HolderBook

GALLAGHER ARTHUR J & CO (AJG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

58
Reporting holders
$214.2M
Reported value
0.0%
Calls
0.0%
Puts
-1,243
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Fenimore Asset Management Inc$128.5M563,1482.82%32q-2.4%-$3.2M
NORTH POINT PORTFOLIO MANAGERS CORP/OH$14.6M64,2162.46%26q-1.8%-$270.1K
JIA INVESTMENT ALLIANCE PTE. LTD.$12.0M52,4001.03%4qHELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$9.4M41,0350.11%32q-7.3%-$739.5K
TOMPKINS FINANCIAL CORP$9.0M39,3420.63%31q-17.0%-$1.8M
Bath Savings Trust Co$7.1M31,0110.73%10q-5.1%-$380.3K
TILIA FIDUCIARY PARTNERS, INC.$5.9M25,7841.36%20q+107.5%+$3.0M
HWG Holdings LP$4.2M18,2720.96%newNEW
Ballew Advisors, Inc$3.4M14,9241.68%27qHELD
MOODY NATIONAL BANK TRUST DIVISION$1.7M7,5780.14%32q+56.8%+$626.4K
BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.7M7,5000.32%15qHELD
Wedmont Private Capital$1.5M6,4830.04%17q-3.2%-$49.9K
Farther Finance Advisors, LLC$1.5M6,6470.01%16q+2.2%+$32.8K
Central Pacific Bank - Trust Division$1.4M6,1830.15%11q+137.8%+$817.3K
GAMMA Investing LLC$1.1M4,9910.04%12q+18.8%+$180.4K
Avidian Wealth Enterprises, LLC$1.1M4,8760.03%3q-5.2%-$60.5K
Wealth Enhancement Trust Services, Inc.$962.6K4,2200.10%4q-48.1%-$890.5K
YHB Investment Advisors, Inc.$846.7K3,7120.05%3q-8.5%-$79.2K
Valeo Financial Advisors, LLC$728.9K3,1950.02%13q+8.2%+$55.4K
Asempa Wealth Advisors$701.6K3,0260.54%4qHELD
PARK NATIONAL CORP /OH/$630.0K2,7620.02%32qHELD
HF Advisory Group, LLC$486.6K2,1330.14%newNEW
Pathway Financial Advisors LLC$479.0K2,1000.05%24qHELD
Bank of New Hampshire$456.2K2,0000.10%22qHELD
Wealth Science Advisors LLC$404.4K1,7730.17%3q-3.1%-$12.8K
AVITY INVESTMENT MANAGEMENT INC.$393.9K1,7270.02%2q-16.0%-$75.3K
ROCKLAND TRUST CO$380.5K1,6680.01%4q-1.6%-$6.2K
Longview Financial Advisors, Inc.$356.3K1,5620.20%12q+4.0%+$13.7K
BAKER TILLY WEALTH MANAGEMENT, LLC$286.0K1,2540.06%2q-10.5%-$33.5K
Everhart Financial Group, Inc.$268.0K1,1750.02%newNEW
Successful Portfolios LLC$252.9K1,1130.12%25qHELD
EASTERN BANK$251.5K1,1030.00%9q-24.7%-$82.5K
Red Spruce Capital, LLC$239.5K1,0500.08%8qHELD
Trinity Financial Advisors LLC$228.1K1,0000.06%14qHELD
Grove Bank & Trust$226.1K9910.02%32qHELD
CONGRESS ASSET MANAGEMENT CO$221.0K9690.00%16q-1.5%-$3.4K
BOS Asset Management, LLC$207.1K9080.05%2qHELD
MassMutual Private Wealth & Trust, FSB$205.8K9020.01%28q-3.1%-$6.6K
Trust Co$141.0K6180.01%32q-9.6%-$15.1K
AMERICAN NATIONAL BANK & TRUST$139.6K6120.01%16q-29.9%-$59.5K
CoreCap Advisors, LLC$117.5K5150.00%9qHELD
Bangor Savings Bank$94.4K4140.01%18qHELD
ELEVATION WEALTH PARTNERS, LLC$74.6K3270.02%15q+8.6%+$5.9K
Rosenberg Matthew Hamilton$73.9K3240.01%19qHELD
Versant Capital Management, Inc$70.7K3100.01%32q+5.8%+$3.9K
