inc. | 1,400 | $483.3K | 0.25% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 1,411 | $487.1K | 0.12% | −4−0.3% | Reduced |
| Perigon Wealth Management, LLC | 1,416 | $489.0K | 0.01% | −5−0.4% | Reduced |
| Bridges Investment Management Inc | 1,424 | $491.6K | 0.01% | +1,424 | New |
| Tudor Financial Inc. | 1,425 | $492.0K | 0.30% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,431 | $493.9K | 0.01% | +265+22.7% | Added |
| Eqis Capital Management, Inc. | 1,433 | $494.6K | 0.04% | −176−10.9% | Reduced |
| Lake Street Financial LLC | 1,437 | $496.1K | 0.08% | −175−10.9% | Reduced |
| Signal Advisors Wealth, LLC | 1,448 | $499.9K | 0.05% | −16−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,472 | $508.2K | 0.02% | −5−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,484 | $512.5K | 0.30% | +709+91.5% | Added |
| Howard Capital Management Inc. | 1,487 | $513.3K | 0.01% | −706−32.2% | Reduced |
| Heritage Wealth Advisors | 1,498 | $517.2K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,500 | $517.9K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,500 | $517.9K | 0.12% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,501 | $518.2K | 0.01% | −211,388−99.3% | Reduced |
| Longview Financial Advisors, Inc. | 1,505 | $519.6K | 0.45% | −46−3.0% | Reduced |
| Modera Wealth Management, LLC | 1,506 | $520.0K | 0.01% | −52−3.3% | Reduced |