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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
21
shares
|
$6,268
0.0% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$6,268
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
20
shares
|
$5,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
20
shares
|
$5,970
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
20
shares
|
$5,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$5,671
0.0% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$5,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
18
shares
|
$5,373
0.0% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$5,373
0.01% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
18
shares
|
$5,373
0.0% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
17
shares
|
$5,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
16
shares
|
$4,776
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
16
shares
|
$4,776
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$4,477
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
15
shares
|
$4,477
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$4,179
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$4,179
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
14
shares
|
$4,179
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
14
shares
|
$4,179
0.0% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$4,179
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
13
shares
|
$3,880
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
13
shares
|
$3,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$3,880
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
13
shares
|
$3,880
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
13
shares
|
$3,880
0.0% of portfolio
|
Q1 2025
New holding
|