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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 1,507 | $520.3K | 0.03% | −22−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,508 | $520.6K | 0.06% | +232+18.2% | Added |
| Trust Co of Virginia | 1,518 | $524.1K | 0.05% | −300−16.5% | Reduced |
| Ifrah Financial Services, Inc. | 1,518 | $524.1K | 0.15% | −113−6.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,527 | $527.2K | 0.05% | +77+5.3% | Added |
| Quotient Wealth Partners, LLC | 1,543 | $532.6K | 0.02% | −57−3.6% | Reduced |
| First Horizon Advisors, Inc. | 1,542 | $532.6K | 0.02% | +321+26.3% | Added |
| OneAscent Wealth Management LLC | 1,546 | $534.0K | 0.23% | −47−3.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,556 | $537.3K | 0.01% | +172+12.4% | Added |
| Hoxton Planning & Management, LLC | 1,557 | $537.5K | 0.21% | +7+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,572 | $543.3K | 0.01% | +1,572 | New |
| AMG National Trust Bank | 1,576 | $544.1K | 0.02% | +3+0.2% | Added |
| Mitchell Sinkler & Starr | 1,600 | $552.4K | 0.15% | −100−5.9% | Reduced |
| LS Investment Advisors, LLC | 1,600 | $552.4K | 0.09% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,603 | $553.4K | 0.06% | +33+2.1% | Added |
| Simon Quick Advisors, LLC | 1,603 | $553.5K | 0.03% | +798+99.1% | Added |
| Ballentine Partners, LLC | 1,610 | $555.8K | 0.01% | +396+32.6% | Added |
| Banco Santander, S.A. | 1,612 | $556.5K | 0.01% | +202+14.3% | Added |
| Dynamic Advisor Solutions LLC | 1,614 | $557.1K | 0.02% | +47+3.0% | Added |
| Cozad Asset Management Inc | 1,617 | $558.1K | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,624 | $560.7K | 0.18% | +1,624 | New |
| American National Bank | 1,628 | $562.1K | 0.06% | −269−14.2% | Reduced |
| Sigma Planning Corp | 1,631 | $563.1K | 0.02% | −2−0.1% | Reduced |
| Quadcap Wealth Management, LLC | 1,634 | $564.3K | 0.08% | −116−6.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,651 | $570.0K | 0.01% | +1+0.1% | Added |
| Mission Wealth Management, LP | 1,659 | $572.8K | 0.01% | +46+2.9% | Added |
| Keel Point, LLC | 1,660 | $573.1K | 0.04% | +517+45.2% | Added |
| Plato Investment Management Ltd | 1,651 | $576.2K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,671 | $576.8K | 0.03% | +287+20.7% | Added |
| Miller Investment Management, LP | 1,672 | $577.2K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,672 | $577.2K | 0.22% | +476+39.8% | Added |
| Concentric Capital Strategies, LP | 1,682 | $580.7K | 0.06% | +1,682 | New |
| Commerzbank Aktiengesellschaft | 1,681 | $581.0K | 0.01% | +166+11.0% | Added |
| Woodward Diversified Capital, LLC | 1,690 | $583.5K | 0.41% | −506−23.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,817 | $585.6K | 0.06% | +17+0.9% | Added |
| Patrick M Sweeney & Associates, Inc | 1,700 | $586.9K | 0.44% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 1,716 | $592.4K | 0.01% | +210+13.9% | Added |
| Change Path, LLC | 1,727 | $596.4K | 0.02% | −288−14.3% | Reduced |
| Burns Matteson Capital Management, LLC | 1,740 | $600.7K | 0.32% | +753+76.3% | Added |
| Rothschild Investment LLC | 1,741 | $601.1K | 0.04% | −64−3.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,741 | $601.1K | 0.03% | −62−3.4% | Reduced |
| Belpointe Asset Management LLC | 1,744 | $602.1K | 0.03% | +1,744 | New |
| Fortis Capital Advisors, LLC | 1,744 | $602.1K | 0.12% | +1,744 | New |
| McGlone Suttner Wealth Management, Inc. | 1,748 | $603.4K | 0.10% | −922−34.5% | Reduced |
| Boston Common Asset Management, LLC | 1,748 | $603.5K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 1,769 | $611.0K | 0.02% | +154+9.5% | Added |
| Cookson Peirce & Co Inc | 1,775 | $612.8K | 0.03% | +27+1.5% | Added |
| Wrapmanager Inc | 1,778 | $613.8K | 0.16% | −119−6.3% | Reduced |
| Custom Index Systems, LLC | 1,789 | $617.6K | 0.31% | +1,789 | New |
