Institutional Ownership Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG). We have compiled data on the 1,531 institutions that hold shares in the stock, with a total of 216 Million shares, which have been reported (via 13F filing form) to have a value of $64.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
1,584
shares
|
$464,397
0.0% of portfolio
|
Q2 2025
Added 51.43%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
1,574
shares
|
$461,465
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
1,547
shares
|
$453,549
0.12% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,542
shares
|
$452,083
0.06% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,534
shares
|
$449,738
0.17% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,526
shares
|
$447,392
0.01% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,508
shares
|
$442,115
0.02% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,507
shares
|
$441,822
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
1,502
shares
|
$440,356
0.41% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
1,500
shares
|
$439,770
0.08% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$439,770
0.07% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,500
shares
|
$439,770
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,498
shares
|
$439,183
0.02% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
1,495
shares
|
$438,304
0.13% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,491
shares
|
$437,131
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
1,490
shares
|
$436,838
0.01% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
1,489
shares
|
$436,545
0.15% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
1,479
shares
|
$433,613
0.25% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,475
shares
|
$432,440
0.01% of portfolio
|
Q2 2025
Added 60.85%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,468
shares
|
$430,388
0.04% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,466
shares
|
$429,801
0.01% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
1,464
shares
|
$429,215
0.03% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
1,452
shares
|
$425,697
0.12% of portfolio
|
Q2 2025
Added 107.73%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,441
shares
|
$422,472
0.05% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,441
shares
|
$422,472
0.04% of portfolio
|
Q2 2025
New holding
|