Purchases and Sales Made in Q1 2025 in Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG) during Q1 2025. The information is specifically focused on institutions that hold shares of Arthur J. Gallagher & Co..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-316- 20.08% |
$87.2K - $109K
|
1.26K
$417K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-317- 1.87% |
$87.5K - $109K
|
16.7K
$5.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-320- 1.5% |
$88.3K - $110K
|
21K
$6.94M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-336- 7.51% |
$92.7K - $116K
|
4.14K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-347- 1.16% |
$95.7K - $120K
|
29.6K
$9.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-350- 4.39% |
$96.6K - $121K
|
7.63K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-352- 29.63% |
$97.1K - $122K
|
836
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-356- 35.6% |
$98.2K - $123K
|
644
$213K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-357- 11.64% |
$98.5K - $123K
|
2.71K
$898K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-366- 0.72% |
$101K - $126K
|
50.7K
$16.8M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-367- 6.93% |
$101K - $127K
|
4.93K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-382- 4.07% |
$105K - $132K
|
9.01K
$2.99M
|
|
|
May 13, 2025
Q1 2025
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-387- 0.48% |
$107K - $134K
|
80.8K
$26.8M
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-400- 3.45% |
$110K - $138K
|
11.2K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-400- 3.43% |
$110K - $138K
|
11.3K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-441- 3.01% |
$122K - $152K
|
14.2K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-450- 7.45% |
$124K - $155K
|
5.59K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-450- 39.89% |
$124K - $155K
|
678
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-453- 0.41% |
$125K - $156K
|
110K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-457- 10.54% |
$126K - $158K
|
3.88K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-482- 30.3% |
$133K - $166K
|
1.11K
$367K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-485- 2.37% |
$134K - $167K
|
20K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-490- 1.17% |
$135K - $169K
|
41.3K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-500- 0.73% |
$138K - $173K
|
68.3K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-501- 11.35% |
$138K - $173K
|
3.91K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-506- 23.04% |
$140K - $175K
|
1.69K
$560K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-526- 21.36% |
$145K - $182K
|
1.94K
$641K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-527- 42.99% |
$145K - $182K
|
699
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-550- 21.36% |
$152K - $190K
|
2.03K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-573- 4.22% |
$158K - $198K
|
13K
$4.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-580- 37.2% |
$160K - $200K
|
979
$324K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-600- 0.09% |
$166K - $207K
|
705K
$233M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-614- 7.81% |
$169K - $212K
|
7.25K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-625- 40.69% |
$172K - $216K
|
911
$302K
|
|
|
Apr 30, 2025
Q1 2025
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-627- 13.76% |
$173K - $216K
|
3.93K
$1.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-642- 14.1% |
$177K - $222K
|
3.91K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-660- 3.13% |
$182K - $228K
|
20.4K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-671- 2.5% |
$185K - $232K
|
26.2K
$8.67M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-674- 11.51% |
$186K - $233K
|
5.18K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-696- 5.02% |
$192K - $240K
|
13.2K
$4.36M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-706- 32.19% |
$195K - $244K
|
1.49K
$493K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-717- 7.62% |
$198K - $248K
|
8.69K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-718- 19.29% |
$198K - $248K
|
3K
$995K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-745- 21.54% |
$206K - $257K
|
2.71K
$899K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-769- 22.75% |
$212K - $265K
|
2.61K
$865K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-780- 6.69% |
$215K - $269K
|
10.9K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-788- 24.31% |
$217K - $272K
|
2.45K
$813K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-807- 2.39% |
$223K - $279K
|
32.9K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-820- 10.3% |
$226K - $283K
|
7.14K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-821- 0.88% |
$227K - $283K
|
92.2K
$30.5M
|