Latest Institutional Transactions on Arthur J. Gallagher & Co. (AJG)
This table provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
74+ 6.37% |
$23K - $25.8K
|
1.24K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
957+ 96.96% |
$297K - $334K
|
1.94K
$613K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
70+ 10.94% |
$21.8K - $24.4K
|
710
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
87+ 35.51% |
$27K - $30.3K
|
332
$105K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
100+ 12.5% |
$31.1K - $34.9K
|
900
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-734- 3.09% |
$228K - $256K
|
23K
$7.25M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-135- 1.2% |
$42K - $47.1K
|
11.1K
$3.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
56+ 8.45% |
$17.4K - $19.5K
|
719
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-49- 6.54% |
$15.2K - $17.1K
|
700
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.04K- 5.82% |
$322K - $361K
|
16.8K
$5.28M
|
|
|
Jul 08, 2025
Q2 2025
|
D. Scott Neal, Inc.
|
BUY
|
- |
59+ 0.1% |
$18.3K - $20.6K
|
57.6K
$18.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.66% |
$311 - $349
|
153
$48.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 26.32% |
$478K - $536K
|
7.38K
$2.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-84- 1.58% |
$26.1K - $29.3K
|
5.23K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 10.31% |
$6.22K - $6.98K
|
214
$67.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 1.46% |
$6.22K - $6.98K
|
1.39K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 1.19% |
$1.24K - $1.4K
|
340
$107K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15+ 250.0% |
$4.66K - $5.23K
|
21
$6.62K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 3.23% |
$2.49K - $2.79K
|
256
$80.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-15- 0.73% |
$4.66K - $5.23K
|
2.03K
$639K
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-147- 3.26% |
$45.7K - $51.3K
|
4.37K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-577- 24.83% |
$179K - $201K
|
1.75K
$551K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 3.86% |
$51K - $57.2K
|
4.08K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-147- 12.06% |
$45.7K - $51.3K
|
1.07K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-475- 4.42% |
$148K - $166K
|
10.3K
$3.24M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-18- 0.65% |
$5.6K - $6.28K
|
2.76K
$871K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 0.43% |
$2.49K - $2.79K
|
1.89K
$595K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-820- 5.73% |
$255K - $286K
|
13.5K
$4.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-58- 37.66% |
$18K - $20.2K
|
96
$30.3K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-7.03K- 21.08% |
$1.94M - $2.43M
|
26.3K
$8.29M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
9.33KNew |
$2.57M - $3.22M
|
9.33K
$2.94M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
126New |
$34.8K - $43.5K
|
126
$39.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$1.66K - $2.07K
|
6
$1.89K
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
SELL
|
- |
-7K- 5.83% |
$1.93M - $2.42M
|
113K
$35.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.86K+ 1269.19% |
$1.34M - $1.68M
|
5.24K
$1.65M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7- 0.9% |
$1.93K - $2.42K
|
771
$243K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
703New |
$194K - $243K
|
703
$222K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
4.32KNew |
$1.19M - $1.49M
|
4.32K
$1.36M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.88K+ 608.48% |
$1.07M - $1.34M
|
4.51K
$1.42M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.4K- 25.39% |
$3.96M - $4.95M
|
42.2K
$13.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
61+ 6.22% |
$16.8K - $21.1K
|
1.04K
$328K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-7.4K- 21.53% |
$2.04M - $2.55M
|
27K
$8.5M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.74KNew |
$481K - $602K
|
1.74K
$550K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.74KNew |
$481K - $602K
|
1.74K
$550K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
90.6K+ 6.3% |
$25M - $31.3M
|
1.53M
$482M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
356+ 55.28% |
$98.2K - $123K
|
1K
$315K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.85% |
$1.66K - $2.07K
|
703
$222K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.38K+ 140.65% |
$380K - $475K
|
2.36K
$743K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.37K+ 14.95% |
$377K - $471K
|
10.5K
$3.31M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$552 - $690
|
2
$631
|
|