Arthur J. Gallagher & Co. (AJG) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,299
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | QUADRANT CAPITAL GROUP#601 · 4,602 sh | 4,602 | $1.1M | — | -42.7% |
| 602 | SVB WEALTH#602 · 4,567 sh | 4,567 | $1.0M | 0.07% | -1.7% |
| 603 | EVERETT HARRIS#603 · 4,525 sh | 4,525 | $1.0M | — | -9.3% |
| 604 | South Dakota Investment Council#604 · 4,437 sh | 4,437 | $1.0M | 0.02% | 0.0% |
| 605 | Disciplined Investments#605 · 4,419 sh | 4,419 | $1.0M | 0.33% | -16.1% |
| 606 | Advisory Services Network#606 · 4,359 sh | 4,359 | $1.0M | 0.01% | +3.2% |
| 607 | 44 WEALTH MANAGEMENT#607 · 4,347 sh | 4,347 | $997.9K | 0.33% | -6.3% |
| 608 | Cape Investment Advisory#608 · 4,311 sh | 4,311 | $989.7K | — | New |
| 609 | TCW GROUP#609 · 4,281 sh | 4,281 | $982.8K | <0.01% | +1.8% |
| 610 | Brookstone Capital Management#610 · 4,266 sh | 4,266 | $979.4K | — | +11.5% |
| 611 | PRAXIS INVESTMENT MANAGEMENT#611 · 4,261 sh | 4,261 | $978.0K | 0.05% | -24.3% |
| 612 | GUYASUTA INVESTMENT ADVISORS#612 · 4,256 sh | 4,256 | $977.0K | — | 0.0% |
| 613 | Parallel Advisors#613 · 4,238 sh | 4,238 | $973.1K | 0.01% | +3.1% |
| 614 | SIMPLEX TRADING#614 · 4,225 sh | 4,225 | $969.9K | <0.01% | New |
| 615 | TWIN CITY PRIVATE WEALTH#615 · 4,217 sh | 4,217 | $968.1K | 0.68% | New |
| 616 | Savvy Advisors#616 · 4,209 sh | 4,209 | $966.4K | 0.02% | +15.8% |
| 617 | GAMMA Investing#617 · 4,200 sh | 4,200 | $964.2K | — | +14.3% |
| 618 | Meiji Yasuda Asset Management Ltd.#618 · 4,199 sh | 4,199 | $964.0K | 0.04% | +1.4% |
| 619 | ST GERMAIN D J#619 · 4,195 sh | 4,195 | $963.0K | 0.03% | 0.0% |
| 620 | NORDEN GROUP#620 · 4,178 sh | 4,178 | $959.4K | — | New |
| 621 | GUGGENHEIM CAPITAL#621 · 4,121 sh | 4,121 | $946.1K | <0.01% | +14.8% |
| 622 | MARSHALL WACE, LLP#622 · 4,115 sh | 4,115 | $944.7K | <0.01% | -98.5% |
| 623 | Fifth Third Wealth Advisors#623 · 4,097 sh | 4,097 | $940.5K | — | +17.3% |
| 624 | Accurate Wealth Management#624 · 3,698 sh | 3,698 | $935.9K | — | +13.3% |
| 625 | YHB Investment Advisors#625 · 4,059 sh | 4,059 | $931.8K | — | +61.0% |
| 626 | Kovitz Investment Group Partners#626 · 4,038 sh | 4,038 | $927.1K | 0.02% | -6.9% |
| 627 | SIGNATUREFD#627 · 3,980 sh | 3,980 | $913.7K | — | -15.6% |
| 628 | Regal Investment Advisors#628 · 3,979 sh | 3,979 | $913.5K | 0.05% | -8.5% |
| 629 | Aptus Capital Advisors#629 · 3,932 sh | 3,932 | $902.7K | <0.01% | -82.7% |
| 630 | V2 Financial group#630 · 3,916 sh | 3,916 | $899.0K | 0.33% | -19.9% |
| 631 | Independent Advisor Alliance#631 · 3,842 sh | 3,842 | $882.0K | 0.02% | -2.3% |
| 632 | Triangle Securities Wealth Management#632 · 3,841 sh | 3,841 | $881.8K | — | -6.8% |
| 633 | WHITTIER OF NEVADA#633 · 3,458 sh | 3,458 | $880.6K | 0.02% | -9.9% |
