Stocklore

Arthur J. Gallagher & Co. (AJG)

Financials · US stock

What changed in recent filings

  • Institutions — 4 new · 3 added13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Arthur J. Gallagher & Co.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 32019 Q2 · 22019 Q3 · 22019 Q4 · 42020 Q1 · 32020 Q2 · 22020 Q3 · 12020 Q4 · 32021 Q1 · 22021 Q2 · 42021 Q3 · 32021 Q4 · 42022 Q1 · 32022 Q2 · 32022 Q3 · 42022 Q4 · 32023 Q1 · 22023 Q2 · 32023 Q3 · 32023 Q4 · 22024 Q1 · 12024 Q2 · 12024 Q3 · 12024 Q4 · 42025 Q1 · 22025 Q2 · 32025 Q3 · 32025 Q4 · 42026 Q1 · 42026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Arthur J. Gallagher & Co.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.04% of portfolio · held as of 2019 Q1 or earlier
  • Point72 Asset Management0.02% of portfolio · since 2025 Q4
  • Dodge & Cox1.13% of portfolio · since 2025 Q4
  • Moore Capital ManagementNew this quarter0.06% of portfolio · since 2026 Q2
  • Blackstone0.04% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.08% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.34% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Arthur J. Gallagher. An insurance brokerage specialized in small and mid-sized firms. It grows steadily via M&A and maintains a high renewal rate.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

Arthur J. Gallagher & Co. is classified under the Financials sector. See peers below.

Arthur J. Gallagher & Co. key financials

Based on SEC filings · as of Jun 30, 2026

6.4%
0.50x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Arthur J. Gallagher & Co. vs Financials sector benchmark

Median of 30 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
26.3%vs benchmark 13.5%↑ above
Net margin
10.0%vs benchmark 26.7%↓ below
ROE
6.4%vs benchmark 13.4%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Arthur J. Gallagher & Co.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLFState Street(R) Financial Select Sector SPDR(R) ETF
0.78%
JEPIJPMorgan Equity Premium Income ETF
0.76%
VTVVANGUARD VALUE INDEX FUND
0.22%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.09%
VOOVANGUARD 500 INDEX FUND
0.09%
IVViShares Core S&P 500 ETF
0.09%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.08%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.08%

AJG on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Financials average
See full AJG analysis →

Peers · Financials

AJG FAQ

What is Arthur J. Gallagher & Co. (AJG)?

Arthur J. Gallagher. An insurance brokerage specialized in small and mid-sized firms. It grows steadily via M&A and maintains a high renewal rate.

What sector is Arthur J. Gallagher & Co. in?

Arthur J. Gallagher & Co. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

What are Arthur J. Gallagher & Co.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 26.3%, Net margin 10.0%, ROE 6.4%, Debt-to-equity 0.50x. Definitions and interpretation are available on Stocklore.

Where can I analyze Arthur J. Gallagher & Co. (AJG) stock?

On Stocklore you can see AJG's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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