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 1,481 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $71.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
16
shares
|
$5,408
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$4,732
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$4,732
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
14
shares
|
$4,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
14
shares
|
$4,732
0.0% of portfolio
|
Q1 2025
Reduced 73.58%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
14
shares
|
$4,732
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
13
shares
|
$4,394
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
13
shares
|
$4,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
13
shares
|
$4,394
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
13
shares
|
$4,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
13
shares
|
$4,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
13
shares
|
$4,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
12
shares
|
$4,056
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
12
shares
|
$4,056
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
11
shares
|
$3,718
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
10
shares
|
$3,380
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10
shares
|
$3,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
9
shares
|
$3,042
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$2,704
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7
shares
|
$2,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
7
shares
|
$2,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7
shares
|
$2,366
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$2,366
0.0% of portfolio
|
Q1 2025
Added 75.0%
|