| Sowell Financial Services LLC | 1,790 | $618.0K | 0.03% | +1,790 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,806 | $623.5K | 0.04% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,814 | $626.3K | 0.09% | +14+0.8% | Added |
| Warren Averett Asset Management, LLC | 1,824 | $629.7K | 0.01% | +2+0.1% | Added |
| Huntington National Bank | 1,827 | $630.8K | 0.00% | +134+7.9% | Added |
| Simmons Bank | 1,828 | $631.1K | 0.05% | +39+2.2% | Added |
| Mutual Advisors, LLC | 1,960 | $631.6K | 0.02% | +170+9.5% | Added |
| Raleigh Capital Management Inc. | 1,833 | $632.9K | 0.29% | −1,384−43.0% | Reduced |
| SMART Wealth LLC | 1,851 | $638.9K | 0.23% | +146+8.6% | Added |
| Balyasny Asset Management LLC | 1,853 | $639.7K | 0.00% | −1,317,652−99.9% | Reduced |
| Manchester Capital Management LLC | 1,854 | $640.1K | 0.08% | +694+59.8% | Added |
| Kingsview Wealth Management, LLC | 1,879 | $648.6K | 0.01% | +897+91.3% | Added |
| Harbor Investment Advisory, LLC | 1,880 | $649.1K | 0.06% | +1+0.1% | Added |
| Northside Capital Management, LLC | 1,891 | $652.8K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,895 | $654.2K | 0.01% | +83+4.6% | Added |
| Invesco, LLC | 1,915 | $661.1K | 0.27% | +56+3.0% | Added |
| Drive Wealth Management, LLC | 1,916 | $661.2K | 0.16% | −13−0.7% | Reduced |
| Raiffeisen Bank International AG | 1,948 | $663.8K | 0.01% | +960+97.2% | Added |
| PAX Financial Group, LLC | 1,936 | $668.5K | 0.12% | −526−21.4% | Reduced |
| Patron Partners Advisors, LLC | 1,937 | $668.6K | 0.36% | +180+10.2% | Added |
| RiverGlades Family Offices LLC | 1,940 | $669.6K | 0.48% | +77+4.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,942 | $670.5K | 0.05% | −40−2.0% | Reduced |
| Lantz Financial LLC | 1,943 | $670.8K | 0.18% | +152+8.5% | Added |
| Caldwell Trust Co | 1,944 | $671.1K | 0.07% | +264+15.7% | Added |
| Qtron Investments LLC | 1,944 | $671.1K | 0.10% | +484+33.2% | Added |
| Horizon Kinetics Asset Management LLC | 1,957 | $675.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,973 | $681.2K | 0.03% | −113−5.4% | Reduced |
| Biltmore Family Office, LLC | 2,000 | $690.5K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,029 | $691.4K | 0.07% | +42+2.1% | Added |
| Oakworth Capital, Inc. | 2,011 | $694.3K | 0.05% | +9+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 2,015 | $695.5K | 0.17% | +104+5.4% | Added |
| Nixon Peabody Trust Co | 2,025 | $699.1K | 0.06% | −550−21.4% | Reduced |
| Cynosure Management, LLC | 2,026 | $699.5K | 0.10% | −75−3.6% | Reduced |
| Somerset Trust Co | 2,041 | $704.6K | 0.25% | −49−2.3% | Reduced |
| Graypoint LLC | 2,058 | $710.5K | 0.04% | +134+7.0% | Added |
| Regal Investment Advisors LLC | 2,061 | $711.4K | 0.06% | +358+21.0% | Added |
| Tiaa Trust, National Association | 2,062 | $712.0K | 0.00% | −2,020−49.5% | Reduced |
| Balboa Wealth Partners | 2,064 | $712.7K | 0.17% | −186−8.3% | Reduced |
| NorthRock Partners, LLC | 2,069 | $714.3K | 0.02% | +2+0.1% | Added |
| EP Wealth Advisors, LLC | 2,071 | $715.0K | 0.01% | +114+5.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,074 | $716.0K | 0.01% | −228−9.9% | Reduced |
| 44 Wealth Management LLC | 2,083 | $719.1K | 0.27% | +71+3.5% | Added |
| V-Square Quantitative Management LLC | 2,092 | $722.2K | 0.11% | −174−7.7% | Reduced |
| Pathway Financial Advisors LLC | 2,100 | $725.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,110 | $728.5K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,123 | $733.0K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 2,124 | $733.3K | 0.04% | +60+2.9% | Added |
| Garde Capital, Inc. | 2,139 | $738.6K | 0.04% | +1,139+113.9% | Added |
| IFP Advisors, Inc | 2,156 | $744.3K | 0.02% | +416+23.9% | Added |
| Personal Cfo Solutions, LLC | 2,160 | $745.7K | 0.15% | +346+19.1% | Added |
| Private Trust Co NA | 2,170 | $749.2K | 0.08% | +75+3.6% | Added |