Arthur J Gallagher & Co (AJG) Ownership

295.88 ↑3.39 (1.16%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

OFI Invest Asset Management is the biggest individual institutional holder of Arthur J Gallagher & Co (AJG), owning a total of 50.9 million shares. Combined, the top 30 institutional holders of AJG own 94.31% of the company with a total of 205.8 million shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders increased their combined ownership of AJG by 4.2 million shares. 11 institutions bought 5,565,821 total additional shares and increased their ownership by an average of 9.32%. However 9 institutions sold 1,372,598 total shares and decreased their ownership by an average of 2.84%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Arthur J Gallagher & Co increased by a net total of 4,193,223 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.679%	0.841%	25,629,324	213,806	2024-06-30
BlackRock Inc	7.851%	-0.299%	17,227,693	-51,642	2024-06-30
Morgan Stanley - Brokerage Accounts	6.413%	12.338%	14,072,156	1,545,544	2024-06-30
FMR Inc	5.343%	16.083%	11,725,344	1,624,469	2024-06-30
Capital Research & Mgmt Co - Division 3	4.645%	-7.764%	10,192,975	-857,966	2024-06-30
State Street Corp	4.049%	-0.413%	8,884,351	-36,881	2024-06-30
Capital World Investors	2.645%	20.137%	5,805,084	973,024	2024-06-30
NORGES BANK	2.644%	-0.277%	5,801,745	-16,096	2024-06-30
Geode Capital Management, LLC	2.466%	3.230%	5,411,299	169,321	2024-06-30
JPMorgan Chase & Co	2.144%	3.718%	4,704,155	168,644	2024-06-30
Massachusetts Financial Services Company	1.282%	-4.593%	2,813,862	-135,457	2024-06-30
Brown Advisory Holdings Inc	1.252%	18.315%	2,748,252	425,430	2024-06-30
WCM Investment Management	1.187%	-0.777%	2,604,048	-20,399	2024-06-30
Baillie Gifford & Co Limited.	1.134%	-2.536%	2,489,266	-64,765	2024-06-30
Amvescap Plc.	0.965%	-7.094%	2,118,552	-161,769	2024-06-30
Northern Trust Corp	0.893%	2.053%	1,960,394	39,440	2024-06-30
Mitsubishi UFJ Asset Management Co.,Ltd	0.876%	22.564%	1,921,635	353,768	2024-06-30
Charles Schwab Investment Management Inc	0.845%	0.517%	1,854,678	9,534	2024-06-30
Legal & General Group PLC	0.748%	2.681%	1,640,938	42,841	2024-06-30
Brown Brothers Harriman & Co	0.667%	-1.852%	1,464,153	-27,623	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
OFI Invest Asset Management	23.618%	0.000%	50,898,408	50,898,408	2023-03-31
Vanguard Group Inc	11.679%	0.841%	25,629,324	213,806	2024-06-30
BlackRock Inc	7.851%	-0.299%	17,227,693	-51,642	2024-06-30
Morgan Stanley - Brokerage Accounts	6.413%	12.338%	14,072,156	1,545,544	2024-06-30
FMR Inc	5.343%	16.083%	11,725,344	1,624,469	2024-06-30
Capital Research & Mgmt Co - Division 3	4.645%	-7.764%	10,192,975	-857,966	2024-06-30
State Street Corporation	4.072%	0.344%	8,921,232	30,605	2024-03-31
State Street Corp	4.049%	-0.413%	8,884,351	-36,881	2024-06-30
Capital World Investors	2.645%	20.137%	5,805,084	973,024	2024-06-30
NORGES BANK	2.644%	-0.277%	5,801,745	-16,096	2024-06-30
Geode Capital Management, LLC	2.466%	3.230%	5,411,299	169,321	2024-06-30
JPMorgan Chase & Co	2.144%	3.718%	4,704,155	168,644	2024-06-30
Massachusetts Financial Services Company	1.282%	-4.593%	2,813,862	-135,457	2024-06-30
Brown Advisory Holdings Inc	1.252%	18.315%	2,748,252	425,430	2024-06-30
Goldman Sachs Group Inc	1.221%	141.963%	2,668,430	1,565,604	2023-12-31
WCM Investment Management	1.187%	-0.777%	2,604,048	-20,399	2024-06-30
Wellington Management Company LLP	1.184%	-6.495%	2,567,657	-178,358	2023-09-30
Baillie Gifford & Co Limited.	1.134%	-2.536%	2,489,266	-64,765	2024-06-30
Amvescap Plc.	0.965%	-7.094%	2,118,552	-161,769	2024-06-30
Northern Trust Corp	0.893%	2.053%	1,960,394	39,440	2024-06-30
Mitsubishi UFJ Asset Management Co.,Ltd	0.876%	22.564%	1,921,635	353,768	2024-06-30
Fidelity International Ltd	0.858%	-4.519%	1,860,721	-88,064	2023-09-30
Charles Schwab Investment Management Inc	0.845%	0.517%	1,854,678	9,534	2024-06-30
Legal & General Group PLC	0.748%	2.681%	1,640,938	42,841	2024-06-30
Findlay Park Partners LLP	0.767%	-19.667%	1,626,209	-398,113	2022-12-31
Boston Partners Global Investors, Inc	0.735%	2.473%	1,611,299	38,886	2024-03-31
Bank of New York Mellon Corp	0.714%	-9.457%	1,559,094	-162,840	2023-12-31
UBS Asset Mgmt Americas Inc	0.729%	0.604%	1,546,085	9,285	2022-09-30
Brown Brothers Harriman & Co	0.667%	-1.852%	1,464,153	-27,623	2024-06-30
California Public Employees Retrmnt Sys	0.687%	-1.331%	1,449,060	-19,540	2022-09-30

Mutual Fund Ownership

AF High Growth (AFRIS) is the biggest individual fund holder of Arthur J Gallagher & Co (AJG), owning a total of 10.4 million shares. Combined, the top 40 mutual fund holders of AJG own 50.47% of the company with a total of 110.2 million shares.

