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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
518+ 20.43% |
$143K - $179K
|
3.05K
$962K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
518+ 0.08% |
$143K - $179K
|
627K
$198M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
517+ 45.23% |
$143K - $178K
|
1.66K
$523K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
514+ 5.99% |
$142K - $177K
|
9.09K
$2.86M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
514+ 7.9% |
$142K - $177K
|
7.02K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
511+ 4.14% |
$141K - $176K
|
12.9K
$4.05M
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
500+ 69.64% |
$138K - $173K
|
1.22K
$384K
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
484+ 87.05% |
$134K - $167K
|
1.04K
$328K
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
484+ 33.15% |
$134K - $167K
|
1.94K
$613K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
476+ 39.8% |
$131K - $164K
|
1.67K
$527K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
475+ 0.25% |
$131K - $164K
|
187K
$59.1M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
470+ 19.8% |
$130K - $162K
|
2.84K
$897K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
467New |
$129K - $161K
|
467
$147K
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
466+ 4.22% |
$129K - $161K
|
11.5K
$3.62M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
462+ 1.78% |
$127K - $160K
|
26.4K
$8.32M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
461+ 19.18% |
$127K - $159K
|
2.87K
$903K
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
459+ 0.94% |
$127K - $158K
|
49.2K
$15.5M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
454+ 24.29% |
$125K - $157K
|
2.32K
$732K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
453New |
$125K - $156K
|
453
$143K
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
BUY
|
- |
448+ 4.24% |
$124K - $155K
|
11K
$3.47M
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
447+ 4.78% |
$123K - $154K
|
9.81K
$3.09M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
421+ 12.72% |
$116K - $145K
|
3.73K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
419+ 58.6% |
$116K - $145K
|
1.13K
$357K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
416+ 23.91% |
$115K - $144K
|
2.16K
$680K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
413+ 9.29% |
$114K - $143K
|
4.86K
$1.53M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 10.39% |
$113K - $142K
|
4.36K
$1.37M
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
403+ 6.34% |
$111K - $139K
|
6.76K
$2.13M
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
396+ 32.62% |
$109K - $137K
|
1.61K
$508K
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
391+ 7.13% |
$108K - $135K
|
5.88K
$1.85M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
379+ 51.29% |
$105K - $131K
|
1.12K
$352K
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
377+ 2.38% |
$104K - $130K
|
16.2K
$5.11M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
373+ 37.53% |
$103K - $129K
|
1.37K
$431K
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
365+ 0.53% |
$101K - $126K
|
69K
$21.8M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
360+ 7.83% |
$99.3K - $124K
|
4.96K
$1.56M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
358+ 21.02% |
$98.8K - $124K
|
2.06K
$650K
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
356+ 55.28% |
$98.2K - $123K
|
1K
$315K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
346+ 19.07% |
$95.5K - $119K
|
2.16K
$681K
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
339+ 35.06% |
$93.5K - $117K
|
1.31K
$412K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
336+ 31.7% |
$92.7K - $116K
|
1.4K
$440K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
331+ 8.56% |
$91.3K - $114K
|
4.2K
$1.32M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
329+ 10.43% |
$90.8K - $114K
|
3.48K
$1.1M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
324+ 53.03% |
$89.4K - $112K
|
935
$295K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
321+ 26.29% |
$88.6K - $111K
|
1.54K
$486K
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
318+ 39.26% |
$87.7K - $110K
|
1.13K
$356K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
314+ 7.5% |
$86.6K - $108K
|
4.5K
$1.42M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
302+ 2.5% |
$83.3K - $104K
|
12.4K
$3.91M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.24% |
$82.8K - $104K
|
13.7K
$4.32M
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
300+ 1.71% |
$82.8K - $104K
|
17.9K
$5.64M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
295+ 5.01% |
$81.4K - $102K
|
6.18K
$1.95M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
287+ 20.74% |
$79.2K - $99.1K
|
1.67K
$527K
|