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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
12
shares
|
$3,582
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
12
shares
|
$3,582
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$3,582
0.0% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
12
shares
|
$3,582
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
11
shares
|
$3,283
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$2,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10
shares
|
$2,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9
shares
|
$2,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$2,388
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$2,388
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
8
shares
|
$2,388
0.0% of portfolio
|
Q2 2025
Reduced 96.35%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
8
shares
|
$2,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
8
shares
|
$2,388
0.0% of portfolio
|
Q2 2025
Reduced 75.76%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
7
shares
|
$2,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7
shares
|
$2,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7
shares
|
$2,089
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
7
shares
|
$2,089
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
6
shares
|
$1,791
0.0% of portfolio
|
Q4 2024
New holding
|