Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ARTHUR J GALLAGHER & CO · COM · quarter ended 2026-03-31 · 14 members disclosed AJG ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 982 holders are listed, largest first
982
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$46.6B
holders whose share count rose or who opened the position (new + add), by shares
450
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
187
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of AJG ranked by reported value
#FilerReported valueSharesΔ sharesChange
1JPMORGAN CHASE & CO$4.2B19,568,047−745,202TRIM
2BlackRock, Inc.$4.2B19,307,796+68,175ADD
3VANGUARD CAPITAL MANAGEMENT LLC$3.6B16,699,898—NO PRIOR
4FMR LLC$3.2B14,620,963−489,719TRIM
5Capital World Investors$3.0B13,817,720+1,204,349ADD
6VANGUARD PORTFOLIO MANAGEMENT LLC$2.7B12,419,279—NO PRIOR
7STATE STREET CORP$2.4B10,973,921+20,323ADD
8DODGE & COX$1.6B7,354,915+6,474,330ADD
9GEODE CAPITAL MANAGEMENT, LLC$1.4B6,243,640+229,444ADD
10MORGAN STANLEY$878M4,056,175−3,717,633TRIM
11PRINCIPAL FINANCIAL GROUP INC$702M3,242,088+409,145ADD
12Capital Research Global Investors$645M2,980,131+1,431,658ADD
13EAGLE CAPITAL MANAGEMENT LLC$577M2,665,572+2,665,572NEW
14Capital International Investors$562M2,596,653−3,683,802TRIM
15WELLINGTON MANAGEMENT GROUP LLP$560M2,583,359−382,624TRIM
16GTCR LLC$514M2,373,773+2,373,773NEW
17WCM INVESTMENT MANAGEMENT, LLC$510M2,362,513−17,781TRIM
18NORTHERN TRUST CORP$483M2,229,829−443TRIM
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$457M2,109,463+65,823ADD
20Janus Henderson Group Ltd.$427M1,970,990+101,431ADD
21FRANKLIN RESOURCES INC$423M1,954,100+1,563,789ADD
22BANK OF AMERICA CORP /DE/$402M1,854,488+346,409ADD
23Invesco Ltd.$372M1,715,812−17,357TRIM
24BROWN ADVISORY INC$342M1,580,307−447,622TRIM
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$314M1,449,869+3,100ADD
26VANGUARD FIDUCIARY TRUST CO$314M1,447,832—NO PRIOR
27Focus Partners Wealth$299M1,379,397+735,269ADD
28Legal & General Group Plc$297M1,373,429+3,552ADD
29Mitsubishi UFJ Asset Management Co., Ltd.$282M1,301,447−1,754,622TRIM
30Bank of New York Mellon Corp$279M1,287,455−19,020TRIM
31FIL Ltd$262M1,209,624−98,465TRIM
32APG Asset Management N.V.$221M1,177,502−5,357TRIM
33UBS Group AG$214M989,174−89,269TRIM
34ENVESTNET ASSET MANAGEMENT INC$212M977,349−244,681TRIM
35Amundi$204M939,835+9,250ADD
36ALLIANCEBERNSTEIN L.P.$202M781,086−12,022TRIM
37Guinness Asset Management LTD$195M901,899+96,366ADD
38Artisan Partners Limited Partnership$192M884,899+680,061ADD
39DIMENSIONAL FUND ADVISORS LP$185M853,192+47,588ADD
40Woodline Partners LP$182M840,676+305,074ADD
41Boston Partners$175M808,257−21,902TRIM
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$171M789,499+251,340ADD
43CITADEL ADVISORS LLC$165M762,692+138,732ADD
44DEUTSCHE BANK AG\$164M755,049+77,055ADD
45Swiss National Bank$163M753,660+51,040ADD
46VIKING GLOBAL INVESTORS LP$158M727,441−313,536TRIM
47Nuveen, LLC$155M715,125+32,650ADD
48BRANDES INVESTMENT PARTNERS, LP$152M701,260+701,260NEW
49Stonehage Fleming Financial Services Holdings Ltd$141M650,099−20,004TRIM
50BLS CAPITAL FONDSMAEGLERSELSKAB A/S$140M647,008+647,008NEW
51Unisphere Establishment$138M635,700−8,800TRIM
52Sumitomo Mitsui Trust Group, Inc.$127M587,811+12,121ADD
53Mawer Investment Management Ltd.$126M581,276−31,755TRIM
54Vanguard Global Advisers, LLC$123M569,533—NO PRIOR
55FENIMORE ASSET MANAGEMENT INC$123M566,766+212,326ADD
