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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
100
shares
|
$28,607
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
96
shares
|
$27,462
0.01% of portfolio
|
Q4 2023
Reduced 42.51%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
96
shares
|
$27,462
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
95
shares
|
$27,176
0.02% of portfolio
|
Q2 2024
Reduced 51.53%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
94
shares
|
$26,890
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
93
shares
|
$26,604
0.0% of portfolio
|
Q4 2023
Reduced 9.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
93
shares
|
$26,604
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$26,318
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
90
shares
|
$25,746
0.01% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
82
shares
|
$23,457
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2024 Q2 2024 |
81
shares
|
$23,171
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
78
shares
|
$22,313
0.0% of portfolio
|
Q3 2024
Added 11.43%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
75
shares
|
$21,455
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
74
shares
|
$21,169
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
67
shares
|
$19,166
0.0% of portfolio
|
Q2 2024
Added 15.52%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
66
shares
|
$18,880
0.0% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
66
shares
|
$18,880
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
61
shares
|
$17,450
0.0% of portfolio
|
Q2 2024
Added 7.02%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
61
shares
|
$17,450
0.01% of portfolio
|
Q3 2024
Added 41.86%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
60
shares
|
$17,164
0.01% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
58
shares
|
$16,592
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$16,305
0.0% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
55
shares
|
$15,733
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
49
shares
|
$14,017
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
46
shares
|
$13,159
0.01% of portfolio
|
Q1 2024
New holding
|