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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
618
shares
|
$184,473
0.01% of portfolio
|
Q1 2022
Reduced 33.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
601
shares
|
$179,398
0.01% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
600
shares
|
$179,100
0.17% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
592
shares
|
$176,712
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
580
shares
|
$173,130
0.09% of portfolio
|
Q3 2023
Reduced 15.33%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
570
shares
|
$170,145
0.02% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
568
shares
|
$169,548
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
565
shares
|
$168,652
0.01% of portfolio
|
Q2 2025
Reduced 47.59%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
558
shares
|
$166,563
0.07% of portfolio
|
Q2 2023
Reduced 10.86%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
543
shares
|
$162,085
0.05% of portfolio
|
Q4 2024
Added 58.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
537
shares
|
$160,294
0.01% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
535
shares
|
$159,697
0.02% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
501
shares
|
$149,548
0.09% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
493
shares
|
$147,160
0.1% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
475
shares
|
$141,787
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
472
shares
|
$140,892
0.01% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
471
shares
|
$140,593
0.05% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
468
shares
|
$139,698
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
461
shares
|
$137,608
0.02% of portfolio
|
Q2 2022
Added 172.78%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
454
shares
|
$135,519
0.05% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
453
shares
|
$135,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
446
shares
|
$133,131
0.09% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
414
shares
|
$123,579
0.01% of portfolio
|
Q1 2023
Reduced 17.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
411
shares
|
$122,683
0.05% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
393
shares
|
$117,310
0.04% of portfolio
|
Q2 2025
Reduced 13.25%
|