Arthur J. Gallagher & Co. (AJG) — Institutional Holders, Q2 2026 (page 11)
1,299 institutional investment managers reported a AJG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $54.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AJG 13F holders ranked 1,001–1,100 of 1,299
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Triad Wealth Partners#1001 · 901 sh | 901 | $223.3K | — | New |
| 1002 | Moss Adams Wealth Advisors#1002 · 970 sh | 970 | $222.7K | 0.01% | New |
| 1003 | Cypress Wealth Services#1003 · 970 sh | 970 | $222.6K | — | New |
| 1004 | Sterling Capital Management#1004 · 968 sh | 968 | $222.2K | — | +15.1% |
| 1005 | Spire Wealth Management#1005 · 967 sh | 967 | $222.1K | <0.01% | -14.9% |
| 1006 | Optivise Advisory Services#1006 · 960 sh | 960 | $220.5K | — | New |
| 1007 | Positano Wealth Management Ltd#1007 · 957 sh | 957 | $219.7K | 0.12% | +1395.3% |
| 1008 | Pinnacle Wealth Management Advisory Group#1008 · 953 sh | 953 | $218.8K | — | -0.6% |
| 1009 | Mowery & Schoenfeld Wealth Management#1009 · 942 sh | 942 | $216.3K | — | -7.1% |
| 1010 | CONNING#1010 · 940 sh | 940 | $215.8K | — | New |
| 1011 | MARINO, STRAM & ASSOCIATES#1011 · 935 sh | 935 | $214.6K | — | -69.7% |
| 1012 | MassMutual Private Wealth & , FSB#1012 · 931 sh | 931 | $213.7K | — | -5.0% |
| 1013 | Dakota Wealth Management#1013 · 930 sh | 930 | $213.5K | <0.01% | -88.3% |
| 1014 | Tranquilli Financial Advisor#1014 · 928 sh | 928 | $213.0K | 0.11% | New |
| 1015 | WESTPAC BANKING#1015 · 927 sh | 927 | $212.8K | 0.01% | -14.1% |
| 1016 | Turtle Creek Wealth Advisors#1016 · 923 sh | 923 | $211.9K | — | -28.8% |
| 1017 | Northwest Bancshares#1017 · 917 sh | 917 | $210.5K | 0.04% | New |
| 1018 | OneAscent Investment Solutions#1018 · 917 sh | 917 | $210.5K | 0.20% | -49.6% |
| 1019 | ZWJ INVESTMENT COUNSEL#1019 · 915 sh | 915 | $210.1K | — | New |
| 1020 | Investor's Fiduciary Advisor Network#1020 · 912 sh | 912 | $209.0K | 0.07% | -6.6% |
| 1021 | BOS Asset Management#1021 · 908 sh | 908 | $208.4K | — | New |
| 1022 | Schear Investment Advisers#1022 · 903 sh | 903 | $207.3K | — | New |
| 1023 | Asset Planning#1023 · 901 sh | 901 | $206.8K | — | -25.5% |
| 1024 | INDEPENDENT FINANCIAL GROUP#1024 · 900 sh | 900 | $206.6K | — | New |
| 1025 | Fort Sheridan Advisors#1025 · 900 sh | 900 | $206.6K | 0.02% | New |
| 1026 | Capital Investment Advisors#1026 · 896 sh | 896 | $205.8K | — | -5.8% |
| 1027 | Nicholas Hoffman & Company#1027 · 894 sh | 894 | $205.2K | <0.01% | -5.2% |
| 1028 | Confluence Wealth Services#1028 · 890 sh | 890 | $204.3K | <0.01% | New |
| 1029 | SAX WEALTH ADVISORS#1029 · 941 sh | 941 | $203.8K | — | New |
| 1030 | AMERICAN NATIONAL BANK#1030 · 873 sh | 873 | $200.4K | — | -16.5% |