56JUPITER ASSET MANAGEMENT LTD$113M531,235+531,235NEW
57Bank Julius Baer & Co. Ltd, Zurich$110M508,446−48,503TRIM
58National Pension Service$108M498,276+498,276NEW
59RAYMOND JAMES FINANCIAL INC$107M495,544−41,141TRIM
60WELLS FARGO & COMPANY/MN$105M484,535+3,003ADD
61ROYAL BANK OF CANADA$105M484,330+14,922ADD
62COOKE & BIELER LP$104M481,633+481,633NEW
63HSBC HOLDINGS PLC$99.7M459,478−607,476TRIM
64VANGUARD ASSET MANAGEMENT, Ltd$95.1M439,081—NO PRIOR
65Bowie Capital Management, LLC$95.1M438,928+209,521ADD
66NEW YORK STATE COMMON RETIREMENT FUND$89.5M413,071+138,508ADD
67Connor, Clark & Lunn Investment Management Ltd.$87.0M401,590+312,167ADD
68First Pacific Advisors, LP$84.0M387,687+387,687NEW
69CIBC Bancorp USA Inc.$80.7M634,451—NO PRIOR
70NZS Capital, LLC$79.9M368,965+139,261ADD
71MILFORD FUNDS LTD$77.7M358,577+358,577NEW
72TD ASSET MANAGEMENT INC$76.7M354,367−30,162TRIM
73ADAGE CAPITAL PARTNERS GP, L.L.C.$73.8M340,763+180,960ADD
74REGIONS FINANCIAL CORP$73.8M340,672−7,875TRIM
75Universal- Beteiligungs- und Servicegesellschaft mbH$73.8M340,214−17,885TRIM
76LAZARD ASSET MANAGEMENT LLC$71.3M329,019+122,781ADD
77MANUFACTURERS LIFE INSURANCE COMPANY, THE$69.9M322,634−102,720TRIM
78CITIGROUP INC$63.9M295,088+33,194ADD
79WELCH & FORBES LLC$63.5M293,288−990TRIM
80ZACKS INVESTMENT MANAGEMENT$63.1M291,339+2,283ADD
81SEI INVESTMENTS CO$62.7M289,267+76,723ADD
82AMERICAN CENTURY COMPANIES INC$60.8M280,517−2,420TRIM
83Welch Group, LLC$54.8M253,012+253,012NEW
84KORNITZER CAPITAL MANAGEMENT INC /KS$52.5M242,349−2,964TRIM
85AMERIPRISE FINANCIAL INC$52.0M239,340+753ADD
86BALYASNY ASSET MANAGEMENT L.P.$51.8M238,987+227,617ADD
87MILLENNIUM MANAGEMENT LLC$50.7M234,020+210,232ADD
88BANK OF MONTREAL /CAN/$48.6M224,518−131,189TRIM
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$47.6M219,600−1,133TRIM
90FIFTH THIRD BANCORP$47.4M218,950+195,344ADD
91AVIVA PLC$45.8M211,415+6,083ADD
92Fisher Funds Management LTD$44.9M207,219+69,379ADD
93Korea Investment CORP$44.0M203,044+85,834ADD
94Capital International, Inc./CA/$43.5M201,048−12,637TRIM
95Retirement Systems of Alabama$43.5M200,960−60TRIM
96Aberdeen Group plc$41.4M191,075+6,676ADD
97Federation des caisses Desjardins du Quebec$39.9M184,027−28,329TRIM
98STIFEL FINANCIAL CORP$37.8M174,354−8,100TRIM
99Sandhill Capital Partners LLC$37.3M172,035+29,126ADD
100NISSAY ASSET MANAGEMENT CORP /JAPAN$37.1M171,320+67,243ADD
101FIRST TRUST ADVISORS LP$36.8M170,126+153,187ADD
102Alyeska Investment Group, L.P.$36.7M169,585+169,585NEW
103WESTWOOD HOLDINGS GROUP INC$36.6M169,114−45,647TRIM
104LPL Financial LLC$36.0M166,145−38,167TRIM
105NOMURA ASSET MANAGEMENT CO LTD$35.7M164,861−10,155TRIM
106KING LUTHER CAPITAL MANAGEMENT CORP$35.0M161,667−34,397TRIM
107ASR Vermogensbeheer N.V.$34.6M159,959+14,958ADD
108Tidal Investments LLC$34.2M158,188+152,515ADD
109BENJAMIN EDWARDS INC$34.1M157,298−4,915TRIM
110Quantinno Capital Management LP$34.0M156,950+39,893ADD
111Capital International Sarl$34.0M156,934+5,645ADD
112WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$33.7M155,721+3,117ADD
113GATEWAY INVESTMENT ADVISERS LLC$32.9M151,784−32,370TRIM
114DANSKE BANK A/S$32.7M151,037−723TRIM
115Freestone Grove Partners LP$32.5M150,106+146,956ADD
116ROYAL LONDON ASSET MANAGEMENT LTD$31.9M147,419−346TRIM
117AQR CAPITAL MANAGEMENT LLC$31.8M147,092−706TRIM
118STOREBRAND ASSET MANAGEMENT AS$31.3M144,592—NO PRIOR
119VOYA INVESTMENT MANAGEMENT LLC$31.0M143,216+6,954ADD
