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 1,310 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $49.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
100
shares
|
$28,951
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
99
shares
|
$28,661
0.0% of portfolio
|
Q4 2024
Added 26.92%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
96
shares
|
$27,792
0.01% of portfolio
|
Q4 2023
Reduced 42.51%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
96
shares
|
$27,792
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
96
shares
|
$27,792
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
93
shares
|
$26,924
0.0% of portfolio
|
Q4 2023
Reduced 9.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
93
shares
|
$26,924
0.01% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$26,634
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
91
shares
|
$26,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
90
shares
|
$26,055
0.01% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
82
shares
|
$23,739
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
75
shares
|
$21,713
0.0% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
73
shares
|
$21,134
0.0% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
72
shares
|
$20,844
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$20,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
66
shares
|
$19,107
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
66
shares
|
$19,107
0.01% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
60
shares
|
$17,370
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
60
shares
|
$17,370
0.01% of portfolio
|
Q2 2024
Added 300.0%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
60
shares
|
$17,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
58
shares
|
$16,791
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
57
shares
|
$16,502
0.0% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
56
shares
|
$16,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
55
shares
|
$15,923
0.0% of portfolio
|
Q3 2024
Added 96.43%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
53
shares
|
$15,344
0.0% of portfolio
|
Q3 2024
New holding
|