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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
49
shares
|
$14,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
48
shares
|
$13,896
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
46
shares
|
$13,317
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
44
shares
|
$12,738
0.01% of portfolio
|
Q4 2024
Added 780.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
43
shares
|
$12,448
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
42
shares
|
$12,159
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$12,159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
42
shares
|
$12,159
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
41
shares
|
$11,869
0.0% of portfolio
|
Q3 2024
Reduced 63.72%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
39
shares
|
$11,290
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
38
shares
|
$11,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
37
shares
|
$10,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
37
shares
|
$10,711
0.0% of portfolio
|
Q3 2024
Added 146.67%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
34
shares
|
$9,843
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
34
shares
|
$9,843
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
33
shares
|
$9,553
0.0% of portfolio
|
Q1 2024
Added 83.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
33
shares
|
$9,553
0.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
32
shares
|
$9,264
0.0% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
32
shares
|
$9,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
30
shares
|
$8,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
28
shares
|
$8,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
27
shares
|
$7,816
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
27
shares
|
$7,816
0.0% of portfolio
|
Q2 2024
Added 285.71%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
25
shares
|
$7,237
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
25
shares
|
$7,237
0.0% of portfolio
|
Q3 2024
Reduced 43.18%
|