120Ceredex Value Advisors LLC$30.9M142,729−20,588TRIM
121Sequoia Financial Advisors, LLC$30.3M139,833+7,239ADD
122STATE OF WISCONSIN INVESTMENT BOARD$30.2M139,518+4,809ADD
123CENTRAL SECURITIES CORP$29.2M135,000+30,000ADD
124Vanguard Investments Australia, Ltd.$27.7M127,731—NO PRIOR
125Chevy Chase Trust Holdings, LLC$27.7M127,705−3,394TRIM
126Asset Management One Co., Ltd.$27.6M127,509−16TRIM
127DEARBORN PARTNERS LLC$27.3M125,858−8,078TRIM
128United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$27.2M125,585+8,600ADD
129PRUDENTIAL FINANCIAL INC$26.7M123,053−3,107TRIM
130Life Cycle Investment Partners Ltd$25.7M118,818+42,643ADD
131CREDIT AGRICOLE S A$25.0M115,259−191,129TRIM
132MASSACHUSETTS FINANCIAL SERVICES CO /MA/$24.8M114,514−20,398TRIM
133CANADA PENSION PLAN INVESTMENT BOARD$24.4M112,832+33,317ADD
134Pictet Asset Management Holding SA$24.0M110,629−43,775TRIM
135TORONTO DOMINION BANK$23.3M107,353−56,202TRIM
136Zurcher Kantonalbank (Zurich Cantonalbank)$22.6M104,503+104,503NEW
137Cornerstone Capital, Inc.$22.4M103,213+5,068ADD
138PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$21.8M100,800−433TRIM
139NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$21.5M99,164+99,164NEW
140Lighthouse Investment Partners, LLC$21.5M99,104+40,216ADD
141Distillate Capital Partners LLC$21.3M98,409+22,166ADD
142PhiloSmith Capital Corp$21.2M97,725+10,000ADD
143ARS Investment Partners, LLC$20.6M95,135+12,381ADD
144KLP KAPITALFORVALTNING AS$20.5M94,530+4,040ADD
145Creative Planning$20.4M94,112+7,791ADD
146Corient Private Wealth LLC$20.2M93,146−102,618TRIM
147Swedbank AB$20.2M93,055−268TRIM
148TRUIST FINANCIAL CORP$20.0M92,123−16,020TRIM
149FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$19.7M90,874+14,920ADD
150Verition Fund Management LLC$19.6M90,646+85,305ADD
151Generate Investment Management Ltd$19.5M90,000+60,000ADD
152State of New Jersey Common Pension Fund D$19.1M88,079−219TRIM
153VICTORY CAPITAL MANAGEMENT INC$18.9M87,133+1,652ADD
154ASSETMARK, INC$18.7M86,198+12,822ADD
155Calamos Advisors LLC$18.5M85,5280NO CHANGE
156EVENTIDE ASSET MANAGEMENT, LLC$18.1M83,670−56,204TRIM
157Lansforsakringar Fondforvaltning AB (publ)$17.8M82,088−146TRIM
158Resona Asset Management Co.,Ltd.$17.7M81,877−9,446TRIM
159BNP Paribas Asset Management Holding S.A.$17.6M81,385−14,778TRIM
160MML INVESTORS SERVICES, LLC$17.6M81,354−95,975TRIM
161Allen Investment Management, LLC$17.4M31,702+28,460ADD
162CAPITAL INTERNATIONAL LTD /CA/$17.3M79,967−1,040TRIM
163RENAISSANCE TECHNOLOGIES LLC$16.6M76,600+72,280ADD
164Tredje AP-fonden$16.5M76,062−33,150TRIM
165MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC$16.3M75,490+1,759ADD
166BLAIR WILLIAM & CO/IL$16.2M74,948−13,790TRIM
167PUBLIC SECTOR PENSION INVESTMENT BOARD$15.8M73,097+7,680ADD
168US BANCORP \DE\$15.7M72,485−5,792TRIM
169CIBC Asset Management Inc$15.7M72,457−12,094TRIM
170UNITED CAPITAL FINANCIAL ADVISORS, LLC$15.7M72,296+72,296NEW
171Investment Management Corp of Ontario$15.4M71,126−41,708TRIM
172Cetera Investment Advisers$15.2M70,403−19,980TRIM
173Beacon Pointe Advisors, LLC$15.2M70,388−30,459TRIM
174Arizona State Retirement System$15.2M70,371−1,840TRIM
175Czech National Bank$15.2M69,986+2,271ADD
176Cornerstone Advisors, LLC$15.0M69,034+46,770ADD
177BALDWIN WEALTH PARTNERS LLC/MA$14.9M68,934−7,031TRIM
178Taikang Asset Management (Hong Kong) Co Ltd$14.7M68,084+8,376ADD
179LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$14.5M66,734+2,405ADD
