Arthur J. Gallagher & Co. (AJG) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,299
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Capital Asset Advisory Services#801 · 1,816 sh | 1,816 | $417.0K | 0.02% | +16.7% |
| 802 | RiverGlades Family Offices#802 · 1,808 sh | 1,808 | $415.0K | 0.19% | -12.1% |
| 803 | Cambria Investment Management, L.P.#803 · 1,805 sh | 1,805 | $414.4K | 0.02% | New |
| 804 | Livforsakringsbolaget Skandia, Omsesidigt#804 · 1,806 sh | 1,806 | $414.4K | — | 0.0% |
| 805 | Clean Yield Group#805 · 1,800 sh | 1,800 | $413.2K | 0.10% | +299.1% |
| 806 | Mount Yale Investment Advisors#806 · 1,797 sh | 1,797 | $412.6K | <0.01% | -22.4% |
| 807 | Dynamic Advisor Solutions#807 · 1,772 sh | 1,772 | $406.8K | — | +3.9% |
| 808 | MITCHELL SINKLER & STARR#808 · 1,760 sh | 1,760 | $404.0K | — | 0.0% |
| 809 | Generali Asset Management SPA SGR#809 · 1,759 sh | 1,759 | $403.8K | — | -2.4% |
| 810 | McGlone Suttner Wealth Management#810 · 1,757 sh | 1,757 | $403.3K | — | -0.8% |
| 811 | SHELTON CAPITAL MANAGEMENT#811 · 1,756 sh | 1,756 | $403.1K | <0.01% | 0.0% |
| 812 | Fidelis Capital Partners#812 · 1,750 sh | 1,750 | $401.7K | 0.02% | -1.7% |
| 813 | Boston Common Asset Management#813 · 1,748 sh | 1,748 | $401.3K | — | 0.0% |
| 814 | Mission Creek Capital Partners#814 · 1,740 sh | 1,740 | $399.5K | 0.07% | 0.0% |
| 815 | RITHOLTZ WEALTH MANAGEMENT#815 · 1,735 sh | 1,735 | $398.3K | <0.01% | +2.2% |
| 816 | Jackson Wealth Management#816 · 1,735 sh | 1,735 | $398.0K | 0.23% | -93.4% |
| 817 | Pitcairn Wealth Advisors#817 · 1,731 sh | 1,731 | $397.4K | 0.04% | New |
| 818 | RMR Capital Management#818 · 1,715 sh | 1,715 | $393.7K | — | New |
| 819 | PATRICK M SWEENEY & ASSOCIATES#819 · 1,710 sh | 1,710 | $392.6K | — | +4.0% |
| 820 | RiverFront Investment Group#820 · 1,709 sh | 1,709 | $392.3K | <0.01% | +9.2% |
| 821 | Obermeyer Wealth Partners#821 · 1,708 sh | 1,708 | $392.1K | — | 0.0% |
| 822 | Fairfield Financial Advisors, LTD#822 · 1,700 sh | 1,700 | $390.2K | — | -68.0% |
| 823 | ROCKLAND#823 · 1,695 sh | 1,695 | $389.1K | — | -9.6% |
| 824 | StoneX Group#824 · 1,684 sh | 1,684 | $386.7K | 0.02% | -21.7% |
| 825 | Miller Investment Management#825 · 1,672 sh | 1,672 | $383.8K | 0.04% | 0.0% |
| 826 | BARTLETT & WEALTH MANAGEMENT#826 · 1,664 sh | 1,664 | $382.0K | <0.01% | -0.4% |
| 827 | BOKF, NA#827 · 1,658 sh | 1,658 | $380.6K | — | -21.1% |
| 828 | Supplemental Annuity Collective of NJ#828 · 1,648 sh | 1,648 | $378.3K | 0.10% | -5.2% |
| 829 | Aventura Private Wealth#829 · 1,633 sh | 1,633 | $374.8K | 0.12% | -26.9% |
| 830 | Parkside Financial Bank#830 · 1,622 sh | 1,622 | $372.2K | — | +109.8% |
| 831 | Oakworth Capital#831 · 1,593 sh | 1,593 | $372.2K | — | +0.4% |
