Filing Research | AJG - Arthur J. Gallagher & Co. Institutional Holdings

Snapshot holdings

50 / 332 loaded

#		Instrument	quantity
1	FENIMORE ASSET MANAGEMENT INC	Shares	577.2KSH	$132.5M
2	Welch Group, LLC	Shares	262.2KSH	$60.2M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	257.4KSH	$59.1M
4	Fisher Funds Management LTD	Shares	181.0KSH	$41.6M
5	GATEWAY INVESTMENT ADVISERS LLC	Shares	151.2KSH	$34.7M
6	Sequoia Financial Advisors, LLC	Shares	149.8KSH	$34.4M
7	Nexus Investment Management ULC	Shares	149.8KSH	$34.4M
8	BENJAMIN EDWARDS INC	Shares	132.5KSH	$30.4M
9	ASR Vermogensbeheer N.V.	Shares	131.7KSH	$30.2M
10	Thomasville National Bank	Shares	114.3KSH	$26.2M
11	PhiloSmith Capital Corp	Shares	97.4KSH	$22.4M
12	Swedbank AB	Shares	96.8KSH	$22.2M
13	ARS Investment Partners, LLC	Shares	96.0KSH	$22.0M
14	FACTORY MUTUAL INSURANCE CO	Shares	93.3KSH	$21.4M
15	Czech National Bank	Shares	73.1KSH	$16.8M
16	Mirae Asset Global Investments Co., Ltd.	Shares	72.5KSH	$16.6M
17	BALDWIN WEALTH PARTNERS LLC/MA	Shares	68.4KSH	$15.7M
18	IFM Investors Pty Ltd	Shares	57.0KSH	$13.1M
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	56.7KSH	$13.0M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	49.4KSH	$12.5M
21	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	53.9KSH	$12.4M
22	JIA INVESTMENT ALLIANCE PTE. LTD.	Shares	52.4KSH	$12.0M
23	Newport Capital Group, LLC	Shares	51.3KSH	$11.8M
24	ABN AMRO INVESTMENT SOLUTIONS	Shares	49.4KSH	$11.3M
25	Segment Wealth Management, LLC	Shares	47.9KSH	$11.0M
26	TOMPKINS FINANCIAL CORP	Shares	47.4KSH	$10.9M
27	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	44.3KSH	$10.2M
28	Renaissance Investment Group LLC	Shares	43.8KSH	$10.1M
29	Cardinal Capital Management, Inc.	Shares	43.7KSH	$10.0M
30	Talbot Financial, LLC	Shares	41.4KSH	$9.5M
31	Police & Firemen's Retirement System of New Jersey	Shares	38.2KSH	$8.8M
32	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	36.1KSH	$8.3M
33	PensionDanmark Pensionsforsikringsaktieselskab	Shares	35.7KSH	$8.2M
34	Assenagon Asset Management S.A.	Shares	33.6KSH	$7.7M
35	Bath Savings Trust Co	Shares	32.7KSH	$7.5M
36	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	32.7KSH	$7.5M
37	James Hambro & Partners LLP	Shares	29.3KSH	$6.7M
38	Ayrshire Capital Management LLC	Shares	27.3KSH	$6.3M
39	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	24.7KSH	$5.7M
40	Avanza Fonder AB	Shares	24.2KSH	$5.6M
41	Freedom Day Solutions, LLC	Shares	23.8KSH	$5.5M
42	Prospera Financial Services Inc	Shares	22.8KSH	$5.2M
43	Donor Advised Charitable Giving, Inc.	Shares	22.7KSH	$5.2M
44	CARY STREET PARTNERS FINANCIAL LLC	Shares	22.3KSH	$5.1M
45	FOURPATH CAPITAL MANAGEMENT, LLC	Shares	20.8KSH	$4.8M
46	First American Bank	Shares	18.7KSH	$4.3M
47	Fideuram Asset Management (Ireland) dac	Shares	19.3KSH	$4.1M
48	COMMUNITY TRUST & INVESTMENT CO	Shares	17.3KSH	$4.0M
49	Ballew Advisors, Inc	Shares	14.9KSH	$3.8M
50	CARDEROCK CAPITAL MANAGEMENT INC	Shares	16.3KSH	$3.7M

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Manager changes2026-06-30 vs 2026-03-31