180NORTH POINT PORTFOLIO MANAGERS CORP/OH$14.4M66,482−1,113TRIM
181Mirae Asset Global Investments Co., Ltd.$14.3M65,970+10,694ADD
182FACTORY MUTUAL INSURANCE CO$14.0M64,5000NO CHANGE
183Gotham Asset Management, LLC$13.8M63,607+18,343ADD
184NISA INVESTMENT ADVISORS, LLC$13.7M63,086−1,223TRIM
185Running Oak Capital LLC$13.5M62,501+7,829ADD
186Rafferty Asset Management, LLC$13.5M62,480−15,866TRIM
187Assenagon Asset Management S.A.$13.5M62,280+22,423ADD
188COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.0M59,861+127ADD
189COMMERCE BANK$12.6M58,062+38,235ADD
190Varma Mutual Pension Insurance Co$12.5M57,5500NO CHANGE
191DnB Asset Management AS$12.3M56,631+6,376ADD
192SEB Asset Management AB$12.0M55,595—NO PRIOR
193BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$12.0M55,514+10,013ADD
194BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$11.9M55,360−7,390TRIM
195Vident Advisory, LLC$11.9M54,750−10,591TRIM
196CI INVESTMENTS INC.$11.7M54,053+2,250ADD
197JIA INVESTMENT ALLIANCE PTE. LTD.$11.3M52,4000NO CHANGE
198ProShare Advisors LLC$11.2M51,795−2,427TRIM
199Rench Wealth Management, Inc.$11.2M51,772+604ADD
200Newport Capital Group, LLC$11.1M51,306−32TRIM
201IFM Investors Pty Ltd$10.9M50,353+2,484ADD
202FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$10.4M48,122−26,224TRIM
203HighTower Advisors, LLC$10.3M47,706−3,223TRIM
204MERCER GLOBAL ADVISORS INC /ADV$10.3M47,610−107,788TRIM
205TOMPKINS FINANCIAL CORP$10.3M47,414−421TRIM
206Cerity Partners LLC$10.1M46,710+7,444ADD
207TOCQUEVILLE ASSET MANAGEMENT L.P.$10.1M46,538+9,922ADD
208XPONANCE LLC$10.1M46,515+6,024ADD
209Segment Wealth Management, LLC$10.0M46,132+2,817ADD
210TEACHER RETIREMENT SYSTEM OF TEXAS$9.9M45,733−390TRIM
211EXENCIAL WEALTH ADVISORS, LLC$9.7M44,982−2,500TRIM
212Daiwa Securities Group Inc.$9.5M43,906−14,737TRIM
213USS Investment Management Ltd$9.4M43,626+2,233ADD
214NICOLA WEALTH MANAGEMENT LTD.$9.3M42,9000NO CHANGE
215MUFG Securities EMEA plc$9.2M42,622+32,100ADD
216Renaissance Investment Group LLC$9.1M41,844+3,533ADD
217NATIONAL BANK OF CANADA /FI/$9.0M41,767−30,151TRIM
218Kestra Advisory Services, LLC$8.9M41,317+25,415ADD
219Utah Retirement Systems$8.9M41,223−684TRIM
220Talbot Financial, LLC$8.9M40,869+2,322ADD
221Allianz Asset Management GmbH$8.8M40,727−353,492TRIM
222FORA Capital, LLC$8.7M40,089+40,089NEW
223WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.6M39,627−38,963TRIM
224Interval Partners, LP$8.5M39,336+15,648ADD
225Verity & Verity, LLC$8.4M38,673−1,525TRIM
226NewEdge Advisors, LLC$8.3M38,225+38,225NEW
227NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.2M38,054+762ADD
228Rakuten Investment Management, Inc.$8.2M38,129+4,364ADD
229Pathstone Holdings, LLC$8.2M37,914+201ADD
230Clark Capital Management Group, Inc.$8.1M37,475+36,449ADD
231NEOS Investment Management LLC$7.9M36,683+6,090ADD
232Mediolanum International Funds Ltd$7.9M36,574−5,954TRIM
233XTX Topco Ltd$7.8M36,074+36,074NEW
234BANK OF NOVA SCOTIA$7.7M35,783−4,628TRIM
235COMMONWEALTH EQUITY SERVICES, LLC$7.7M35,731−450TRIM
236Sumitomo Mitsui DS Asset Management Company, Ltd$7.7M35,667+540ADD
237TRILLIUM ASSET MANAGEMENT, LLC$7.6M38,781+5,513ADD
238Hamilton Point Investment Advisors, LLC$7.4M34,294+34,294NEW
239O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.4M34,010−4,626TRIM
240Private Advisor Group, LLC$7.2M33,306+407ADD
241Philadelphia Financial Management of San Francisco, LLC$7.1M33,000+33,000NEW
