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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 2,175 | $750.9K | 0.01% | −172−7.3% | Reduced |
| Clifford Group, LLC | 2,197 | $758.3K | 0.71% | −122−5.3% | Reduced |
| Hartline Investment Corp | 2,200 | $759.5K | 0.10% | 00.0% | Unchanged |
| Country Club Bank | 2,277 | $775.9K | 0.05% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,267 | $782.6K | 0.83% | +597+35.7% | Added |
| Stock Yards Bank & Trust Co | 2,269 | $783.4K | 0.03% | +86+3.9% | Added |
| Ellevest, Inc. | 2,271 | $784.0K | 0.05% | +568+33.4% | Added |
| SCS Capital Management LLC | 2,277 | $786.1K | 0.01% | +2,277 | New |
| Virtue Capital Management, LLC | 2,292 | $790.0K | 0.09% | −643−21.9% | Reduced |
| Montag A & Associates Inc | 2,300 | $794.1K | 0.04% | 00.0% | Unchanged |
| Phocas Financial Corp. | 2,300 | $794.1K | 0.12% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,324 | $799.7K | 0.04% | −32−1.4% | Reduced |
| ERn Financial, LLC | 2,319 | $800.5K | 0.13% | −28−1.2% | Reduced |
| Equitable Holdings, Inc. | 2,323 | $802.0K | 0.01% | +454+24.3% | Added |
| Ingalls & Snyder LLC | 2,328 | $804.0K | 0.03% | +2+0.1% | Added |
| Choate Investment Advisors | 2,339 | $807.5K | 0.02% | −57−2.4% | Reduced |
| Live Oak Private Wealth LLC | 2,344 | $809.2K | 0.13% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,356 | $813.5K | 0.03% | +797+51.1% | Added |
| Syon Capital LLC | 2,368 | $817.6K | 0.07% | +34+1.5% | Added |
| Accurate Wealth Management, LLC | 2,453 | $818.6K | 0.16% | −788−24.3% | Reduced |
| Foundation Wealth Management, LLC | 2,384 | $823.1K | 0.39% | −156−6.1% | Reduced |
| Prudent Man Advisors, LLC | 2,390 | $825.1K | 0.30% | +72+3.1% | Added |
| Anchor Investment Management, LLC | 2,422 | $836.1K | 0.08% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,423 | $836.6K | 0.01% | +28+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,457 | $837.2K | 0.13% | −45−1.8% | Reduced |
| Mather Group, LLC. | 2,438 | $841.6K | 0.01% | +58+2.4% | Added |
| Roundview Capital LLC | 2,439 | $842.0K | 0.06% | +10+0.4% | Added |
| Ameritas Investment Partners, Inc. | 2,443 | $843.4K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,454 | $847.2K | 0.02% | +2,454 | New |
| Texas Capital Bancshares Inc | 2,459 | $848.9K | 0.36% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 2,476 | $854.8K | 0.03% | +800+47.7% | Added |
| Csenge Advisory Group | 2,598 | $855.4K | 0.05% | −116−4.3% | Reduced |
| Clarus Wealth Advisors | 2,658 | $860.6K | 0.46% | −255−8.8% | Reduced |
| Okabena Investment Services Inc | 2,494 | $861.0K | 0.22% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,500 | $863.1K | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,503 | $864.0K | 0.16% | −24−0.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,549 | $880.0K | 0.03% | +2,549 | New |
| Pinnacle Financial Partners Inc | 2,564 | $885.2K | 0.02% | +224+9.6% | Added |
| Crawford Investment Counsel Inc | 2,581 | $890.9K | 0.02% | −58−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,588 | $893.5K | 0.05% | −1,082−29.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,649 | $894.7K | 0.17% | +2,649 | New |
| Catalina Capital Group, LLC | 2,611 | $901.4K | 0.60% | −769−22.8% | Reduced |
| Kestra Private Wealth Services, LLC | 2,612 | $901.8K | 0.02% | −175−6.3% | Reduced |
| Linscomb & Williams, Inc. | 2,640 | $911.4K | 0.05% | +12+0.5% | Added |
| Full Sail Capital, LLC | 2,710 | $935.6K | 0.06% | −357−11.6% | Reduced |
| Avantax Planning Partners, Inc. | 2,714 | $936.9K | 0.03% | −745−21.5% | Reduced |
| Williamson Legacy Group, LLC | 2,731 | $942.9K | 0.90% | +2,731 | New |
| Ashton Thomas Private Wealth, LLC | 2,746 | $948.0K | 0.04% | +35+1.3% | Added |
| Park National Corp | 2,781 | $960.1K | 0.04% | −20−0.7% | Reduced |