| 1031 | Continuum Advisory#1031 · 872 sh | 872 | $200.2K | 0.02% | New |
| 1032 | NBC SECURITIES#1032 · 801 sh | 801 | $183.9K | — | +21.9% |
| 1033 | SWISS RE LTD#1033 · 794 sh | 794 | $182.3K | 0.02% | +792.1% |
| 1034 | TIAA Wealth Investment Management#1034 · 757 sh | 757 | $173.7K | <0.01% | +5.6% |
| 1035 | 1620 INVESTMENT ADVISORS#1035 · 750 sh | 750 | $172.2K | 0.11% | -7.2% |
| 1036 | Northwest & Ethical Investments L.P.#1036 · 722 sh | 722 | $164.0K | <0.01% | -35.1% |
| 1037 | Park Place Capital#1037 · 709 sh | 709 | $162.8K | 0.03% | -29.8% |
| 1038 | Mountain Hill Investment Partners#1038 · 700 sh | 700 | $160.7K | — | 0.0% |
| 1039 | ONEFUND#1039 · 699 sh | 699 | $160.5K | 0.09% | -1.1% |
| 1040 | Trust Co#1040 · 684 sh | 684 | $157.0K | — | -45.9% |
| 1041 | Pflug Koory#1041 · 640 sh | 640 | $146.9K | — | -1.2% |
| 1042 | Gen-Wealth Partners#1042 · 640 sh | 640 | $146.9K | 0.04% | -18.5% |
| 1043 | HARBOR INVESTMENT ADVISORY#1043 · 637 sh | 637 | $146.2K | — | -46.3% |
| 1044 | United Community Bank#1044 · 637 sh | 637 | $146.2K | — | New |
| 1045 | ACADIAN ASSET MANAGEMENT#1045 · 637 sh | 637 | $146.0K | <0.01% | 0.0% |
| 1046 | Key FInancial#1046 · 631 sh | 631 | $144.9K | 0.02% | 0.0% |
| 1047 | Ninety One North America#1047 · 628 sh | 628 | $144.2K | — | -47.4% |
| 1048 | WPG Advisers#1048 · 601 sh | 601 | $138.0K | — | -8.0% |
| 1049 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1049 · 573 sh | 573 | $137.3K | <0.01% | +0.5% |
| 1050 | Family Capital#1050 · 577 sh | 577 | $132.5K | — | +8.1% |
| 1051 | MCF Advisors#1051 · 558 sh | 558 | $128.1K | — | +97.9% |
| 1052 | Kozak & Associates#1052 · 529 sh | 529 | $126.7K | 0.02% | +0.4% |
| 1053 | Measured Wealth Private Client Group#1053 · 550 sh | 550 | $126.4K | 0.03% | +0.2% |
| 1054 | LRI Investments#1054 · 550 sh | 550 | $126.3K | 0.01% | +5.2% |
| 1055 | Salomon & Ludwin#1055 · 518 sh | 518 | $124.1K | 0.01% | +75.6% |
| 1056 | Markowski Investments#1056 · 528 sh | 528 | $121.2K | 0.03% | — |
| 1057 | REAP Financial Group#1057 · 518 sh | 518 | $118.8K | 0.02% | -2.6% |
| 1058 | CoreCap Advisors#1058 · 516 sh | 516 | $118.5K | — | +7.3% |
| 1059 | MARK SHEPTOFF FINANCIAL PLANNING#1059 · 500 sh | 500 | $114.8K | 0.06% | 0.0% |
| 1060 | Pinnacle Bancorp#1060 · 500 sh | 500 | $114.8K | — | -7.9% |
| 1061 | Knuff#1061 · 500 sh | 500 | $114.8K | 0.03% | New |
| 1062 | Cromwell#1062 · 495 sh | 495 | $113.6K | 0.05% | -20.7% |
| 1063 | DARA CAPITAL US#1063 · 500 sh | 500 | $113.6K | 0.08% | 0.0% |
| 1064 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1064 · 494 sh | 494 | $113.4K | <0.01% | +19.6% |
| 1065 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#1065 · 485 sh | 485 | $111.3K | — | 0.0% |
| 1066 | PROATHLETE WEALTH MANAGEMENT#1066 · 467 sh | 467 | $107.3K | — | 0.0% |