242Jain Global LLC$7.1M32,928+32,928NEW
243SMITHBRIDGE ASSET MANAGEMENT INC/DE$7.0M32,547−32,547TRIM
244SIGMA INVESTMENT COUNSELORS INC$6.8M31,251−1,430TRIM
245Swiss Life Asset Management Ltd$6.7M31,006+5,683ADD
246Point72 Asset Management, L.P.$6.7M30,880−38,507TRIM
247Rockefeller Capital Management L.P.$6.7M30,773+900ADD
248Marks Group Wealth Management, Inc$6.5M29,959−1,045TRIM
249Capital Group Private Client Services, Inc.$6.5M29,799−14,954TRIM
250STRATEGY ASSET MANAGERS LLC$6.4M29,720+117ADD
251OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.4M29,452+100ADD
252MACKENZIE FINANCIAL CORP$6.4M29,384+2,481ADD
253BAHL & GAYNOR INC$6.3M29,264−808TRIM
254ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$6.3M29,178+29,178NEW
255Wealthfront Advisers LLC$6.3M29,119−3,248TRIM
256NORDEA INVESTMENT MANAGEMENT AB$6.3M29,228−19TRIM
257McKinley Carter Wealth Services, Inc.$6.2M28,764−3,571TRIM
258OpenArc Corporate Advisory, LLC$6.1M28,243+6,932ADD
259OSAIC HOLDINGS, INC.$6.0M27,518−12,420TRIM
260Vanguard Personalized Indexing Management, LLC$6.0M27,599+723ADD
261PFA Pension, Forsikringsaktieselskab$5.9M27,472+27,472NEW
262Van Hulzen Asset Management, LLC$5.9M27,364−68,106TRIM
263MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.9M27,333−243TRIM
264Ayrshire Capital Management LLC$5.8M27,009+2,588ADD
265Evelyn Partners Investment Management Services Ltd$5.8M27,000+27,000NEW
266CWM, LLC$5.8M26,731+1,077ADD
267YOUSIF CAPITAL MANAGEMENT, LLC$5.7M26,456−1,705TRIM
268BRANT POINT INVESTMENT MANAGEMENT LLC$5.7M26,367−8,705TRIM
269OP Asset Management Ltd$5.7M26,155—NO PRIOR
270GLENMEDE TRUST CO NA$5.6M25,700+16,044ADD
271Cane Capital Partners, LLC$5.5M25,470−1,010TRIM
272EULAV Asset Management$5.5M25,4000NO CHANGE
273Empowered Funds, LLC$5.5M25,290+25,290NEW
274Stratos Wealth Partners, LTD.$5.5M25,233+698ADD
275MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.4M24,859−1,801TRIM
276Donor Advised Charitable Giving, Inc.$5.3M24,2900NO CHANGE
277Ethic Inc.$5.3M24,250−5,902TRIM
278SPIREPOINT PRIVATE CLIENT, LLC$5.3M24,247+2,274ADD
279Avanza Fonder AB$5.2M24,1930NO CHANGE
280Prospera Financial Services Inc$5.2M23,928+156ADD
281Douglass Winthrop Advisors, LLC$5.2M23,896−732TRIM
282Ensign Peak Advisors, Inc$5.1M23,767−37,261TRIM
283PICTON MAHONEY ASSET MANAGEMENT$5.0M23,063−15,444TRIM
284UniSuper Management Pty Ltd$5.0M22,938+522ADD
285Aptus Capital Advisors, LLC$4.9M22,777+17,690ADD
286NATIXIS$4.9M22,524−44,125TRIM
287Mariner, LLC$4.9M22,407−26,378TRIM
288EagleClaw Capital Managment, LLC$4.8M22,300+19,480ADD
289Alley Investment Management Company, LLC$4.8M22,095−18,650TRIM
290M&T BANK CORP$4.8M21,982−891TRIM
291Chicago Partners Investment Group LLC$4.7M21,412+499ADD
292WINTON GROUP Ltd$4.7M21,720+21,720NEW
293TD Waterhouse Canada Inc.$4.7M21,819+20,868ADD
294MACQUARIE GROUP LTD$4.7M21,618−12,230TRIM
295FOURPATH CAPITAL MANAGEMENT, LLC$4.6M21,022−6,336TRIM
296Candriam S.C.A.$4.5M20,642+342ADD
297IEQ CAPITAL, LLC$4.5M20,598+119ADD
298Callan Family Office, LLC$4.4M20,312−6,703TRIM
299Family Legacy, Inc.$4.3M19,960+25ADD
300ARIEL INVESTMENTS, LLC$4.3M19,764+4,407ADD
301Atlantic Union Bankshares Corp$4.2M19,446−92TRIM
302Financiere des Professionnels - Fonds d'investissement inc.$4.2M19,392+19,392NEW
303Polar Asset Management Partners Inc.$4.1M19,000+19,000NEW
304SCHRODER INVESTMENT MANAGEMENT GROUP$4.1M19,027−75,572TRIM
305Elo Mutual Pension Insurance Co$4.1M18,961−5,651TRIM
