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 |
---|---|---|---|---|---|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,056
shares
|
$315,216
0.01% of portfolio
|
Q3 2022
New holding
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,055
shares
|
$314,917
0.03% of portfolio
|
Q2 2025
New holding
|
|
Epoch Investment Partners, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
1,051
shares
|
$313,723
0.0% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,050
shares
|
$313,425
0.15% of portfolio
|
Q4 2024
New holding
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$313,425
0.16% of portfolio
|
Q4 2024
Added 0.19%
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
1,050
shares
|
$313,425
0.09% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
1,046
shares
|
$312,231
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,044
shares
|
$311,634
0.3% of portfolio
|
Q2 2025
Added 254.02%
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,040
shares
|
$310,440
0.02% of portfolio
|
Q1 2025
Added 87.05%
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
1,037
shares
|
$309,544
0.03% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,037
shares
|
$309,544
0.1% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,029
shares
|
$307,156
0.05% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
1,026
shares
|
$306,261
0.05% of portfolio
|
Q2 2025
New holding
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,020
shares
|
$304,470
0.08% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,019
shares
|
$304,171
0.03% of portfolio
|
Q2 2025
Added 3.45%
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
1,019
shares
|
$304,171
0.01% of portfolio
|
Q2 2025
Added 28.99%
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
1,014
shares
|
$302,679
0.05% of portfolio
|
Q2 2025
Reduced 25.99%
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
1,008
shares
|
$300,888
0.01% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,000
shares
|
$298,500
0.1% of portfolio
|
Q1 2025
Added 55.28%
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$298,500
0.02% of portfolio
|
Q2 2023
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$298,500
0.14% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
999
shares
|
$298,201
0.04% of portfolio
|
Q2 2025
New holding
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
994
shares
|
$296,709
0.03% of portfolio
|
Q2 2025
Added 3.54%
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
991
shares
|
$295,813
0.04% of portfolio
|
Q2 2025
Added 2.06%
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
989
shares
|
$295,216
0.09% of portfolio
|
Q2 2025
Added 22.25%
|