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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
965
shares
|
$249,462
0.12% of portfolio
|
Q3 2025
Added 22.15%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
963
shares
|
$248,945
0.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
955
shares
|
$246,877
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
951
shares
|
$245,843
0.02% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
950
shares
|
$245,584
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
946
shares
|
$244,550
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
945
shares
|
$244,291
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
938
shares
|
$242,482
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
937
shares
|
$242,223
0.16% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
931
shares
|
$240,672
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
931
shares
|
$240,672
0.03% of portfolio
|
Q3 2025
Reduced 72.51%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
930
shares
|
$240,414
0.05% of portfolio
|
Q3 2025
Added 27.4%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
929
shares
|
$240,155
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
928
shares
|
$239,897
0.11% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
917
shares
|
$237,053
0.05% of portfolio
|
Q4 2023
Reduced 8.85%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
911
shares
|
$235,502
0.02% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
910
shares
|
$235,244
0.03% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
909
shares
|
$234,985
0.02% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
902
shares
|
$233,176
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
901
shares
|
$232,917
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
900
shares
|
$232,659
0.1% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
900
shares
|
$232,659
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
900
shares
|
$232,659
0.04% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
899
shares
|
$232,400
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
895
shares
|
$231,366
0.02% of portfolio
|
Q3 2025
New holding
|
|