AJG

Arthur J Gallagher & Co
FinancialsUSCUSIP 363576109◍ Confluence graph
Tracked 13F Holders
1134
-274 QoQ
13F Value (tracked)
$45.2B
Insider Net · 180d
-$4.8M
0↑ 3↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)31 adding · 24 trimming
Insider net (180d)-$4.8M

Who owns AJG?

1134 tracked 13F filers

1134 tracked 13F filers disclose a position in AJG as of the latest SEC 13F filings, a combined $45.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
4 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1JPMORGAN CHASE & CO
$4.2B
19.6M
−3.7%
Reduced · −745K sh
Q1 2026
2BlackRock, Inc.
$4.2B
19.3M
+0.3%
Added · +68K sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$3.6B
16.7M
First observed position
No prior filed position
Q1 2026
4FMR LLC
$3.2B
14.6M
−3.2%
Reduced · −490K sh
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$2.7B
12.4M
First observed position
No prior filed position
Q1 2026
6STATE STREET CORP
$2.6B
11.3M
+3.0%
Added · +330K sh
Q2 2026
7NORGES BANK
$1.9B
7.4M
+55%
Added · +2.6M sh
Q4 2025
8DODGE & COX
$1.6B
7.4M
+735%
Added · +6.5M sh
Q1 2026
9GEODE CAPITAL MANAGEMENT, LLC
$1.4B
6.3M
+0.9%
Added · +55K sh
Q2 2026
10MORGAN STANLEY
$878.5M
4.1M
−48%
Reduced · −3.7M sh
Q1 2026
11PRINCIPAL FINANCIAL GROUP INC
$702.2M
3.2M
+14%
Added · +409K sh
Q1 2026
12EAGLE CAPITAL MANAGEMENT LLC
$577.3M
2.7M
New
+2.7M sh
Q1 2026
13GTCR LLC
$514.1M
2.4M
New
+2.4M sh
Q1 2026
14NORTHERN TRUST CORP
$482.9M
2.2M
~0%
Reduced · −443 sh
Q1 2026
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$457.2M
2.1M
+3.2%
Added · +66K sh
Q1 2026
16JANUS HENDERSON GROUP PLC
$426.9M
2.0M
+5.4%
Added · +101K sh
Q1 2026
17FRANKLIN RESOURCES INC
$423.2M
2.0M
+401%
Added · +1.6M sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$423.0M
2.0M
+14%
Added · +242K sh
Q1 2026
19BANK OF AMERICA CORP /DE/
$401.6M
1.9M
+23%
Added · +346K sh
Q1 2026
20BROWN ADVISORY INC
$342.3M
1.6M
−22%
Reduced · −448K sh
Q1 2026
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$314.0M
1.4M
+0.2%
Added · +3K sh
Q1 2026
22VANGUARD FIDUCIARY TRUST CO
$313.6M
1.4M
First observed position
No prior filed position
Q1 2026
23Focus Partners Wealth
$298.8M
1.4M
+114%
Added · +735K sh
Q1 2026
24Legal & General Group Plc
$297.5M
1.4M
+0.3%
Added · +4K sh
Q1 2026
25Mitsubishi UFJ Asset Management Co., Ltd.
$281.9M
1.3M
−57%
Reduced · −1.8M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AJG being bought or sold by institutions?

Last quarter, 6 funds opened a new position in AJG and 25 added to an existing one, while 24 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
25
funds
Reduced
24
funds
Exited
0
funds

Funds that own AJG also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT697 funds$347.9B
AMAZON.COM INCAMZN688 funds$262.9B
NVIDIA CORPNVDA687 funds$491.2B
APPLE INCAAPL684 funds$381.9B
ALPHABET INC-CL AGOOGL684 funds$225.3B
JPMORGAN CHASE & COJPM678 funds$93.0B
META PLATFORMS INC-CLASS AMETA666 funds$143.0B
VISA INC-CLASS A SHARESV666 funds$81.7B
ALPHABET INC-CL CGOOG660 funds$160.1B
BROADCOM INCAVGO659 funds$190.1B
JOHNSON & JOHNSONJNJ652 funds$64.9B
ELI LILLY & COLLY645 funds$95.6B

Ranked by how many of AJG's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$4.8M
3 insiders
Net
-$4.8M
3 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 24, 2026Bay Walter D.General CounselSell (S)12K$3.2M
Aug 19, 2026Mead Christopher EVICE PRESIDENTSell (S)4K$900K
Jun 2, 2026CARY RICHARD CController, CAOSell (S)3K$618K
Mar 6, 2026Hudson Scott RVice PresidentSell (S)4K$865K
Mar 5, 2026Mead Christopher EVICE PRESIDENTSell (S)4K$908K
Mar 2, 2026GALLAGHER J PATRICK JRCEO, DirectorSell (S)27K$6.3M
Dec 23, 2025Mead Christopher EVICE PRESIDENTSell (S)4K$1.0M
Dec 22, 2025HOWELL DOUGLAS KVP & Chief Financial OfficerSell (S)5K$1.3M
Dec 19, 2025Bay Walter D.General CounselSell (S)16K$4.0M
Nov 21, 2025Mead Christopher EVICE PRESIDENTSell (S)1K$313K
Nov 18, 2025CARY RICHARD CController, CAOSell (S)6K$1.6M
Nov 3, 2025Pesch Michael RobertVice PresidentBuy (P)599$149K

Institutional ownership over time

778 funds-53 since Q3 2024
05491097Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $8.2B · 3 values withheld

Recent filings

15 shown

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Ask your agent what changed in AJG

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AJG/capital-change-brief"
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Use Arkolith's capital_change_brief for AJG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AJG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.