In the latest ownership report on October 31st 2024, the top 40 fund holders increased their combined ownership of AJG by 10 thousand shares. 2 funds bought 17,673 total additional shares and increased their ownership by an average of 0.34%. However 1 funds sold 7,660 total shares and decreased their ownership by an average of 0.51%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Arthur J Gallagher & Co increased by a net total of 10,013 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.217%	0.524%	2,670,956	13,932	2024-10-31
iShares Core S&P 500 ETF	1.111%	0.154%	2,438,611	3,741	2024-10-31
The Financial Select Sector SPDR® ETF	0.684%	-0.508%	1,501,711	-7,660	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AF High Growth (AFRIS)	4.730%	0.000%	10,362,400	10,362,400	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.167%	0.461%	6,948,947	31,873	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.041%	2.447%	6,565,089	156,819	2023-03-31
Vanguard Institutional 500 Index Trust	2.615%	0.389%	5,738,826	22,214	2024-09-30
Vanguard 500 Index Investor	2.394%	0.579%	5,158,583	29,705	2023-08-31
Global Balanced (AFRIS)	2.170%	0.000%	4,753,713	4,753,713	2024-02-29
Vanguard Mid Cap Index Institutional	2.114%	-0.762%	4,640,035	-35,625	2024-09-30
American Funds Washington Mutual A	1.715%	7.194%	3,762,337	252,502	2024-09-30
Capital Group Wash Mutual Invtrs Comp	1.715%	7.194%	3,762,337	252,502	2024-09-30
American Funds American Balanced A	1.269%	0.000%	2,784,029	0	2024-09-30
Fidelity 500 Index	1.227%	0.057%	2,693,410	1,529	2024-09-30
SPDR® S&P 500® ETF Trust	1.217%	0.524%	2,670,956	13,932	2024-10-31
SPDR® S&P 500 ETF Trust	1.166%	0.228%	2,547,443	5,805	2024-04-30
Fidelity® 500 Index	1.163%	0.641%	2,511,250	15,981	2023-11-30
iShares Core S&P 500 ETF	1.111%	0.154%	2,438,611	3,741	2024-10-31
Morgan Stanley Glbl Franchise	1.023%	25.961%	2,244,274	462,556	2024-06-30
MS INVF Global Brands A	0.970%	22.877%	2,127,712	396,130	2024-06-30
American Funds New Perspective A	0.957%	0.000%	2,099,706	0	2024-09-30
Capital Group New Perspective Comp	0.957%	0.000%	2,099,706	0	2024-09-30
Capital Group Investment Co of Amer Comp	0.919%	-17.049%	2,016,507	-414,445	2024-09-30
American Funds Invmt Co of Amer A	0.919%	-17.049%	2,016,507	-414,445	2024-09-30
JPM US Equity Income-MA	0.868%	97,498.200%	1,874,862	1,872,941	2023-09-30
Vanguard Value Index Inv	0.844%	2.302%	1,852,543	41,680	2024-09-30
MS INVF Global Brands A USD	0.813%	-1.414%	1,781,718	-25,553	2024-03-31
American Funds Fundamental Invs A	0.818%	-3.341%	1,751,180	-60,536	2022-12-31
Capital Group Fundamental Invtrs Comp	0.818%	-3.341%	1,751,180	-60,536	2022-12-31
Fidelity® Magellan®	0.775%	-0.066%	1,673,993	-1,100	2023-11-30
MFS Mid Cap Growth Equity	0.759%	-5.123%	1,658,378	-89,541	2023-12-31
MFS Mid Cap Growth A	0.765%	-5.123%	1,658,378	-89,541	2023-12-31
Fidelity Magellan	0.739%	0.043%	1,621,493	700	2024-09-30
Findlay Park American ICAV USD	0.752%	-1.020%	1,609,629	-16,580	2023-01-31
Vanguard Mid-Cap Value ETF	0.685%	0.190%	1,502,893	2,845	2024-09-30
The Financial Select Sector SPDR® ETF	0.684%	-0.508%	1,501,711	-7,660	2024-10-31
iShares MSCI USA Min Vol Factor ETF	0.688%	-0.077%	1,482,905	-1,149	2023-09-29
Findlay Park American I USD Dist	0.684%	-4.051%	1,464,830	-61,844	2023-04-30
JPMorgan Equity Income I	0.672%	-9.466%	1,457,621	-152,399	2024-01-31
Financial Select Sector SPDR® ETF	0.664%	-0.168%	1,439,242	-2,418	2024-02-29
Vanguard Institutional Index I	0.635%	-0.765%	1,392,432	-10,736	2024-09-30
JPM US Equity Income-Composite	0.628%	-2.506%	1,376,627	-35,389	2024-06-30
AF Global Equity (AFRIS)	0.619%	0.000%	1,359,213	1,359,213	2024-02-29