306Sand Hill Global Advisors, LLC$4.0M18,682+18,682NEW
307FIRST MANHATTAN CO. LLC.$4.0M18,460−3,627TRIM
308AIA Group Ltd$3.9M18,195−8,114TRIM
309PFG Advisors$3.9M17,892+165ADD
310CENTRAL TRUST Co$3.7M17,201−1,731TRIM
311Sitrin Capital Management LLC$3.7M17,1430NO CHANGE
312Capital Group Investment Management Pte. Ltd.$3.7M17,108+37ADD
313Atria Investments, Inc$3.7M17,029−845TRIM
314Osmosis Investment Management UK Ltd$3.7M16,859+1,066ADD
315Eurizon Capital SGR S.p.A.$3.6M16,750−3,050TRIM
316BFSG, LLC$3.6M16,720−395TRIM
317Sanctuary Advisors, LLC$3.6M16,653−2,136TRIM
318Brookmont Capital Management$3.6M16,508+736ADD
319Barbara Oil Co.$3.6M16,5000NO CHANGE
320Obion Capital Management LP$3.5M16,359−3,500TRIM
321HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.5M16,138−6,513TRIM
322Sovereign's Capital Management, LLC$3.5M15,998+4,924ADD
323Journey Advisory Group, LLC$3.4M15,830−1,115TRIM
324SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M15,800−19,239TRIM
325Pinnacle Financial Partners, Inc.$3.4M15,725+489ADD
326MIZUHO SECURITIES USA LLC$3.4M15,535−3,164TRIM
327Clearstead Advisors, LLC$3.4M15,506−1,107TRIM
328ROMANO BROTHERS AND COMPANY$3.3M15,163−9TRIM
329PRIVATE MANAGEMENT GROUP INC$3.3M15,076−2,313TRIM
330Ballew Advisors, Inc$3.3M14,905+10ADD
331JAMES INVESTMENT RESEARCH, INC.$3.1M14,534−9,437TRIM
332Lido Advisors, LLC$3.1M14,348+5,790ADD
333COLDSTREAM CAPITAL MANAGEMENT INC$3.1M14,087+524ADD
334Norinchukin Bank, The$3.0M13,948−41TRIM
335Wealthspire Advisors, LLC$3.0M13,810−588TRIM
336Oxbow Advisors, LLC$3.0M13,800−520TRIM
337DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$3.0M13,653−18,381TRIM
338First Nebraska Trust Co$2.9M13,604—NO PRIOR
339NEW VERNON INVESTMENT MANAGEMENT LLC$2.9M13,508+13,508NEW
340Hennion & Walsh Asset Management, Inc.$2.9M13,501−3,794TRIM
341Legacy Wealth Management, LLC / MS$2.9M13,4910NO CHANGE
342Blackstone Inc.$2.9M13,368+13,368NEW
343CHOREO, LLC$2.8M13,086+3,673ADD
344ARTHUR M. COHEN & ASSOCIATES, LLC$2.8M12,938−756TRIM
345Nelson Capital Management, LLC$2.8M12,908−179TRIM
346Maryland State Retirement & Pension System$2.7M12,6380NO CHANGE
347ELWOOD CAPITAL PARTNERS LP$2.7M12,510+7,510ADD
348ABN AMRO INVESTMENT SOLUTIONS$2.7M12,501+102ADD
349Andra AP-fonden$2.7M12,347−25,853TRIM
350TRUST CO OF TOLEDO NA /OH/$2.6M12,218−300TRIM
351Vontobel Holding Ltd.$2.6M11,777+953ADD
352Chicago Capital, LLC$2.5M11,761+48ADD
353ING GROEP NV$2.5M11,671−182TRIM
354IAMS WEALTH MANAGEMENT, LLC$2.5M11,493+1,936ADD
355Allspring Global Investments Holdings, LLC$2.4M11,263+89ADD
356JANE STREET GROUP, LLC$2.4M11,222−1,574TRIM
357Dai-ichi Life Insurance Company, Ltd$2.4M11,007−156TRIM
358New Age Alpha Advisors, LLC$2.4M10,922−1,636TRIM
359GRIMES & Co WEALTH MANAGEMENT, LLC$2.3M10,627−2,244TRIM
360Concurrent Investment Advisors, LLC$2.3M10,601+7ADD
361AG2R LA MONDIALE GESTION D'ACTIFS$2.3M10,555+140ADD
362Crossmark Global Holdings, Inc.$2.3M10,506—NO PRIOR
363OMERS ADMINISTRATION Corp$2.2M10,388+2,663ADD
364McLean Asset Management Corp$2.2M10,386+10,386NEW
365Manhattan West Asset Management, LLC$2.2M10,365+3,495ADD
366MAI Capital Management$2.2M10,028−418TRIM
367TOKIO MARINE ASSET MANAGEMENT CO LTD$2.2M10,006+686ADD
368LEAVELL INVESTMENT MANAGEMENT, INC.$2.1M9,915+144ADD
369DAVENPORT & Co LLC$2.1M9,860−7,421TRIM
370SIH Partners, LLLP$2.1M9,732+9,732NEW
371Jefferies Financial Group Inc.$2.1M9,707+5,590ADD
372HB Wealth Management, LLC$2.1M9,692+441ADD