| 634 | Englebert Financial Advisers#634 · 3,809 sh | 3,809 | $874.4K | — | +12.5% |
| 635 | PFG Investments#635 · 3,760 sh | 3,760 | $863.2K | 0.03% | +0.1% |
| 636 | ESSEX INVESTMENT MANAGEMENT#636 · 3,746 sh | 3,746 | $860.0K | — | 0.0% |
| 637 | PINNACLE ASSOCIATES LTD#637 · 3,738 sh | 3,738 | $858.2K | — | -3.8% |
| 638 | Ellis Investment Partners#638 · 3,717 sh | 3,717 | $853.5K | — | 0.0% |
| 639 | Connecticut Wealth Management#639 · 3,664 sh | 3,664 | $841.1K | — | -2.5% |
| 640 | WBH ADVISORY#640 · 3,651 sh | 3,651 | $838.2K | 0.06% | 0.0% |
| 641 | Simplicity Wealth#641 · 3,587 sh | 3,587 | $823.5K | — | New |
| 642 | EVOLVE PRIVATE WEALTH#642 · 3,583 sh | 3,583 | $822.6K | 0.05% | New |
| 643 | Moors & Cabot#643 · 3,583 sh | 3,583 | $822.5K | 0.03% | +26.7% |
| 644 | Unique Wealth Strategies#644 · 3,544 sh | 3,544 | $813.6K | — | New |
| 645 | Balentine#645 · 3,504 sh | 3,504 | $804.4K | 0.03% | +71.4% |
| 646 | Integrated Wealth Concepts#646 · 3,498 sh | 3,498 | $803.2K | <0.01% | +34.5% |
| 647 | Heartland Bank#647 · 3,492 sh | 3,492 | $801.7K | 0.17% | -1.2% |
| 648 | SummitTX Capital, L.P.#648 · 3,470 sh | 3,470 | $796.6K | 0.02% | -46.6% |
| 649 | Evercore Wealth Management#649 · 3,464 sh | 3,464 | $795.2K | 0.01% | 0.0% |
| 650 | MATHER GROUP#650 · 3,461 sh | 3,461 | $794.5K | — | +137.4% |
| 651 | TFR Capital#651 · 3,410 sh | 3,410 | $782.8K | 0.22% | -21.7% |
| 652 | Empower Advisory Group#652 · 3,405 sh | 3,405 | $781.7K | <0.01% | +18.3% |
| 653 | EVERGREEN CAPITAL MANAGEMENT#653 · 3,367 sh | 3,367 | $773.0K | — | +29.5% |
| 654 | Aprio Wealth Management#654 · 3,350 sh | 3,350 | $769.0K | 0.04% | +0.1% |
| 655 | Jacobi Capital Management#655 · 3,341 sh | 3,341 | $766.9K | 0.04% | +23.6% |
| 656 | Allworth Financial#656 · 3,332 sh | 3,332 | $764.9K | <0.01% | -30.3% |
| 657 | Allen Investment Management#657 · 3,292 sh | 3,292 | $755.7K | <0.01% | +0.9% |
| 658 | HARBOUR INVESTMENTS#658 · 3,273 sh | 3,273 | $751.5K | 0.01% | -16.1% |
| 659 | Ashton Thomas Private Wealth#659 · 3,244 sh | 3,244 | $744.6K | 0.02% | -4.0% |
| 660 | HUNTINGTON NATIONAL BANK#660 · 3,234 sh | 3,234 | $742.4K | <0.01% | +32.2% |
| 661 | Midwest#661 · 3,214 sh | 3,214 | $737.8K | — | +6.5% |
| 662 | TRED AVON FAMILY WEALTH#662 · 3,202 sh | 3,202 | $735.1K | — | -0.4% |
| 663 | Grey Ledge Advisors#663 · 3,125 sh | 3,125 | $717.4K | 0.14% | New |
| 664 | Tower Research Capital (TRC)#664 · 3,111 sh | 3,111 | $714.2K | 0.02% | -15.6% |
| 665 | Ascent Wealth Partners#665 · 3,099 sh | 3,099 | $711.4K | — | -16.4% |
| 666 | Coastal Bridge Advisors#666 · 3,077 sh | 3,077 | $706.2K | 0.04% | -30.0% |
| 667 | D.A. DAVIDSON#667 · 3,049 sh | 3,049 | $700.0K | — | -6.6% |
