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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-615- 11.9% |
$175K - $196K
|
4.56K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
287+ 10.47% |
$81.6K - $91.7K
|
3.03K
$783K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
648New |
$184K - $207K
|
648
$168K
|
|
|
Oct 20, 2025
Q3 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-3.13K- 4.71% |
$888K - $998K
|
63.2K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.3% |
$568 - $639
|
661
$171K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
246+ 0.57% |
$69.9K - $78.6K
|
43.6K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
660New |
$188K - $211K
|
660
$171K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.29K+ 47.9% |
$649K - $730K
|
7.06K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1+ 0.06% |
$284 - $319
|
1.77K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
29+ 2.8% |
$8.24K - $9.27K
|
1.07K
$276K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.19K- 5.96% |
$339K - $381K
|
18.8K
$4.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
32.4K+ 184.07% |
$9.21M - $10.4M
|
50K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.04K- 0.29% |
$296K - $333K
|
355K
$91.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 2.94% |
$8.53K - $9.58K
|
989
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
409+ 33.72% |
$116K - $131K
|
1.62K
$419K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
19New |
$5.4K - $6.07K
|
19
$4.91K
|
|
|
Oct 20, 2025
Q3 2025
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-8.37K- 36.42% |
$2.38M - $2.67M
|
14.6K
$3.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-156- 18.25% |
$44.3K - $49.8K
|
699
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-548- 4.93% |
$156K - $175K
|
10.6K
$2.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
116+ 4.59% |
$33K - $37.1K
|
2.64K
$683K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
2.32KNew |
$659K - $741K
|
2.32K
$600K
|
|
|
Oct 20, 2025
Q3 2025
|
Chico Wealth Ria
|
BUY
|
- |
2.79KNew |
$793K - $891K
|
2.79K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
SELL
|
- |
-159- 24.02% |
$45.2K - $50.8K
|
503
$130K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
132+ 91.67% |
$37.5K - $42.2K
|
276
$71.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6+ 0.26% |
$1.71K - $1.92K
|
2.35K
$608K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-310- 1.97% |
$88.1K - $99K
|
15.4K
$3.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-66- 2.77% |
$18.8K - $21.1K
|
2.32K
$600K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.48% |
$6.82K - $7.67K
|
1.65K
$426K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-145- 8.1% |
$41.2K - $46.3K
|
1.65K
$425K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-97- 1.82% |
$27.6K - $31K
|
5.24K
$1.35M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2- 0.19% |
$568 - $639
|
1.07K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-73- 22.26% |
$20.7K - $23.3K
|
255
$65.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-38- 2.05% |
$10.8K - $12.1K
|
1.82K
$469K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-31- 1.32% |
$8.81K - $9.9K
|
2.32K
$601K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3- 0.43% |
$853 - $958
|
688
$178K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
829New |
$236K - $265K
|
829
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
4.72K+ 18.13% |
$1.34M - $1.51M
|
30.8K
$7.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-7- 0.94% |
$1.99K - $2.24K
|
736
$190K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
18.2K+ 23.58% |
$5.16M - $5.8M
|
95.2K
$24.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14+ 0.95% |
$3.98K - $4.47K
|
1.49K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-275- 13.76% |
$78.1K - $87.9K
|
1.72K
$446K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.4K+ 9.35% |
$3.53M - $3.97M
|
145K
$37.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
130+ 9.19% |
$36.9K - $41.5K
|
1.54K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7+ 25.0% |
$1.99K - $2.24K
|
35
$9.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
17+ 2.29% |
$4.83K - $5.43K
|
760
$196K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$85.3K - $95.8K
|
300
$77.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.91K+ 10.36% |
$543K - $611K
|
20.4K
$5.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-679- 18.16% |
$193K - $217K
|
3.06K
$791K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
40+ 3.31% |
$11.4K - $12.8K
|
1.25K
$323K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-159- 11.94% |
$45.2K - $50.8K
|
1.17K
$303K
|
|