373Ancora Advisors LLC$2.1M9,683−18TRIM
374Argo Wealth Advisory, LLC$2.1M9,629+374ADD
375Orion Porfolio Solutions, LLC$2.1M9,595−498TRIM
376NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M9,581−1,458TRIM
377Saudi Central Bank$2.1M9,479+9,479NEW
378UMB Bank, n.a.$2.1M9,469+247ADD
379Envestnet Portfolio Solutions, Inc.$2.0M9,372−17,791TRIM
380PANAGORA ASSET MANAGEMENT INC$2.0M9,236−800TRIM
381Knollwood Investment Advisory, LLC$2.0M9,1680NO CHANGE
382Equitable Holdings, Inc.$2.0M8,675+5,252ADD
383PRINCIPAL SECURITIES, INC.$2.0M9,149−2,856TRIM
384INTECH INVESTMENT MANAGEMENT LLC$2.0M9,023−2,465TRIM
385FLPUTNAM INVESTMENT MANAGEMENT CO$1.9M8,728−1,151TRIM
386Pine Valley Investments Ltd Liability Co$1.9M8,725+2,151ADD
387Y-Intercept (Hong Kong) Ltd$1.9M8,580+8,580NEW
388Metis Global Partners, LLC$1.9M8,556−901TRIM
389Brooklyn Investment Group$1.8M8,378+1,217ADD
390Harbor Advisors LLC$1.8M8,3750NO CHANGE
391Apollon Wealth Management, LLC$1.8M8,307−653TRIM
392Pacific Capital Partners Ltd$1.8M8,290+8,290NEW
393NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M8,222+16ADD
394Meiji Yasuda Life Insurance Co$1.8M8,1830NO CHANGE
395&PARTNERS$1.7M8,030+598ADD
396KESTRA PRIVATE WEALTH SERVICES, LLC$1.7M7,971+5,710ADD
397Dakota Wealth Management$1.7M7,970−6,913TRIM
398Merit Financial Group, LLC$1.7M7,820+245ADD
399Provident Wealth Management, LLC$1.7M7,8190NO CHANGE
400STONEBRIDGE CAPITAL MANAGEMENT INC$1.7M7,762—NO PRIOR
401AE Wealth Management LLC$1.7M7,712+901ADD
402BRIGHT ROCK CAPITAL MANAGEMENT, LLC$1.6M7,5000NO CHANGE
403Trueblood Wealth Management, LLC$1.6M7,475−307TRIM
404KEYBANK NATIONAL ASSOCIATION/OH$1.6M7,468+1,550ADD
405North Dakota State Investment Board$1.6M7,346−1,348TRIM
406BAILARD, INC.$1.6M7,325+2ADD
407Taylor Frigon Capital Management LLC$1.6M7,254+7,254NEW
408Siemens Fonds Invest GmbH$1.6M7,217+18ADD
409MUFG SECURITIES AMERICAS INC.$1.5M7,111+193ADD
410Steward Partners Investment Advisory, LLC$1.5M7,095−329TRIM
411Ascent Group, LLC$1.5M7,020+401ADD
412SECURIAN ASSET MANAGEMENT, INC$1.5M6,9830NO CHANGE
413Arlington Trust Co LLC$1.5M6,949−1TRIM
414BRIDGES INVESTMENT MANAGEMENT INC$1.5M6,924+6,921ADD
415Squarepoint Ops LLC$1.5M6,831−13TRIM
416Pinnacle Wealth Planning Services, Inc.$1.5M6,799+575ADD
417Summit Trail Advisors, LLC$1.5M6,785+1,495ADD
418World Investment Advisors$1.5M6,734−772TRIM
419NOMURA HOLDINGS INC$1.5M6,712+200ADD
420Vise Technologies, Inc.$1.4M5,5770NO CHANGE
421SummitTX Capital, L.P.$1.4M6,493+6,493NEW
422Savant Capital, LLC$1.4M6,438−418TRIM
423POTOMAC FUND MANAGEMENT INC /ADV$1.4M6,383+535ADD
424Cresset Asset Management, LLC$1.4M6,370+3,367ADD
425AustralianSuper Pty Ltd$1.4M6,244+1,036ADD
426CABOT WEALTH MANAGEMENT INC$1.4M6,241+123ADD
427CIBC WORLD MARKET INC.$1.3M6,145−29,378TRIM
428Frank, Rimerman Advisors LLC$1.3M5,872−63TRIM
429OPPENHEIMER & CO INC$1.3M5,829−1,009TRIM
430Laird Norton Wetherby Trust Company, LLC$1.3M5,812−356TRIM
431Third View Private Wealth, LLC$1.2M5,690+791ADD
432Waverly Advisors, LLC$1.2M5,690+524ADD
433Directional Asset Management$1.2M5,686+775ADD
434Meeder Advisory Services, Inc.$1.2M5,678+992ADD
435Bannerstone Capital Management, LLC$1.2M5,613—NO PRIOR
436EAGLE WEALTH STRATEGIES LLC$1.2M5,535+33ADD
437Game Creek Capital, LP$1.2M5,500−3,500TRIM
438BUILDER INVESTMENT GROUP INC /ADV$1.2M5,4960NO CHANGE
439Seelaus Asset Management LLC$1.2M5,475−28TRIM
440QRG CAPITAL MANAGEMENT, INC.$1.2M5,451+128ADD
