Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionARS Investment Partners, LLC
Latest Disclosed Ownership95,135 shares
Latest Disclosed Value $ 20,604,338
ARS Investment Partners, LLC reports 14.96% increase in ownership of AJG / Arthur J. Gallagher & Co.

On April 16, 2026 - ARS Investment Partners, LLC filed a 13F-HR form disclosing ownership of 95,135 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $20,604,338 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 82,754 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 14.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 95,135 12,381 14.96 20,604 -3.79 1.0709
2026-02-05 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 82,754 857 1.05 21,416 -15.58 1.2515
2025-10-15 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 81,897 -2,315 -2.75 25,367 -5.90 1.6749
2025-08-11 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 84,212 881 1.06 26,958 13.97 1.9663
2025-05-14 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 83,331 -851 -1.01 23,654 -1.01 2.1403
2025-01-16 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 84,182 976 1.17 23,895 2.07 2.1529
2024-10-16 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 83,206 -205 -0.25 23,412 8.24 2.0984
2024-07-17 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 83,411 -188 -0.22 21,629 3.47 2.0685
2024-05-02 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 83,599 -156 -0.19 20,903 10.99 2.0828
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 83,755 -3,494 -4.00 18,835 -5.29 2.0870
2023-11-13 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 87,249 -172 -0.20 19,887 3.60 2.4650
2023-07-11 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 87,421 -870 -0.99 19,195 13.65 2.2430
2023-04-05 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 88,291 -37 -0.04 16,891 1.42 2.0280
2023-01-25 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 88,328 -1,873 -2.08 16,653 7.83 2.2153
2022-10-07 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 90,201 -1,489 -1.62 15,444 3.31 2.1236
2022-07-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 91,690 -1,049 -1.13 14,949 -7.68 2.0423
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 92,739 626 0.68 16,192 3.60 1.5612
2022-02-11 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 92,113 20 0.02 15,629 14.16 1.4354
2021-11-05 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 92,093 45 0.05 13,690 6.17 1.3700
2021-08-06 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 92,048 1,296 1.43 12,894 13.87 1.3142
2021-05-13 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 90,752 954 1.06 11,323 1.93 1.3152
2021-02-09 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 89,798 151 0.17 11,109 17.37 1.3674
2020-11-12 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 89,647 -556 -0.62 9,465 7.63 1.4878
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 90,203 -39,032 -30.20 8,794 -16.52 1.6551
2020-05-12 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 129,235 -1,518 -1.16 10,534 -15.40 2.5432
2020-02-12 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 130,753 828 0.64 12,452 7.00 2.0929
2019-11-14 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 129,925 -5,899 -4.34 11,637 -2.19 2.0906
2019-08-12 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 135,824 1,493 1.11 11,897 13.40 1.9997
2019-05-09 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 134,331 -3,191 -2.32 10,491 3.51 1.8989
2019-02-13 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 137,522 -1,253 -0.90 10,135 -1.89 2.1447
2018-11-13 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 138,775 2,696 1.98 10,330 16.29 1.6002
2018-11-13 2018-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 136,079 345 0.25 8,883 -4.78 1.4175
2018-08-13 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 136,079 345 8,883
2018-05-04 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 135,734 -147,542 -52.08 9,329 -47.96 1.1427
2018-02-14 2017-12-31 13F GALLAGHER ARTHUR J AND COM 363576109 283,276 -6,373 -2.20 17,926 0.55 2.1676
2017-11-14 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 289,649 -1,700 -0.58 17,828 6.88 2.2967
2017-08-04 2017-06-30 13F GALLAGHER ARTHUR J AND CS 363576109 291,349 -17,734 -5.74 16,680 -4.55 2.3042
2017-05-10 2017-03-31 13F GALLAGHER ARTHUR J AND CS 363576109 309,083 -1,444 -0.47 17,476 8.31 2.5396
2017-02-15 2016-12-31 13F GALLAGHER ARTHUR J AND CS 363576109 310,527 -9,317 -2.91 16,135 -0.83 2.4838
2016-11-09 2016-09-30 13F A. J. Gallagher COM 363576109 319,844 -2,593 -0.80 16,270 6.01 3.5668
2016-08-10 2016-06-30 13F A. J. Gallagher COM 363576109 322,437 -17,748 -5.22 15,348 1.43 3.4379
2016-05-11 2016-03-31 13F A. J. Gallagher COM 363576109 340,185 9,991 3.03 15,131 11.93 3.5460
2016-02-16 2015-12-31 13F A. J. Gallagher COM 363576109 330,194 -30,905 -8.56 13,518 -9.31 3.1740
2015-11-13 2015-09-30 13F A. J. Gallagher COM 363576109 361,099 -3,392 -0.93 14,906 -13.54 3.4153
2015-08-11 2015-06-30 13F A. J. Gallagher COM 363576109 364,491 -5,882 -1.59 17,240 -0.43 3.1533
2015-05-13 2015-03-31 13F A. J. Gallagher COM 363576109 370,373 -22,796 -5.80 17,315 -6.46 3.2167
2015-02-13 2014-12-31 13F A. J. Gallagher COM 363576109 393,169 28,594 7.84 18,510 11.93 3.1469
2014-11-12 2014-09-30 13F A. J. Gallagher COM 363576109 364,575 13,521 3.85 16,537 1.09 2.5195
2014-07-30 2014-06-30 13F A. J. Gallagher COM 363576109 351,054 25,845 7.95 16,359 5.73 2.5330
2014-05-13 2014-03-31 13F A. J. Gallagher COM 363576109 325,209 76,008 30.50 15,473 32.30 2.7280
2014-02-11 2013-12-31 13F A. J. Gallagher COM 363576109 249,201 -28,590 -10.29 11,695 -3.55 1.9635
2013-11-08 2013-09-30 13F A. J. Gallagher COM 363576109 277,791 271,561 4,358.92 12,126 4,358.09 2.0673
2013-08-14 2013-06-30 13F Gallagher Arthur J COM 363576109 6,230 6,230 272 0.0478
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.