| 832 | Shepherd Street Advisors#832 · 1,490 sh | 1,490 | $369.2K | — | -22.7% |
| 833 | 71 West Capital Partners#833 · 1,603 sh | 1,603 | $368.0K | 0.01% | +60.6% |
| 834 | LS Investment Advisors#834 · 1,600 sh | 1,600 | $367.3K | — | 0.0% |
| 835 | Compound Planning#835 · 1,597 sh | 1,597 | $366.5K | <0.01% | +0.6% |
| 836 | OPPENHEIMER ASSET MANAGEMENT#836 · 1,566 sh | 1,566 | $359.5K | — | -14.8% |
| 837 | Leeward Financial Partners#837 · 1,560 sh | 1,560 | $358.1K | — | -6.4% |
| 838 | AA Financial Advisors#838 · 1,556 sh | 1,556 | $357.2K | — | +28.8% |
| 839 | Biltmore Family Office#839 · 1,547 sh | 1,547 | $355.1K | 0.05% | 0.0% |
| 840 | Raleigh Capital Management#840 · 1,538 sh | 1,538 | $353.1K | 0.11% | -1.5% |
| 841 | CARY STREET PARTNERS INVESTMENT ADVISORY#841 · 1,535 sh | 1,535 | $352.5K | 0.07% | -5.0% |
| 842 | MQS Management#842 · 1,527 sh | 1,527 | $350.6K | 0.43% | New |
| 843 | Snowden Capital Advisors#843 · 1,518 sh | 1,518 | $348.4K | <0.01% | -19.3% |
| 844 | WEST PACES ADVISORS#844 · 1,510 sh | 1,510 | $346.7K | — | +0.7% |
| 845 | AMG National Bank#845 · 1,507 sh | 1,507 | $346.0K | <0.01% | -10.7% |
| 846 | Ellevest#846 · 1,503 sh | 1,503 | $345.0K | 0.04% | -3.1% |
| 847 | COZAD ASSET MANAGEMENT#847 · 1,503 sh | 1,503 | $344.9K | 0.02% | -50.0% |
| 848 | Longview Financial Advisors#848 · 1,502 sh | 1,502 | $344.8K | — | 0.0% |
| 849 | Carlson Capital, L.P.#849 · 1,500 sh | 1,500 | $344.4K | 0.07% | -6.2% |
| 850 | Private Advisory Group#850 · 1,500 sh | 1,500 | $344.4K | 0.02% | -12.0% |
| 851 | Heritage Wealth Advisors#851 · 1,498 sh | 1,498 | $343.9K | 0.01% | -36.1% |
| 852 | Resonant Capital Advisors#852 · 1,495 sh | 1,495 | $343.2K | — | New |
| 853 | Penserra Capital Management#853 · 1,496 sh | 1,496 | $342.0K | <0.01% | +3.3% |
| 854 | OneAscent Financial Services#854 · 1,489 sh | 1,489 | $341.9K | 0.02% | -5.6% |
| 855 | Balboa Wealth Partners#855 · 1,481 sh | 1,481 | $340.1K | — | -4.5% |
| 856 | NICOLET BANKSHARES#856 · 1,352 sh | 1,352 | $337.6K | 0.01% | -7.1% |
| 857 | PRIVATE NA#857 · 1,468 sh | 1,468 | $337.0K | — | -7.6% |
| 858 | Keel Point#858 · 1,467 sh | 1,467 | $336.8K | 0.02% | New |
| 859 | EASTERN BANK#859 · 1,465 sh | 1,465 | $336.2K | — | -31.9% |
| 860 | Modern Wealth Management#860 · 1,458 sh | 1,458 | $334.9K | <0.01% | New |
| 861 | L2 Asset Management#861 · 1,455 sh | 1,455 | $334.0K | 0.03% | +5.5% |
| 862 | CWA Asset Management Group#862 · 1,444 sh | 1,444 | $331.5K | — | New |
| 863 | IFP Advisors#863 · 1,440 sh | 1,440 | $330.6K | — | -54.1% |
| 864 | of the South#864 · 1,439 sh | 1,439 | $330.4K | — | 0.0% |
| 865 | Western Wealth Management#865 · 1,437 sh | 1,437 | $329.9K | 0.01% | -4.6% |
| 866 | Sigma Planning#866 · 1,432 sh | 1,432 | $328.8K | — | New |