| Scotia Capital Inc. | 2,786 | $961.8K | 0.01% | −117−4.0% | Reduced |
| Burney Co | 2,800 | $966.7K | 0.04% | −40−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 2,800 | $966.7K | 0.06% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,818 | $972.9K | 0.00% | −63−2.2% | Reduced |
| Adviser Investments LLC | 2,818 | $973.0K | 0.01% | −10−0.4% | Reduced |
| Spire Wealth Management | 2,844 | $982.0K | 0.03% | +470+19.8% | Added |
| Webster Bank, N. A. | 2,850 | $983.9K | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,851 | $984.3K | 0.04% | +1,384+94.3% | Added |
| D.A. Davidson & Co. | 2,857 | $986.4K | 0.01% | −83−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,858 | $987.0K | 0.05% | +742+35.1% | Added |
| Sawgrass Asset Management LLC | 2,860 | $987.4K | 0.12% | −243−7.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,862 | $988.1K | 0.05% | +19+0.7% | Added |
| Trust Asset Management LLC | 2,865 | $989.1K | 0.08% | +461+19.2% | Added |
| MJP Associates Inc | 2,878 | $993.6K | 0.18% | −135−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 2,883 | $995.5K | 0.02% | −13,464−82.4% | Reduced |
| NewSquare Capital LLC | 2,884 | $995.7K | 0.08% | +77+2.7% | Added |
| Master's Wealth Management Inc. | 2,886 | $996.5K | 0.52% | −24−0.8% | Reduced |
| Ashton Thomas Securities, LLC | 2,895 | $999.5K | 0.28% | +108+3.9% | Added |
| Checchi Capital Advisers, LLC | 2,899 | $1.00M | 0.07% | +31+1.1% | Added |
| Andra AP-fonden | 2,900 | $1.00M | 0.02% | −12,000−80.5% | Reduced |
| Aventura Private Wealth, LLC | 2,914 | $1.01M | 0.53% | +176+6.4% | Added |
| Occidental Asset Management, LLC | 2,945 | $1.02M | 0.15% | +28+1.0% | Added |
| National Wealth Management Group, LLC | 2,978 | $1.03M | 0.68% | −207−6.5% | Reduced |
| Promus Capital, LLC | 2,982 | $1.03M | 0.78% | +206+7.4% | Added |
| Schechter Investment Advisors, LLC | 2,993 | $1.03M | 0.09% | −168−5.3% | Reduced |
| Summit Financial, LLC | 3,004 | $1.04M | 0.03% | −718−19.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 3,020 | $1.04M | 0.25% | −14,815−83.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,024 | $1.04M | 0.04% | +5+0.2% | Added |
| Heartland Bank & Trust Co | 3,053 | $1.05M | 0.54% | +518+20.4% | Added |
| Northwest & Ethical Investments L.P. | 3,066 | $1.06M | 0.03% | +2,066+206.6% | Added |
| Aptus Capital Advisors, LLC | 3,079 | $1.06M | 0.01% | +861+38.8% | Added |
| Financial Counselors Inc | 3,107 | $1.07M | 0.02% | −24−0.8% | Reduced |
| VestGen Advisors, LLC | 3,161 | $1.09M | 0.05% | +3,161 | New |
| WBH Advisory Inc | 3,168 | $1.09M | 0.10% | −126−3.8% | Reduced |
| Tritonpoint Wealth, LLC | 3,187 | $1.10M | 0.10% | +41+1.3% | Added |
| Sunbelt Securities, Inc. | 3,231 | $1.12M | 0.10% | −154−4.5% | Reduced |
| Fosun International Ltd | 3,234 | $1.12M | 0.31% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 3,241 | $1.12M | 0.82% | −89−2.7% | Reduced |
| Allen Investment Management LLC | 3,242 | $1.12M | 0.01% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,246 | $1.12M | 0.29% | −17−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,250 | $1.12M | 0.01% | +3,250 | New |
| Dana Investment Advisors, Inc. | 3,264 | $1.13M | 0.04% | −20−0.6% | Reduced |
| Bryn Mawr Trust Co | 3,279 | $1.13M | 0.02% | +168+5.4% | Added |
| Arete Wealth Advisors, LLC | 3,286 | $1.13M | 0.09% | −1,391−29.7% | Reduced |
| World Equity Group, Inc. | 3,307 | $1.13M | 0.32% | +195+6.3% | Added |
| VeraBank, N.A. | 3,303 | $1.14M | 0.32% | +3+0.1% | Added |
| TFR Capital, LLC. | 3,305 | $1.14M | 0.47% | +592+21.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,330 | $1.15M | 0.16% | −112−3.3% | Reduced |
| Banque Cantonale Vaudoise | 3,347 | $1.16M | 0.05% | +3,347 | New |
| Allred Capital Management, LLC | 3,377 | $1.17M | 0.47% | −3−0.1% | Reduced |
| Haverford Trust Co | 3,401 | $1.17M | 0.01% | 00.0% | Unchanged |