50 / 360 loaded

#		Instrument
1	Nexus Investment Management ULC new	Shares	+149.8K	+$34.4M	$34.4M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+74.1K	+$19.4M	$59.1M
3	FENIMORE ASSET MANAGEMENT INC added	Shares	+10.4K	+$9.7M	$132.5M
4	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+36.9K	+$8.6M	$11.3M
5	FACTORY MUTUAL INSURANCE CO added	Shares	+28.8K	+$7.4M	$21.4M
6	James Hambro & Partners LLP new	Shares	+29.3K	+$6.7M	$6.7M
7	Freedom Day Solutions, LLC new	Shares	+23.8K	+$5.5M	$5.5M
8	Welch Group, LLC added	Shares	+9.2K	+$5.4M	$60.2M
9	Sequoia Financial Advisors, LLC added	Shares	+10.0K	+$4.1M	$34.4M
10	Fideuram Asset Management (Ireland) dac new	Shares	+19.3K	+$4.1M	$4.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.8K	+$3.9M	$12.5M
12	CARDEROCK CAPITAL MANAGEMENT INC new	Shares	+16.3K	+$3.7M	$3.7M
13	Clio Asset Management LLC new	Shares	+12.2K	+$2.8M	$2.8M
14	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.5K	+$2.4M	$16.6M
15	IFM Investors Pty Ltd added	Shares	+6.7K	+$2.2M	$13.1M
16	Swedbank AB added	Shares	+3.7K	+$2.1M	$22.2M
17	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+6.1K	+$2.0M	$12.4M
18	Poehling Capital Management, INC. new	Shares	+8.1K	+$1.9M	$1.9M
19	GATEWAY INVESTMENT ADVISERS LLC trimmed	Shares	-591	+$1.8M	$34.7M
20	SHAYNE & JACOBS, LLC new	Shares	+8.0K	+$1.8M	$1.8M
21	Czech National Bank added	Shares	+3.1K	+$1.6M	$16.8M
22	ARS Investment Partners, LLC added	Shares	+825	+$1.4M	$22.0M
23	Apollon Wealth Management, LLC added	Shares	+5.2K	+$1.3M	$3.1M
24	J.W. COLE ADVISORS, INC. new	Shares	+5.3K	+$1.2M	$1.2M
25	PhiloSmith Capital Corp trimmed	Shares	-300	+$1.2M	$22.4M
26	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.1K	+$1.1M	$8.2M
27	Segment Wealth Management, LLC added	Shares	+1.8K	+$1.0M	$11.0M
28	Renaissance Investment Group LLC added	Shares	+2.0K	+$1.0M	$10.1M
29	Cape Investment Advisory, Inc. new	Shares	+4.3K	+$989.7K	$989.7K
30	Wedmont Private Capital added	Shares	+3.3K	+$934.0K	$1.7M
31	Unique Wealth Strategies, LLC new	Shares	+3.5K	+$813.6K	$813.6K
32	BALDWIN WEALTH PARTNERS LLC/MA trimmed	Shares	-560	+$766.9K	$15.7M
33	Fiduciary Alliance LLC added	Shares	+2.9K	+$702.3K	$2.0M
34	Curated Wealth Partners LLC new	Shares	+197.4K	+$698.3K	$698.3K
35	Cardinal Capital Management, Inc. added	Shares	+543	+$685.4K	$10.0M
36	JIA INVESTMENT ALLIANCE PTE. LTD. unchanged	Shares	0	+$680.7K	$12.0M
37	CRUX WEALTH ADVISORS new	Shares	+2.9K	+$663.7K	$663.7K
38	Newport Capital Group, LLC trimmed	Shares	-45	+$656.1K	$11.8M
39	Talbot Financial, LLC added	Shares	+521	+$650.5K	$9.5M
40	TOMPKINS FINANCIAL CORP trimmed	Shares	-17	+$612.0K	$10.9M
41	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+456	+$568.0K	$8.3M
42	Sivia Capital Partners, LLC new	Shares	+2.4K	+$560.4K	$560.4K
43	WASHINGTON CAPITAL MANAGEMENT, INC new	Shares	+2.3K	+$529.2K	$529.2K
44	SPWM Advisors LLC new	Shares	+2.0K	+$513.2K	$513.2K
45	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+1.6K	+$510.4K	$2.8M
46	Ballew Advisors, Inc added	Shares	+10	+$510.0K	$3.8M
47	Trust Asset Management LLC added	Shares	+2.8K	+$473.1K	$1.1M
48	EWA, LLC new	Shares	+2.1K	+$472.5K	$472.5K
49	AVITY INVESTMENT MANAGEMENT INC. new	Shares	+2.1K	+$472.2K	$472.2K
50	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+115	+$449.2K	$7.5M

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