Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership1,674 shares
Latest Disclosed Value $ 362,555
Advisors Asset Management, Inc. reports 87.46% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 1,674 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $362,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 893 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 87.46% 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)
2026-05-15 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,674 781 87.46 363 56.71 0.0060
2026-02-12 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 893 460 106.24 231 72.39 0.0039
2025-11-06 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 433 433 134 0.0023
2025-05-15 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 0 -478 -100.00 0 -100.00
2025-02-10 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 478 -2,138 -81.73 136 -81.66 0.0025
2024-11-08 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 2,616 -762 -22.56 736 -15.89 0.0135
2024-08-14 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,378 -1,738 -33.97 876 -31.59 0.0171
2024-05-14 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,116 -3,752 -42.31 1,279 -35.86 0.0246
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 8,868 -1,305 -12.83 1,994 -13.98 0.0407
2023-11-14 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 10,173 1,583 18.43 2,319 22.91 0.0500
2023-08-14 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 8,590 -1,900 -18.11 1,886 -5.98 0.0385
2023-05-12 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 10,490 109 1.05 2,007 2.50 0.0408
2023-02-13 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 10,381 -958 -8.45 1,957 0.82 0.0403
2022-11-08 2022-09-30 13F ARTHUR J. GALLAGHER COM 363576109 11,339 -519 -4.38 1,941 0.41 0.0408
2022-08-08 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 11,858 -3,996 -25.20 1,933 -30.17 0.0367
2022-05-17 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 15,854 -3,919 -19.82 2,768 -17.50 0.0426
2022-02-15 2021-12-31 13F ARTHUR J. GALLAGHER COM 363576109 19,773 -3,119 -13.62 3,355 -1.41 0.0479
2021-11-12 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 22,892 -4,264 -15.70 3,403 -10.54 0.0517
2021-07-30 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 27,156 -2,439 -8.24 3,804 3.01 0.0561
2021-05-07 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 29,595 -3,132 -9.57 3,693 -8.79 0.0574
2021-02-12 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 32,727 -5,311 -13.96 4,049 0.82 0.0670
2020-11-16 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 38,038 -2,395 -5.92 4,016 1.88 0.0743
2020-08-12 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 40,433 151 0.37 3,942 20.07 0.0767
2020-05-15 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 40,282 -1,699 -4.05 3,283 -17.88 0.0781
2020-05-20 2019-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 41,981 2,793 7.13 3,998 13.90 0.0701
2020-02-14 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 41,981 2,793 3,998 35,386.0800
2019-11-14 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 39,188 28 0.07 3,510 2.33 0.0646
2019-11-14 2019-06-30 13F/A-1 ARTHUR J. GALLAGHER COM 363576109 39,160 415 1.07 3,430 13.35 0.0619
2019-08-14 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 39,160 415 3,430
2019-05-15 2019-03-31 13F ARTHUR J. GALLAGHER COM 363576109 38,745 3,229 9.09 3,026 15.58 0.0539
2019-02-06 2018-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 35,516 2,136 6.40 2,618 5.35 0.0527
2019-01-31 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 35,516 2,136 2,618
2018-11-15 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 33,380 618 1.89 2,485 16.18 0.0406
2018-08-22 2018-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 32,762 4,162 14.55 2,139 8.19 0.0363
2018-08-15 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 847 -27,753 2,139
2018-05-15 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 28,600 1,790 6.68 1,977 16.50 0.0331
2018-02-13 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 26,810 530 2.02 1,697 4.88 0.0279
2017-11-07 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 26,280 -1,852 -6.58 1,618 0.43 0.0271
2017-08-02 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 28,132 1,167 4.33 1,611 5.64 0.0269
2017-05-02 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 26,965 1,621 6.40 1,525 18.31 0.0256
2016-10-31 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 25,344 -1,152 -4.35 1,289 2.22 0.0211
2016-08-08 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 26,496 -973 -3.54 1,261 3.19 0.0204
2016-05-16 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 27,469 -5,297 -16.17 1,222 -8.87 0.0203
2016-02-10 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 32,766 6,197 23.32 1,341 22.24 0.0213
2015-11-16 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 26,569 5,615 26.80 1,097 10.70 0.0175
2015-08-11 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 20,954 -10,474 -33.33 991 -32.54 0.0136
2015-05-13 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 31,428 -20,719 -39.73 1,469 -40.16 0.0196
2015-02-05 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 52,147 -15,810 -23.26 2,455 -20.37 0.0329
2014-11-13 2014-09-30 13F GALLAGHER ARTHUR J COM 363576109 67,957 -23,109 -25.38 3,083 -27.34 0.0425
2014-08-14 2014-06-30 13F GALLAGHER ARTHUR J COM 363576109 91,066 -11,711 -11.39 4,243 -13.23 0.0588
2014-05-15 2014-03-31 13F GALLAGHER ARTHUR J COM 363576109 102,777 5,535 5.69 4,890 7.14 0.0741
2014-02-03 2013-12-31 13F GALLAGHER ARTHUR J COM 363576109 97,242 17,492 21.93 4,564 31.11 0.0736
2013-11-15 2013-09-30 13F GALLAGHER ARTHUR J COM 363576109 79,750 11,198 16.34 3,481 16.23 0.0618
2013-08-14 2013-06-30 13F GALLAGHER ARTHUR J COM 363576109 68,552 68,552 2,995 0.0566
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.