Institutional Ownership Arthur J. Gallagher & Co. (AJG)
This table provides information about the institutional ownership of Arthur J. Gallagher & Co. (AJG). We have compiled data on the 1,489 institutions that hold shares in the stock, with a total of 213 Million shares, which have been reported (via 13F filing form) to have a value of $55.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
6,385
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2025
Reduced 98.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,369
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 207.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,170
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,165
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2025
Added 100.55%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,091
shares
|
$1.57 Million
0.89% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
6,077
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
6,052
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
6,048
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
5,935
shares
|
$1.53 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
5,929
shares
|
$1.53 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
5,920
shares
|
$1.53 Million
0.63% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
5,880
shares
|
$1.52 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
5,791
shares
|
$1.5 Million
0.27% of portfolio
|
Q1 2024
Added 38.84%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,696
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,687
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,587
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
5,527
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
5,502
shares
|
$1.42 Million
0.66% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,498
shares
|
$1.42 Million
1.46% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,496
shares
|
$1.42 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
5,437
shares
|
$1.41 Million
0.65% of portfolio
|
Q1 2024
Reduced 15.31%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
5,376
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2025
Added 124.37%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
5,321
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,302
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2022
Added 6.04%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
5,300
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|