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 1,427 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $72.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$362,626
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
1,097
shares
|
$361,637
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jan 27, 2025 Q4 2024 |
1,090
shares
|
$359,329
0.17% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
1,082
shares
|
$356,692
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,081
shares
|
$356,362
0.0% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
1,080
shares
|
$356,032
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,079
shares
|
$355,703
0.06% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,060
shares
|
$349,439
0.09% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,058
shares
|
$348,780
0.12% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,056
shares
|
$348,120
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,053
shares
|
$347,131
0.01% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,050
shares
|
$346,143
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,050
shares
|
$346,143
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,049
shares
|
$345,813
0.16% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
1,037
shares
|
$341,857
0.03% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
1,037
shares
|
$341,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
1,035
shares
|
$341,198
0.07% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,032
shares
|
$340,209
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,022
shares
|
$336,912
0.14% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
1,020
shares
|
$336,253
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
1,017
shares
|
$335,264
0.01% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,014
shares
|
$334,275
0.02% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
1,006
shares
|
$331,637
0.02% of portfolio
|
Q4 2024
Reduced 15.25%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,003
shares
|
$330,648
0.09% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,000
shares
|
$329,660
0.11% of portfolio
|
Q2 2023
New holding
|