As of the latest SEC filings, Arthur J. Gallagher & Co. (AJG) is held by 810 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,768,235,789.32 in market value, representing 0.09% of its portfolio.
Funds holding Arthur J. Gallagher & Co. (AJG)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AJG
- CIK:
- 0000354190
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $1,768,235,789.32 | 8,164,354 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.10% | $1,414,312,448.64 | 6,530,208 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.61% | $1,202,549,404.42 | 5,552,449 | Mar 31, 2026 | May 28, 2026 |
|
DODGX
Dodge & Cox Stock Fund
|
MF | Independent / Boutique | 0.95% | $1,087,469,838.00 | 5,021,100 | Mar 31, 2026 | Jun 1, 2026 |
|
CWMAX
Washington Mutual Investors Fund
|
MF | Capital Group / American Funds | 0.44% | $945,510,969.60 | 4,580,964 | Apr 30, 2026 | Jun 26, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.10% | $745,795,481.20 | 3,268,166 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.10% | $716,534,788.06 | 3,308,407 | Mar 31, 2026 | May 28, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.26% | $697,465,352.22 | 3,220,359 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.10% | $649,126,212.28 | 2,997,166 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.37% | $579,398,281.28 | 2,675,216 | Mar 31, 2026 | May 26, 2026 |
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.37% | $559,215,191.08 | 2,582,026 | Mar 31, 2026 | May 28, 2026 |
|
JUEAX
JPMorgan U.S. Equity Fund
|
MF | JPMorgan | 1.69% | $532,928,443.32 | 2,460,654 | Mar 31, 2026 | May 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.23% | $515,115,388.06 | 2,378,407 | Mar 31, 2026 | May 28, 2026 |
|
PMAQX
MidCap Fund
|
MF | Independent / Boutique | 1.71% | $430,358,035.20 | 2,085,068 | Apr 30, 2026 | Jun 25, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 0.87% | $381,712,720.48 | 1,762,456 | Mar 31, 2026 | May 29, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.79% | $377,036,974.86 | 1,740,867 | Mar 31, 2026 | May 28, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 0.88% | $363,308,618.40 | 1,677,480 | Mar 31, 2026 | May 29, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 1.04% | $361,970,154.00 | 1,671,300 | Mar 31, 2026 | May 28, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.21% | $354,887,988.00 | 1,638,600 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.24% | $352,398,991.00 | 1,544,255 | Feb 28, 2026 | Apr 27, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.27% | $325,779,461.00 | 1,427,605 | Feb 28, 2026 | Apr 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.10% | $313,813,157.84 | 1,448,948 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.24% | $297,794,332.80 | 1,442,802 | Apr 30, 2026 | Jun 26, 2026 |
|
CFNAX
American Funds Fundamental Investors
|
MF | Capital Group / American Funds | 0.16% | $251,394,585.26 | 1,160,747 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.11% | $246,531,077.80 | 1,080,329 | Feb 28, 2026 | Apr 24, 2026 |
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