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 1,252 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
628
shares
|
$179,651
0.02% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
618
shares
|
$176,791
0.01% of portfolio
|
Q1 2022
Reduced 33.83%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
615
shares
|
$175,933
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
606
shares
|
$173,358
0.11% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
600
shares
|
$171,642
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
580
shares
|
$165,920
0.08% of portfolio
|
Q3 2023
Reduced 15.33%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
558
shares
|
$159,627
0.07% of portfolio
|
Q2 2023
Reduced 10.86%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
556
shares
|
$159,054
0.01% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
535
shares
|
$153,047
0.02% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
520
shares
|
$148,756
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
499
shares
|
$142,748
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
493
shares
|
$141,032
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
490
shares
|
$140,174
0.03% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
475
shares
|
$135,883
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
468
shares
|
$133,880
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
461
shares
|
$131,878
0.02% of portfolio
|
Q2 2022
Added 172.78%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
454
shares
|
$129,875
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
446
shares
|
$127,587
0.09% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
436
shares
|
$124,726
0.03% of portfolio
|
Q2 2024
Added 963.41%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
421
shares
|
$120,435
0.02% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
414
shares
|
$118,432
0.01% of portfolio
|
Q1 2023
Reduced 17.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
411
shares
|
$117,574
0.05% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
395
shares
|
$112,997
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
391
shares
|
$111,853
0.01% of portfolio
|
Q4 2023
Added 234.19%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
391
shares
|
$111,853
0.08% of portfolio
|
Q2 2024
New holding
|