Arthur J. Gallagher & Co. (AJG) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,299
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Silver Grove Financial Group#1101 · 250 sh | 250 | $57.4K | 0.03% | -16.7% |
| 1102 | Vanguard National#1102 · 245 sh | 245 | $56.2K | <0.01% | 0.0% |
| 1103 | THOMPSON INVESTMENT MANAGEMENT#1103 · 243 sh | 243 | $55.8K | — | 0.0% |
| 1104 | First Command Advisory Services#1104 · 234 sh | 234 | $53.7K | <0.01% | +283.6% |
| 1105 | E Fund Management (Hong Kong) , Ltd.#1105 · 231 sh | 231 | $53.0K | 0.02% | +200.0% |
| 1106 | SOA Wealth Advisors#1106 · 223 sh | 223 | $51.2K | <0.01% | +11.5% |
| 1107 | Parallax Volatility Advisers, L.P.#1107 · 222 sh | 222 | $51.0K | <0.01% | -58.2% |
| 1108 | Bruce G. Allen Investments#1108 · 222 sh | 222 | $51.0K | 0.03% | -14.3% |
| 1109 | EXCHANGE TRADED CONCEPTS#1109 · 215 sh | 215 | $49.4K | — | 0.0% |
| 1110 | Steigerwald, Gordon & Koch#1110 · 202 sh | 202 | $46.4K | <0.01% | +5.2% |
| 1111 | BROADWATER CAPITAL MANAGEMENT#1111 · 200 sh | 200 | $45.9K | 0.03% | 0.0% |
| 1112 | ENTRUST FINANCIAL#1112 · 197 sh | 197 | $45.3K | 0.03% | 0.0% |
| 1113 | COMPASS FINANCIAL MANAGEMENT#1113 · 182 sh | 182 | $44.5K | <0.01% | — |
| 1114 | EFG International AG#1114 · 188 sh | 188 | $43.2K | <0.01% | -22.0% |
| 1115 | Rossby Financial, LCC#1115 · 182 sh | 182 | $41.8K | <0.01% | -9.0% |
| 1116 | VALLEY WEALTH MANAGERS#1116 · 174 sh | 174 | $39.9K | — | 0.0% |
| 1117 | Boreal Capital Management#1117 · 170 sh | 170 | $39.0K | 0.03% | 0.0% |
| 1118 | Paladin Advisory Group#1118 · 167 sh | 167 | $38.3K | 0.03% | 0.0% |
| 1119 | Allied Private Wealth#1119 · 149 sh | 149 | $38.2K | 0.02% | — |
| 1120 | Bogart Wealth#1120 · 163 sh | 163 | $37.5K | <0.01% | +73.4% |
| 1121 | Covestor Ltd#1121 · 159 sh | 159 | $37.0K | 0.02% | -28.1% |
| 1122 | DT Investment Partners#1122 · 152 sh | 152 | $34.9K | — | 0.0% |
| 1123 | Axiom Investment Management#1123 · 146 sh | 146 | $33.5K | 0.02% | +15.0% |
| 1124 | MV CAPITAL MANAGEMENT#1124 · 146 sh | 146 | $33.5K | <0.01% | +6.6% |
| 1125 | FARMERS & MERCHANTS INVESTMENTS#1125 · 146 sh | 146 | $33.5K | — | 0.0% |
| 1126 | Mascoma Wealth Management#1126 · 145 sh | 145 | $33.3K | — | 0.0% |
| 1127 | RICHARDSON FINANCIAL SERVICES#1127 · 145 sh | 145 | $33.3K | 0.02% | +14.2% |
| 1128 | Joseph Group Capital Management#1128 · 142 sh | 142 | $32.6K | <0.01% | +195.8% |
| 1129 | Basecamp Wealth Advisors#1129 · 140 sh | 140 | $32.1K | <0.01% | +3.7% |
| 1130 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1130 · 138 sh | 138 | $31.7K | — | 0.0% |
| 1131 | Westside Investment Management#1131 · 136 sh | 136 | $31.2K | <0.01% | 0.0% |