| 867 | Tudor Financial#867 · 1,425 sh | 1,425 | $327.1K | 0.15% | +64.5% |
| 868 | INSIGHT 2811#868 · 1,420 sh | 1,420 | $326.0K | 0.13% | +1.4% |
| 869 | COOKSON PEIRCE#869 · 1,410 sh | 1,410 | $323.7K | 0.01% | 0.0% |
| 870 | BAKER TILLY WEALTH MANAGEMENT#870 · 1,401 sh | 1,401 | $321.6K | — | New |
| 871 | SHUFRO ROSE#871 · 1,400 sh | 1,400 | $321.4K | 0.02% | 0.0% |
| 872 | CATALYST FINANCIAL PARTNERS#872 · 1,396 sh | 1,396 | $320.5K | 0.03% | +27.4% |
| 873 | Strategic Investment Advisors / MI#873 · 1,396 sh | 1,396 | $320.4K | 0.02% | +85.6% |
| 874 | Evansbrook#874 · 1,392 sh | 1,392 | $319.6K | — | 0.0% |
| 875 | Kathmere Capital Management#875 · 1,391 sh | 1,391 | $319.4K | — | +12.0% |
| 876 | Provident Investment Management#876 · 1,391 sh | 1,391 | $319.3K | — | 0.0% |
| 877 | ORG Wealth Partners#877 · 1,391 sh | 1,391 | $319.3K | 0.05% | New |
| 878 | Modera Wealth Management#878 · 1,389 sh | 1,389 | $318.9K | <0.01% | -7.2% |
| 879 | LAKE STREET PRIVATE WEALTH#879 · 1,387 sh | 1,387 | $318.4K | — | 0.0% |
| 880 | Essex Financial Services#880 · 1,359 sh | 1,359 | $312.1K | 0.02% | New |
| 881 | HORIZON KINETICS ASSET MANAGEMENT#881 · 1,354 sh | 1,354 | $310.8K | <0.01% | -30.7% |
| 882 | Diversify Advisory Services#882 · 1,225 sh | 1,225 | $310.3K | — | New |
| 883 | DIVERSIFY WEALTH MANAGEMENT#883 · 1,225 sh | 1,225 | $310.3K | — | +8.8% |
| 884 | BERKSHIRE ASSET MANAGEMENT#884 · 1,351 sh | 1,351 | $310.2K | 0.01% | +6.4% |
| 885 | Eaton Financial Company#885 · 1,345 sh | 1,345 | $308.8K | 0.08% | -7.8% |
| 886 | Ifrah Financial Services#886 · 1,342 sh | 1,342 | $308.1K | — | -2.4% |
| 887 | Sentinus#887 · 1,341 sh | 1,341 | $307.9K | 0.02% | New |
| 888 | Vantus Wealth#888 · 1,334 sh | 1,334 | $306.2K | 0.16% | — |
| 889 | Plato Investment Management Ltd#889 · 1,340 sh | 1,340 | $305.8K | 0.02% | -18.9% |
| 890 | Arlington Partners#890 · 1,324 sh | 1,324 | $304.0K | — | +17.8% |
| 891 | OF VERMONT#891 · 1,318 sh | 1,318 | $302.6K | — | — |
| 892 | LEVIN CAPITAL STRATEGIES, L.P.#892 · 1,315 sh | 1,315 | $301.8K | 0.02% | New |
| 893 | Hilltop#893 · 1,297 sh | 1,297 | $297.8K | 0.02% | -1.6% |
| 894 | McAdam#894 · 1,296 sh | 1,296 | $297.5K | — | New |
| 895 | Ridgeline Wealth#895 · 1,295 sh | 1,295 | $297.3K | — | 0.0% |
| 896 | KERR FINANCIAL PLANNING#896 · 1,295 sh | 1,295 | $297.3K | 0.33% | -2.2% |
| 897 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.#897 · 1,291 sh | 1,291 | $296.4K | 0.03% | 0.0% |
| 898 | GEORGE KAISER FAMILY FOUNDATION#898 · 1,291 sh | 1,291 | $296.4K | 0.03% | 0.0% |
| 899 | HM PAYSON#899 · 1,291 sh | 1,291 | $296.4K | <0.01% | -25.8% |
| 900 | Advisor OS#900 · 1,291 sh | 1,291 | $296.3K | 0.02% | -6.5% |
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.