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 1,292 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $47.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,000
shares
|
$283,100
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$283,100
0.1% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
997
shares
|
$282,250
0.03% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
997
shares
|
$282,250
0.02% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
994
shares
|
$281,401
0.04% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
988
shares
|
$279,702
0.15% of portfolio
|
Q2 2024
Added 16.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
980
shares
|
$277,438
0.03% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
975
shares
|
$276,022
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
973
shares
|
$275,456
0.05% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
969
shares
|
$274,323
0.1% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
965
shares
|
$273,191
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
965
shares
|
$273,191
0.03% of portfolio
|
Q2 2024
Added 11.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
964
shares
|
$272,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
963
shares
|
$272,625
0.04% of portfolio
|
Q2 2024
Added 13.29%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
946
shares
|
$267,812
0.01% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
943
shares
|
$266,963
0.02% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
932
shares
|
$263,849
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
929
shares
|
$262,999
0.01% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
927
shares
|
$262,433
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
925
shares
|
$261,867
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
920
shares
|
$260,452
0.02% of portfolio
|
Q3 2024
Reduced 39.71%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
917
shares
|
$259,602
0.04% of portfolio
|
Q4 2023
Reduced 8.85%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
905
shares
|
$256,205
0.15% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
905
shares
|
$256,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
902
shares
|
$255,356
0.22% of portfolio
|
Q4 2023
New holding
|