BURKETT FINANCIAL SERVICES, LLC$60.4K2650.02%newNEW
ATWOOD & PALMER INC$58.2K2550.00%32qHELD
VALLEY WEALTH MANAGERS, INC.$39.7K1740.00%18qHELD
PROFESSIONAL ADVISORY SERVICES INC$27.0K118,2843.22%32q+9.1%+$2.2K
Planning Strategies Inc.$23.5K1030.01%2q+1.0%
Mn Services Vermogensbeheer B.V.$17.1K74,9210.13%31qHELD
Retirement Wealth Solutions LLC$16.5K720.01%8qHELD
GK Wealth Management LLC$8.6K380.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$7.3K320.00%8qHELD
Aventus Investment Advisors, Inc.$6.8K300.01%6qHELD
TOTH FINANCIAL ADVISORY CORP$2.3K100.00%newNEW
Marquette Asset Management, LLC$1.8K80.00%2q-61.9%-$3.0K
Investors Research Corp$1.8K80.00%3qHELD
Davis Capital Management$1.4K60.00%5q+20.0%
CX Institutional$6122,6810.02%31q+1.1%
GILPIN WEALTH MANAGEMENT, LLC$22910.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1213G/ACapital World Investors5.0%
2026-08-0613G/AFMR LLCwith 1 co-filers7.2%
2026-07-2713G/AJPMORGAN CHASE & CO.5.5%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-272026-08-24Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-24Bay Walter D.General CounselSold12,000$3.2M
2026-09-02Hudson Scott RVice PresidentSold12,000$3.2M
2026-08-19Mead Christopher EVICE PRESIDENTSold3,500$899.6K
2026-06-02CARY RICHARD CController, CAOSold3,000$618.0K
2026-09-15CARY RICHARD CController, CAOSold1,000$252.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202658$214.2M938,855711190.0%
Q2 20261,301$58.9B256,552,5301474374540.5%
Q1 20261,251$50.1B230,487,0941354024430.5%
Q4 20251,302$62.0B238,712,387763525330.4%
Q3 20251,344$76.4B246,018,2791044604510.5%
Q2 20251,385$73.5B228,711,0741265234360.4%
Q1 20251,365$79.7B230,369,6911695024180.3%
Q4 20241,328$66.4B232,453,9281485143020.7%
Q3 20241,208$54.4B192,191,1701083914110.5%
Q2 20241,159$50.7B194,313,214974233390.5%
Q1 20241,133$51.1B203,527,1101213933710.6%
Q4 20231,084$44.7B197,903,5941063873230.4%
Q3 20231,004$42.5B185,914,008793303180.3%
Q2 2023979$40.2B182,622,417883023450.3%
Q1 2023946$36.8B191,673,5651063432670.3%
Q4 2022921$34.3B181,574,523912782960.2%
Q3 2022865$31.3B182,436,4931002732630.2%
Q2 2022819$29.1B178,329,487702702680.3%
Q1 2022818$31.1B177,796,517592722740.1%
Q4 2021852$30.2B177,883,170892682370.2%
Q3 2021767$26.4B177,068,125692482310.4%
Q2 2021774$24.7B175,812,947902612270.2%
Q1 2021733$20.7B165,473,407592322470.2%
Q4 2020726$20.5B164,454,858722182480.4%
Q3 2020694$16.9B159,892,611632082390.3%
Q2 2020665$15.5B158,930,980802032370.3%
Q1 2020651$13.0B158,783,507642032400.3%
Q4 2019679$15.3B159,988,883482202010.2%
Q3 2019646$14.1B156,837,197542002260.2%
Q2 2019648$13.6B155,049,623442492020.3%
Q1 2019668$11.9B152,580,412962162030.2%
Q4 2018601$11.5B156,046,29661580.1%