| 668 | Private Advisor Group#668 · 3,044 sh | 3,044 | $698.8K | <0.01% | -90.9% |
| 669 | Asempa Wealth Advisors#669 · 3,026 sh | 3,026 | $694.8K | — | 0.0% |
| 670 | VestGen Advisors#670 · 3,004 sh | 3,004 | $689.6K | — | +6.0% |
| 671 | PATRON PARTNERS#671 · 2,993 sh | 2,993 | $687.0K | 0.26% | +13.8% |
| 672 | Harel Insurance Investments & Financial Services Ltd.#672 · 2,991 sh | 2,991 | $687.0K | <0.01% | -18.1% |
| 673 | Occidental Asset Management#673 · 2,968 sh | 2,968 | $681.4K | 0.07% | -2.4% |
| 674 | AXXCESS WEALTH MANAGEMENT#674 · 2,964 sh | 2,964 | $680.6K | — | New |
| 675 | Frec Markets#675 · 2,960 sh | 2,960 | $679.5K | 0.06% | +82.3% |
| 676 | Valeo Financial Advisors#676 · 2,952 sh | 2,952 | $677.8K | — | +9.1% |
| 677 | Virtue Capital Management#677 · 2,944 sh | 2,944 | $675.9K | 0.09% | -19.1% |
| 678 | Robeco Institutional Asset Management B.V.#678 · 2,927 sh | 2,927 | $672.0K | — | -35.6% |
| 679 | SPIREPOINT PRIVATE CLIENT#679 · 2,922 sh | 2,922 | $670.8K | 0.05% | -87.9% |
| 680 | Chico Wealth RIA#680 · 2,906 sh | 2,906 | $667.2K | 0.35% | +0.3% |
| 681 | CRUX WEALTH ADVISORS#681 · 2,891 sh | 2,891 | $663.7K | 0.23% | New |
| 682 | Fisher Asset Management#682 · 2,886 sh | 2,886 | $662.7K | <0.01% | +8.5% |
| 683 | BankPlus Wealth Management#683 · 2,885 sh | 2,885 | $662.4K | — | +1.0% |
| 684 | Gryphon Financial Partners#684 · 2,879 sh | 2,879 | $660.9K | 0.06% | +65.3% |
| 685 | SAGESPRING WEALTH PARTNERS#685 · 2,869 sh | 2,869 | $658.6K | — | +16.8% |
| 686 | RFG Advisory#686 · 2,869 sh | 2,869 | $658.6K | 0.01% | +6.3% |
| 687 | TritonPoint Partners#687 · 2,854 sh | 2,854 | $655.3K | 0.05% | -27.6% |
| 688 | WEBSTER BANK, N. A.#688 · 2,850 sh | 2,850 | $654.3K | 0.06% | 0.0% |
| 689 | McKinley Carter Wealth Services#689 · 2,839 sh | 2,839 | $651.8K | — | -90.1% |
| 690 | Circle Wealth Management#690 · 2,815 sh | 2,815 | $646.2K | <0.01% | +60.8% |
| 691 | Asset Management#691 · 2,805 sh | 2,805 | $643.9K | 0.04% | +1.4% |
| 692 | Samara Investment Management#692 · 2,799 sh | 2,799 | $642.6K | 0.59% | -4.3% |
| 693 | Carr Financial Group#693 · 2,791 sh | 2,791 | $640.7K | 0.15% | +7.5% |
| 694 | Ballentine Partners#694 · 2,788 sh | 2,788 | $640.0K | <0.01% | -20.5% |
| 695 | CLIFFORD SWAN INVESTMENT COUNSEL#695 · 2,784 sh | 2,784 | $639.1K | 0.02% | -0.2% |
| 696 | GABELLI FUNDS#696 · 2,783 sh | 2,783 | $638.9K | <0.01% | 0.0% |
| 697 | PARK NATIONAL#697 · 2,762 sh | 2,762 | $634.1K | — | 0.0% |
| 698 | WOODWARD DIVERSIFIED CAPITAL#698 · 2,747 sh | 2,747 | $630.7K | — | -4.0% |
| 699 | Perigon Wealth Management#699 · 2,733 sh | 2,733 | $627.5K | — | +73.1% |
| 700 | C WorldWide Group Holding A/S#700 · 2,708 sh | 2,708 | $622.0K | 0.01% | -19.9% |
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.