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 1,492 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 |
|---|---|---|---|---|---|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,192
shares
|
$308,143
0.38% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,190
shares
|
$307,626
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
1,185
shares
|
$306,334
0.05% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
1,184
shares
|
$306,075
0.01% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,173
shares
|
$303,232
0.01% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
1,171
shares
|
$302,715
0.08% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
1,166
shares
|
$301,422
0.12% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,163
shares
|
$300,647
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
1,159
shares
|
$299,613
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
1,155
shares
|
$298,579
0.15% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,150
shares
|
$297,286
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,142
shares
|
$295,218
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,131
shares
|
$292,374
0.11% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,130
shares
|
$292,116
0.03% of portfolio
|
Q4 2025
Reduced 16.73%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
1,127
shares
|
$291,340
0.01% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,123
shares
|
$290,306
0.01% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,122
shares
|
$290,048
0.02% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,115
shares
|
$288,238
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
1,109
shares
|
$286,687
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,108
shares
|
$286,429
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
1,106
shares
|
$285,912
0.05% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
1,104
shares
|
$285,395
0.2% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
1,100
shares
|
$284,361
0.0% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,097
shares
|
$283,585
0.04% of portfolio
|
Q3 2025
Added 35.27%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,095
shares
|
$283,068
0.01% of portfolio
|
Q4 2025
Reduced 31.13%
|
|