Latest Institutional Transactions on Arthur J. Gallagher & Co. (AJG)
This table provides information on the latest institutional transactions involving Arthur J. Gallagher & Co. (AJG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
226+ 12.56% |
$54.9K - $70.2K
|
2.03K
$523K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
102+ 2.22% |
$24.8K - $31.7K
|
4.7K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2- 1.08% |
$486 - $621
|
184
$47.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-864- 1.12% |
$210K - $268K
|
76K
$19.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-351- 31.12% |
$85.3K - $109K
|
777
$201K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
274+ 14.55% |
$66.6K - $85.1K
|
2.16K
$558K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-152- 11.15% |
$36.9K - $47.2K
|
1.21K
$313K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$486 - $621
|
1.07K
$277K
|
|
|
Jan 06, 2026
Q4 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
857+ 2.29% |
$208K - $266K
|
38.3K
$9.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-1- 0.02% |
$243 - $310
|
5.5K
$1.42M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
350+ 259.26% |
$85K - $109K
|
485
$125K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.01K+ 28.69% |
$731K - $934K
|
13.5K
$3.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.88K- 5.05% |
$457K - $584K
|
35.4K
$9.15M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.18K- 22.89% |
$286K - $365K
|
3.96K
$1.02M
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-139- 4.97% |
$39.5K - $44.4K
|
2.66K
$686K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-404- 0.78% |
$115K - $129K
|
51.3K
$13.3M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 1.82% |
$5.97K - $6.71K
|
1.13K
$292K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 200.0% |
$4.55K - $5.11K
|
24
$6.2K
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.95K+ 23.18% |
$1.41M - $1.58M
|
26.3K
$6.8M
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-151- 10.31% |
$42.9K - $48.2K
|
1.31K
$339K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-100- 0.86% |
$28.4K - $31.9K
|
11.6K
$2.99M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-33- 30.84% |
$9.38K - $10.5K
|
74
$19.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 1.36% |
$11.7K - $13.1K
|
3.06K
$792K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
208+ 1.92% |
$59.1K - $66.5K
|
11.1K
$2.86M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
955New |
$271K - $305K
|
955
$247K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-210- 2.7% |
$59.7K - $67.1K
|
7.56K
$1.96M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.82KNew |
$1.94M - $2.18M
|
6.82K
$1.76M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 5.88% |
$568 - $639
|
36
$9.31K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-274K- 88.59% |
$78M - $87.7M
|
35.4K
$9.14M
|
|
|
Nov 21, 2025
Q3 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
3+ 0.01% |
$853 - $958
|
51.3K
$13.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31.5K- 10.33% |
$8.96M - $10.1M
|
274K
$70.7M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 13.79% |
$2.27K - $2.56K
|
66
$17.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.81K- 69.05% |
$515K - $580K
|
813
$210K
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-105- 1.13% |
$29.8K - $33.5K
|
9.19K
$2.38M
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
720+ 2769.23% |
$205K - $230K
|
746
$193K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.17K- 1.16% |
$1.19M - $1.33M
|
357K
$92.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
172+ 1.25% |
$48.9K - $55K
|
13.9K
$3.59M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
203+ 0.18% |
$57.7K - $64.9K
|
113K
$29.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-86- 2.54% |
$24.4K - $27.5K
|
3.3K
$853K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-15.5K- 12.41% |
$4.41M - $4.96M
|
110K
$28.3M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
32+ 2.81% |
$9.09K - $10.2K
|
1.17K
$303K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.15% |
$284 - $319
|
673
$174K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.82K- 45.47% |
$1.09M - $1.22M
|
4.58K
$1.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.45K+ 1.69% |
$1.26M - $1.42M
|
267K
$69.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
26New |
$7.39K - $8.31K
|
26
$6.72K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.23K+ 28.7% |
$633K - $712K
|
9.99K
$2.58M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4+ 11.11% |
$1.14K - $1.28K
|
40
$10.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
21+ 16.8% |
$5.97K - $6.71K
|
146
$37.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
54+ 3.24% |
$15.3K - $17.3K
|
1.72K
$445K
|
|
|
Nov 14, 2025
Q3 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
25+ 3.94% |
$7.1K - $7.99K
|
659
$170K
|
|