Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionAllen Capital Group, LLC
Latest Disclosed Ownership2,161 shares
Latest Disclosed Value $ 468,029
Allen Capital Group, LLC reports 14.04% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 27, 2026 - Allen Capital Group, LLC filed a 13F-HR form disclosing ownership of 2,161 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $468,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,895 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 14.04% 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)
2026-05-27 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,161 266 14.04 468 -4.49 0.0416
2026-02-09 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,895 47 2.54 490 -14.34 0.0449
2025-10-27 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,848 -30 -1.60 572 -4.83 0.0540
2025-08-12 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,878 275 17.16 601 8.68 0.0617
2025-05-02 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,603 33 2.10 553 24.27 0.0624
2025-01-23 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,570 235 17.60 446 18.67 0.0534
2024-11-12 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,335 46 3.57 376 12.28 0.0465
2024-08-12 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,289 61 4.97 334 8.79 0.0458
2024-04-15 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,228 1,228 307 0.0432
2022-05-10 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 0 -3,389 -100.00 0 -100.00
2022-01-31 2021-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 3,389 440 14.92 575 31.28 0.0930
2021-10-22 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 2,949 -3,550 -54.62 438 -51.87 0.0879
2021-07-20 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 6,499 0 0.00 910 12.21 0.1824
2021-04-29 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 6,499 -50 -0.76 811 0.12 0.1781
2021-01-19 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 6,549 0 0.00 810 13.76 0.1953
2020-10-20 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 6,549 -284 -4.16 712 6.91 0.1786
2020-08-05 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 6,833 0 0.00 666 19.57 0.1765
2020-04-15 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 6,833 -227 -3.22 557 -17.11 0.1715
2020-01-22 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 7,060 0 0.00 672 9.09 0.1775
2019-10-22 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,060 0 0.00 616 -0.32 0.1905
2019-07-22 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 7,060 -3,015 -29.93 618 -21.47 0.1995
2019-04-30 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 10,075 10,075 787 0.2601
2019-01-29 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 0 -8,948 -100.00 0 -100.00
2018-10-22 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 8,948 -404 -4.32 666 9.18 0.2212
2018-07-27 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 9,352 112 1.21 610 -3.94 0.2252
2018-05-01 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 9,240 467 5.32 635 14.41 0.2462
2018-02-12 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 8,773 8,773 555 0.2400
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.