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 $70.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
788
shares
|
$253,617
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
778
shares
|
$250,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
775
shares
|
$249,433
0.14% of portfolio
|
Q4 2024
Reduced 65.89%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
769
shares
|
$247,502
0.04% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
762
shares
|
$245,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
761
shares
|
$244,927
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
760
shares
|
$244,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
756
shares
|
$243,318
0.08% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
756
shares
|
$243,318
0.16% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
755
shares
|
$242,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
752
shares
|
$242,031
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
751
shares
|
$241,709
0.05% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
750
shares
|
$241,387
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
747
shares
|
$240,421
0.02% of portfolio
|
Q2 2022
Reduced 8.9%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
740
shares
|
$238,169
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
739
shares
|
$237,847
0.0% of portfolio
|
Q4 2024
Reduced 33.84%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
737
shares
|
$237,203
0.02% of portfolio
|
Q4 2022
Added 264.85%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
737
shares
|
$237,203
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
736
shares
|
$236,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
736
shares
|
$236,881
0.1% of portfolio
|
Q4 2024
Reduced 10.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
735
shares
|
$236,559
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
729
shares
|
$234,628
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
725
shares
|
$233,341
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
724
shares
|
$233,019
0.03% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
722
shares
|
$232,375
0.01% of portfolio
|
Q4 2024
New holding
|