Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionAllred Capital Management, LLC
Latest Disclosed Ownership2,046 shares
Latest Disclosed Value $ 443,257
Allred Capital Management, LLC reports 0.54% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 13, 2026 - Allred Capital Management, LLC filed a 13F-HR form disclosing ownership of 2,046 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $443,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,035 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 0.54% 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)
2026-05-13 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,046 11 0.54 443 -15.78 0.1614
2026-02-10 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 2,035 -1,188 -36.86 527 -47.29 0.1904
2025-11-13 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,223 15 0.47 998 -2.82 0.3477
2025-08-14 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,208 -169 -5.00 1,027 -11.85 0.3841
2025-05-15 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,377 -3 -0.09 1,166 21.48 0.4659
2025-02-13 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,380 34 1.02 960 1.91 0.3713
2024-11-13 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,346 25 0.75 942 9.29 0.3703
2024-08-13 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,321 -25 -0.75 861 2.99 0.3301
2024-04-16 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,346 4 0.12 837 11.32 0.3266
2024-01-12 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,342 4 0.12 752 -1.18 0.3267
2023-11-08 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,338 -122 -3.53 761 0.13 0.3790
2023-07-20 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,460 1 0.03 760 14.83 0.3726
2023-05-10 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,459 3 0.09 662 1.54 0.3505
2023-02-14 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,456 4 0.12 652 10.34 0.3575
2022-10-27 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,452 5 0.15 590 4.98 0.3679
2022-08-09 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,447 -145 -4.04 562 -10.37 0.3543
2022-05-05 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,592 -108 -2.92 627 0.00 0.3311
2022-01-25 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,700 -56 -1.49 627 12.37 0.3033
2021-10-12 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,756 -14 -0.37 558 5.68 0.2920
2021-08-05 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,770 -110 -2.84 528 9.09 0.2611
2021-05-06 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,880 -578 -12.97 484 -12.16 0.2190
2021-01-21 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,458 7 0.16 551 17.48 0.3009
2020-10-14 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,451 -216 -4.63 469 3.30 0.2837
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,667 10 0.21 454 19.79 0.2881
2020-08-13 2020-03-31 13F/A-2 GALLAGHER ARTHUR J COM 363576109 4,657 -581 -11.09 379 -23.90 0.2940
2020-04-17 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,657 -581 380 249.5159
2020-01-13 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,238 11 0.21 499 8.50 0.2725
2019-10-07 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,227 -71 -1.34 459 -3.97 0.2790
2019-07-18 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,298 9 0.17 478 14.90 0.2725
2019-04-16 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,289 -643 -10.84 416 -4.81 0.2369
2019-01-31 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,932 5,932 437 0.2921
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.