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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$3,619
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
14
shares
|
$3,619
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
14
shares
|
$3,619
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
13
shares
|
$3,360
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
13
shares
|
$3,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
13
shares
|
$3,360
0.0% of portfolio
|
Q1 2024
Added 30.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
13
shares
|
$3,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
12
shares
|
$3,102
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$3,102
0.0% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
11
shares
|
$2,843
0.0% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10
shares
|
$2,585
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
10
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
10
shares
|
$2,585
0.0% of portfolio
|
Q4 2025
Reduced 62.96%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
10
shares
|
$2,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
8
shares
|
$2,068
0.0% of portfolio
|
Q2 2025
Reduced 96.35%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
8
shares
|
$2,068
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7
shares
|
$1,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7
shares
|
$1,809
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
7
shares
|
$1,809
0.0% of portfolio
|
Q4 2025
Reduced 30.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
7
shares
|
$1,809
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,809
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
7
shares
|
$1,809
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
6
shares
|
$1,551
0.0% of portfolio
|
Q4 2025
Reduced 77.78%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
6
shares
|
$1,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
6
shares
|
$1,551
0.0% of portfolio
|
Q3 2025
New holding
|
|