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 1,499 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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
21
shares
|
$5,428
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
20
shares
|
$5,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
20
shares
|
$5,170
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$4,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
19
shares
|
$4,911
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
18
shares
|
$4,653
0.0% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
17
shares
|
$4,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
16
shares
|
$4,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
16
shares
|
$4,136
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
16
shares
|
$4,136
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
15
shares
|
$3,877
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
15
shares
|
$3,877
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
15
shares
|
$3,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
|