| 1132 | Cornerstone National Bank#1132 · 129 sh | 129 | $30.9K | — | 0.0% |
| 1133 | Prestige Wealth Management Group#1133 · 134 sh | 134 | $30.8K | <0.01% | 0.0% |
| 1134 | NORTHSTAR ASSET MANAGEMENT#1134 · 124 sh | 124 | $30.7K | — | New |
| 1135 | Glen Eagle Advisors#1135 · 133 sh | 133 | $30.5K | <0.01% | +2.3% |
| 1136 | OGOREK ANTHONY JOSEPH /NY#1136 · 132 sh | 132 | $30.0K | <0.01% | -17.0% |
| 1137 | Avalon#1137 · 130 sh | 130 | $29.8K | <0.01% | -29.7% |
| 1138 | Solstein Capital#1138 · 130 sh | 130 | $29.8K | 0.01% | 0.0% |
| 1139 | Disciplina Capital Management#1139 · 130 sh | 130 | $29.8K | <0.01% | -9.1% |
| 1140 | Financial Life Planners#1140 · 126 sh | 126 | $29.0K | 0.02% | 0.0% |
| 1141 | Parvin Asset Management#1141 · 125 sh | 125 | $28.7K | 0.02% | 0.0% |
| 1142 | Lodestone Wealth Management#1142 · 123 sh | 123 | $28.2K | — | 0.0% |
| 1143 | Princeton Global Asset Management#1143 · 120 sh | 120 | $27.5K | — | +7.1% |
| 1144 | IFG Advisory#1144 · 119 sh | 119 | $27.3K | <0.01% | New |
| 1145 | VALLEY NATIONAL ADVISERS#1145 · 118 sh | 118 | $27.1K | — | -50.2% |
| 1146 | MOTCO#1146 · 118 sh | 118 | $27.1K | <0.01% | +5.4% |
| 1147 | Compagnie Lombard Odier SCmA#1147 · 118 sh | 118 | $27.1K | <0.01% | New |
| 1148 | Cassaday & Wealth Management#1148 · 115 sh | 115 | $26.4K | — | -13.5% |
| 1149 | ABOUND FINANCIAL#1149 · 110 sh | 110 | $25.3K | 0.01% | New |
| 1150 | Kemnay Advisory Services#1150 · 107 sh | 107 | $24.6K | <0.01% | +3.9% |
| 1151 | Lavaca Capital#1151 · 105 sh | 105 | $24.1K | <0.01% | -48.8% |
| 1152 | DiNuzzo Private Wealth#1152 · 105 sh | 105 | $24.1K | — | -1.9% |
| 1153 | DUNCKER STREETT#1153 · 103 sh | 103 | $23.6K | — | 0.0% |
| 1154 | Wilkerson Advisory Group#1154 · 102 sh | 102 | $23.4K | — | +45.7% |
| 1155 | Planning Strategies#1155 · 102 sh | 102 | $23.4K | — | — |
| 1156 | PIN OAK INVESTMENT ADVISORS#1156 · 103 sh | 103 | $23.0K | 0.02% | 0.0% |
| 1157 | SFAM#1157 · 100 sh | 100 | $23.0K | 0.02% | New |
| 1158 | STANCE CAPITAL#1158 · 100 sh | 100 | $23.0K | <0.01% | New |
| 1159 | Signature Equity Partners#1159 · 98 sh | 98 | $22.5K | 0.01% | -55.9% |
| 1160 | Institute for Wealth Management#1160 · 97 sh | 97 | $22.3K | <0.01% | New |
| 1161 | Physician Wealth Advisors#1161 · 94 sh | 94 | $21.6K | — | +13.3% |
| 1162 | Strategic Investment Solutions#1162 · 93 sh | 93 | $21.4K | <0.01% | 0.0% |
| 1163 | SJS Investment Consulting#1163 · 90 sh | 90 | $20.7K | — | -2.2% |
| 1164 | NVWM#1164 · 88 sh | 88 | $20.2K | — | +1.1% |
| 1165 | High Note Wealth#1165 · 88 sh | 88 | $20.2K | — | +10.0% |
| 1166 | Rialto Wealth Management#1166 · 86 sh | 86 | $19.7K | <0.01% | +24.6% |