441Belpointe Asset Management LLC$1.2M5,386+5,386NEW
442Fairfield Financial Advisors, LTD$1.1M5,305−1,346TRIM
443Disciplined Investments, LLC$1.1M5,2660NO CHANGE
444Vestmark Advisory Solutions, Inc.$1.1M5,244+490ADD
445SBI Okasan Asset Management Co.Ltd.$1.1M5,2100NO CHANGE
446Portfolio Design Labs, LLC$1.1M5,193+177ADD
447Guinness Atkinson Asset Management Inc$1.1M5,191+1,825ADD
448DOVER ADVISORS, LLC$1.1M5,186−73TRIM
449EPG Wealth Management LLC$1.1M5,118+42ADD
450PRUDENTIAL PLC$1.1M5,0740NO CHANGE
451MOODY NATIONAL BANK TRUST DIVISION$1.1M5,064+548ADD
452Gilbert & Cook, Inc.$1.1M5,006+311ADD
453Merrion Investment Management Co, LLC$1.1M5,0000NO CHANGE
454EVERETT HARRIS & CO /CA/$1.1M4,990−42TRIM
455V2 Financial group LLC$1.1M4,8860NO CHANGE
456OCCUDO QUANTITATIVE STRATEGIES LP$1.0M5,065+5,065NEW
457Clear Harbor Asset Management, LLC$1.0M4,818+4,818NEW
458Allworth Financial LP$1.0M4,779−200TRIM
459SIGNATUREFD, LLC$1.0M4,718+548ADD
460BankPlus Trust Department$1.0M4,698−33TRIM
461SVB WEALTH LLC$1.0M4,645−639TRIM
46244 WEALTH MANAGEMENT LLC$1.0M4,641+4,641NEW
463SFM, LLC$998K4,608+643ADD
464Advisory Alpha, LLC$997K4,604+767ADD
465Engineers Gate Manager LP$996K4,600+4,600NEW
466Prosperity Consulting Group, LLC$990K4,570−4,957TRIM
467Avidian Wealth Enterprises, LLC$985K4,546+4,546NEW
468Robeco Institutional Asset Management B.V.$984K4,543−256TRIM
469Coastal Bridge Advisors, LLC$953K4,398−1,120TRIM
470TFR Capital, LLC.$944K4,357+521ADD
471Regal Investment Advisors LLC$942K4,347+1,218ADD
472FIDUCIARY TRUST CO$939K4,334−142TRIM
473GUYASUTA INVESTMENT ADVISORS INC$922K4,2560NO CHANGE
474Meiji Yasuda Asset Management Co Ltd.$897K4,140−486TRIM
475Triangle Securities Wealth Management$893K4,121+118ADD
476QUADRANT CAPITAL GROUP LLC$870K4,018−130TRIM
477TICINO WEALTH$862K3,446−34TRIM
478Wealth Enhancement Trust Services, Inc.$859K3,967+493ADD
479iSAM Funds (UK) Ltd$857K3,956+3,956NEW
480Avior Wealth Management, LLC$854K3,943+3,943NEW
481TritonPoint Partners, LLC$854K3,943+1,157ADD
482Keebeck Wealth Management$853K3,938−11,530TRIM
483Independent Advisor Alliance$852K3,932−365TRIM
484Schonfeld Strategic Advisors LLC$842K3,887−26,042TRIM
485PINNACLE ASSOCIATES LTD$842K3,887+41ADD
486TEMA ETFS LLC$837K3,864+14ADD
487Brookstone Capital Management$829K3,827−63,757TRIM
488PARSONS CAPITAL MANAGEMENT INC/RI$825K3,808−760TRIM
489Connecticut Wealth Management, LLC$814K3,7590NO CHANGE
490PFG Investments, LLC$813K3,755+205ADD
491ESSEX INVESTMENT MANAGEMENT CO LLC$811K3,7460NO CHANGE
492INCEPTIONR LLC$806K3,720−285TRIM
493Ellis Investment Partners, LLC$805K3,716+5ADD
494Ascent Wealth Partners, LLC$802K3,705−19,687TRIM
495Tower Research Capital LLC (TRC)$799K3,687−6,228TRIM
496WBH ADVISORY INC$790K3,651+485ADD
497Savvy Advisors, Inc.$787K3,634+2,232ADD
498Virtue Capital Management, LLC$786K3,639+353ADD
499GUGGENHEIM CAPITAL LLC$778K3,591−867TRIM
500Heartland Bank & Trust Co$765K3,534+629ADD
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · AJG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $13.8M held
Trimming
1 Viking Global Investors $158M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ARTHUR J GALLAGHER & CO

Merged timeline of congressional filings and notable-manager moves on AJG
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+18,343 sh
2026-05-15Viking Global Investors 13FTRIM−313,536 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed AJG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).