| 1067 | Manchester Capital Management#1067 · 461 sh | 461 | $105.8K | — | +44.1% |
| 1068 | FEDERATED HERMES#1068 · 457 sh | 457 | $104.9K | <0.01% | -10.7% |
| 1069 | GABLES CAPITAL MANAGEMENT#1069 · 450 sh | 450 | $103.3K | 0.04% | 0.0% |
| 1070 | FIRST HORIZON NATIONAL#1070 · 443 sh | 443 | $101.7K | — | -2.0% |
| 1071 | West Branch Capital#1071 · 426 sh | 426 | $97.8K | — | -0.7% |
| 1072 | Keating Financial Advisory Services#1072 · 420 sh | 420 | $96.4K | 0.01% | -9.7% |
| 1073 | Bangor Savings Bank#1073 · 414 sh | 414 | $95.0K | — | 0.0% |
| 1074 | Optiver Holding B.V.#1074 · 413 sh | 413 | $94.8K | 0.00% | New |
| 1075 | Owl Creek Wealth Partners#1075 · 410 sh | 410 | $94.1K | — | +74.5% |
| 1076 | Highland Investment Advisors#1076 · 398 sh | 398 | $91.4K | 0.04% | — |
| 1077 | Nemes Rush Group#1077 · 388 sh | 388 | $89.1K | <0.01% | 0.0% |
| 1078 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1078 · 365 sh | 365 | $83.8K | 0.02% | +37.7% |
| 1079 | Cornerstone Planning Group#1079 · 340 sh | 340 | $82.5K | — | -8.8% |
| 1080 | Community Financial Services Group#1080 · 343 sh | 343 | $82.2K | — | 0.0% |
| 1081 | CVA Family Office#1081 · 350 sh | 350 | $80.3K | <0.01% | +151.8% |
| 1082 | Strategic Wealth Partners, Ltd.#1082 · 343 sh | 343 | $78.7K | <0.01% | -1.4% |
| 1083 | Burnham#1083 · 332 sh | 332 | $76.2K | 0.06% | — |
| 1084 | Quarry#1084 · 331 sh | 331 | $76.0K | <0.01% | New |
| 1085 | Tripletail Wealth Management#1085 · 300 sh | 300 | $75.7K | 0.09% | 0.0% |
| 1086 | JPL Wealth Management#1086 · 329 sh | 329 | $75.5K | 0.01% | -3.8% |
| 1087 | Rosenberg Matthew Hamilton#1087 · 324 sh | 324 | $74.4K | — | 0.0% |
| 1088 | Deseret Mutual Benefit Administrators#1088 · 304 sh | 304 | $69.8K | 0.02% | +49.8% |
| 1089 | ZRC WEALTH MANAGEMENT#1089 · 301 sh | 301 | $69.1K | — | 0.0% |
| 1090 | Versant Capital Management#1090 · 293 sh | 293 | $67.3K | — | -25.8% |
| 1091 | LFA - Lugano Financial Advisors SA#1091 · 291 sh | 291 | $66.8K | 0.04% | 0.0% |
| 1092 | HORIZON FINANCIAL SERVICES#1092 · 287 sh | 287 | $65.9K | 0.03% | +114.2% |
| 1093 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1093 · 277 sh | 277 | $63.6K | <0.01% | New |
| 1094 | Quent Capital#1094 · 277 sh | 277 | $63.5K | <0.01% | -8.6% |
| 1095 | Walleye Capital#1095 · 268 sh | 268 | $61.5K | <0.01% | +31.4% |
| 1096 | Financial Network Wealth Advisors#1096 · 264 sh | 264 | $60.6K | — | -28.6% |
| 1097 | ATWOOD & PALMER#1097 · 255 sh | 255 | $58.5K | — | 0.0% |
| 1098 | Westfuller Advisors#1098 · 251 sh | 251 | $57.6K | 0.02% | +796.4% |
| 1099 | TrueNorth#1099 · 250 sh | 250 | $57.4K | <0.01% | New |
| 1100 | BEACON INVESTMENT ADVISORY SERVICES#1100 · 250 sh | 250 | $57.4K | — | -42.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.