| 1167 | Community Bank, N.A.#1167 · 84 sh | 84 | $19.3K | <0.01% | New |
| 1168 | 1015 Capital Partners#1168 · 81 sh | 81 | $18.6K | 0.02% | +252.2% |
| 1169 | NBH Bank#1169 · 81 sh | 81 | $18.6K | <0.01% | — |
| 1170 | Private Wealth Asset Management#1170 · 80 sh | 80 | $18.3K | <0.01% | 0.0% |
| 1171 | Piscataqua Savings Bank#1171 · 75 sh | 75 | $17.2K | — | 0.0% |
| 1172 | Retirement Wealth Solutions#1172 · 72 sh | 72 | $16.6K | — | -30.1% |
| 1173 | JFS WEALTH ADVISORS#1173 · 70 sh | 70 | $16.1K | <0.01% | -2.8% |
| 1174 | James T. Borello RIA#1174 · 70 sh | 70 | $16.1K | — | +105.9% |
| 1175 | ACTION POINT FINANCIAL PLANNING#1175 · 74 sh | 74 | $15.6K | <0.01% | New |
| 1176 | First Pacific Financial#1176 · 67 sh | 67 | $15.4K | — | +570.0% |
| 1177 | Bare Financial Services#1177 · 65 sh | 65 | $14.9K | <0.01% | +261.1% |
| 1178 | HAZLETT, BURT & WATSON#1178 · 60 sh | 60 | $14.0K | <0.01% | 0.0% |
| 1179 | SUMMIT SECURITIES GROUP#1179 · 60 sh | 60 | $13.8K | <0.01% | +42.9% |
| 1180 | SHP Wealth Management#1180 · 59 sh | 59 | $13.5K | <0.01% | +51.3% |
| 1181 | Cornerstone Financial Management#1181 · 56 sh | 56 | $12.9K | 0.01% | +115.4% |
| 1182 | MEEDER ASSET MANAGEMENT#1182 · 56 sh | 56 | $12.9K | <0.01% | +24.4% |
| 1183 | Crewe Advisors#1183 · 56 sh | 56 | $12.8K | <0.01% | +69.7% |
| 1184 | West Financial Advisors#1184 · 56 sh | 56 | $12.8K | — | +5.7% |
| 1185 | Truvestments Capital#1185 · 50 sh | 50 | $11.5K | <0.01% | -43.2% |
| 1186 | City State Bank#1186 · 50 sh | 50 | $11.5K | — | -66.7% |
| 1187 | Kilter Group#1187 · 50 sh | 50 | $11.5K | <0.01% | +11.1% |
| 1188 | Fortitude Family Office#1188 · 49 sh | 49 | $11.2K | — | +28.9% |
| 1189 | SBI Securities , Ltd.#1189 · 48 sh | 48 | $11.0K | — | -12.7% |
| 1190 | Capital Analysts#1190 · 47 sh | 47 | $11.0K | <0.01% | -4.1% |
| 1191 | Avion Wealth#1191 · 48 sh | 48 | $11.0K | <0.01% | +20.0% |
| 1192 | MTM Investment Management#1192 · 45 sh | 45 | $10.3K | <0.01% | 0.0% |
| 1193 | RAFFA WEALTH MANAGEMENT#1193 · 44 sh | 44 | $10.1K | <0.01% | -30.2% |
| 1194 | CREATIVE FINANCIAL DESIGNS#1194 · 44 sh | 44 | $10.1K | <0.01% | +25.7% |
| 1195 | EVOLUTION WEALTH MANAGEMENT#1195 · 43 sh | 43 | $9.9K | <0.01% | 0.0% |
| 1196 | Beaird Harris Wealth Management#1196 · 42 sh | 42 | $9.6K | <0.01% | 0.0% |
| 1197 | Dogwood Wealth Management#1197 · 42 sh | 42 | $9.6K | <0.01% | +223.1% |
| 1198 | Hilltop National Bank#1198 · 41 sh | 41 | $9.4K | — | 0.0% |
| 1199 | Titan Wealth (CI) Ltd#1199 · 41 sh | 41 | $9.4K | <0.01% | 0.0% |
| 1200 | Concord Wealth Partners#1200 · 39 sh | 39 | $9.0K | <0.01% | New |
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.