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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.27KNew |
$394K - $442K
|
1.27K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
184+ 16.38% |
$57.2K - $64.2K
|
1.31K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-15- 2.23% |
$4.66K - $5.23K
|
658
$170K
|
|
|
Jul 22, 2025
Q2 2025
|
Defined Financial Planning LLC
San Rafael, CA |
SELL
|
- |
-300- 27.27% |
$93.3K - $105K
|
800
$207K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-176- 6.74% |
$54.7K - $61.4K
|
2.44K
$629K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-12- 2.38% |
$3.73K - $4.19K
|
493
$127K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
910New |
$283K - $317K
|
910
$235K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-72.5K- 85.4% |
$22.5M - $25.3M
|
12.4K
$3.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6+ 0.26% |
$1.87K - $2.09K
|
2.28K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
161+ 14.04% |
$50K - $56.2K
|
1.31K
$338K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-4- 16.0% |
$1.24K - $1.4K
|
21
$5.43K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.79KNew |
$1.18M - $1.32M
|
3.79K
$979K
|
|
|
Jul 21, 2025
Q2 2025
|
Schwab Charitable Fund
|
BUY
|
- |
11.8K+ 73.77% |
$3.68M - $4.12M
|
27.9K
$7.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15New |
$4.66K - $5.23K
|
15
$3.88K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.71KNew |
$1.78M - $1.99M
|
5.71K
$1.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.06KNew |
$328K - $368K
|
1.06K
$273K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.03KNew |
$319K - $358K
|
1.03K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
10.3KNew |
$3.2M - $3.59M
|
10.3K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3+ 0.27% |
$933 - $1.05K
|
1.13K
$292K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
14+ 5.15% |
$4.35K - $4.88K
|
286
$73.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 50.0% |
$1.55K - $1.74K
|
15
$3.88K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
447+ 21.37% |
$139K - $156K
|
2.54K
$656K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-425- 21.13% |
$132K - $148K
|
1.59K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.91% |
$311 - $349
|
109
$28.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
999New |
$311K - $348K
|
999
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
124New |
$38.5K - $43.2K
|
124
$32.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
683New |
$212K - $238K
|
683
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-100- 1.79% |
$31.1K - $34.9K
|
5.5K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-150- 18.18% |
$46.6K - $52.3K
|
675
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-9- 1.09% |
$2.8K - $3.14K
|
815
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
191+ 5.06% |
$59.4K - $66.6K
|
3.96K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 5.83% |
$2.18K - $2.44K
|
113
$29.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1New |
$311 - $349
|
1
$259
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
391+ 19.0% |
$122K - $136K
|
2.45K
$633K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
113+ 17.77% |
$35.1K - $39.4K
|
749
$194K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
778New |
$242K - $271K
|
778
$201K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18+ 14.06% |
$5.6K - $6.28K
|
146
$37.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
89+ 8.3% |
$27.7K - $31K
|
1.16K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-378- 36.42% |
$118K - $132K
|
660
$171K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
21+ 3.48% |
$6.53K - $7.32K
|
625
$162K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
13+ 0.67% |
$4.04K - $4.53K
|
1.94K
$503K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-60- 13.25% |
$18.7K - $20.9K
|
393
$102K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-175- 11.53% |
$54.4K - $61K
|
1.34K
$347K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 165.73% |
$313K - $351K
|
1.61K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
SELL
|
- |
-50- 4.55% |
$15.5K - $17.4K
|
1.05K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.46% |
$4.66K - $5.23K
|
3.23K
$835K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
20+ 2.06% |
$6.22K - $6.98K
|
991
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Cooper Investors Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-16.2K- 32.38% |
$5.04M - $5.66M
|
33.9K
$8.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
100+ 20.0% |
$31.1K - $34.9K
|
600
$155K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.31K+ 49.4% |
$408K - $458K
|
3.97K
$1.03M
|
|