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Arthur J. Gallagher & Co.

Institutional position changes, all quarters

350 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026-2,431,051-80%625,018$558.10Mhigh
AddedBlackRock, Inc.Jun 30, 2026+583,249+3.0%19,822,870$133.90Mhigh
AddedSTATE STREET CORPORATIONJun 30, 2026+350,192+3.2%11,303,790$80.39Mhigh
ExitedFiera Capital CorpJun 30, 2026-160,603-100%0$41.56Mmedium
TrimmedMawer Investment Management Ltd.Jun 30, 2026-103,006-17%510,025$23.65Mmedium
TrimmedMML INVESTORS SERVICES, LLCJun 30, 2026-75,879-43%101,450$17.42Mmedium
ExitedFORSTA AP-FONDENJun 30, 2026-53,760-100%0$13.91Mmedium
AddedThe PNC Financial Services Group, Inc.Jun 30, 2026+54,281+62%141,214$12.46Mmedium
AddedCornerstone Advisors, LLCJun 30, 2026+41,613+187%63,877$9.55Mmedium
ExitedKG&L Capital Management,LLCJun 30, 2026-26,376-100%0$6.83Mmedium
TrimmedLPL Financial LLCJun 30, 2026-25,181-12%179,131$5.78Mmedium
AddedDEUTSCHE BANK AGJun 30, 2026+15,781+2.3%693,775$3.62Mlow
TrimmedDakota Wealth ManagementJun 30, 2026-13,953-94%930$3.20Mlow
ExitedMenard Financial Group LLCJun 30, 2026-4,148-100%0$1.07Mlow
AddedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026+3,781+55%10,705$868.0Klow
AddedWealthfront Advisers LLCJun 30, 2026+3,279+10%35,646$752.8Klow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+2,099+45%6,785$481.9Klow
TrimmedMASTER'S WEALTH MANAGEMENT INC.Jun 30, 2026-1,860-60%1,257$427.2Klow
TrimmedVictory Capital Management, Inc.Jun 30, 2026-1,761-2.0%85,372$404.3Klow
TrimmedOneDigital Investment Advisors LLCJun 30, 2026-1,695-25%5,177$389.1Klow
AddedPerigon Wealth Management, LLCJun 30, 2026+1,368+100%2,733$314.1Klow
TrimmedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026-1,275-35%2,401$292.7Klow
ExitedK.J. Harrison & Partners IncJun 30, 2026-1,004-100%0$259.8Klow
ExitedInvestmark Advisory Group LLCJun 30, 2026-930-100%0$240.8Klow
ExitedFORTRESS PRIVATE LEDGER, LLCJun 30, 2026-845-100%0$218.6Klow
NewTranquilli Financial Advisor LLCJun 30, 2026+928New928$213.0Klow
ExitedRedwood Financial Network CorpJun 30, 2026-782-100%0$202.4Klow
TrimmedArizona State Retirement SystemJun 30, 2026-870-1.2%71,341$199.7Klow
TrimmedDisciplined Investments, LLCJun 30, 2026-847-16%4,419$194.4Klow
TrimmedRWA WEALTH PARTNERS, LLCJun 30, 2026-775-27%2,062$177.9Klow
AddedArgo Wealth Advisory, LLCJun 30, 2026+598+6.5%9,853$137.3Klow
AddedSigma Planning CorpJun 30, 2026+596+71%1,432$136.8Klow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+559+9.0%6,783$128.3Klow
TrimmedOxbow Advisors, LLCJun 30, 2026-520-3.6%13,800$119.4Klow
TrimmedPlato Investment Management LtdJun 30, 2026-312-19%1,340$71.2Klow
AddedSalomon & Ludwin, LLCJun 30, 2026+204+65%518$48.9Klow
TrimmedAMG National Trust BankJun 30, 2026-181-11%1,507$41.6Klow
AddedCVA Family Office, LLCJun 30, 2026+167+91%350$38.3Klow
TrimmedLido Advisors, LLCJun 30, 2026-142-1.7%8,416$32.6Klow
TrimmedMidFirst BankJun 30, 2026-111-9.2%1,098$25.5Klow
TrimmedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026-105-4.7%2,134$24.1Klow
AddedCorundum Group, Inc.Jun 30, 2026+101+10%1,079$23.2Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+100+38%365$23.0Klow
AddedSG Americas Securities, LLCJun 30, 2026+86,921+260%120,348$20.0Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-92-100%0$19.9Klow
ExitedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026-31,855-100%0$18.7Klow
TrimmedDunhill Financial, LLCJun 30, 2026-77-76%24$17.9Klow
ExitedAlphaQuest LLCJun 30, 2026-61-100%0$15.8Klow
TrimmedQuent Capital, LLCJun 30, 2026-49-15%277$11.2Klow
ExitedIMG Wealth Management, Inc.Jun 30, 2026-29-100%0$7.5Klow
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