Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership255 shares
Latest Disclosed Value $ 55,228
Atwood & Palmer Inc reports 49.50% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 255 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $55,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 505 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -49.50% 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)
2026-04-15 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 255 -250 -49.50 55 -57.69 0.0031
2026-01-28 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 505 -484 -48.94 131 -57.52 0.0074
2025-10-15 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 989 -51 -4.90 306 -7.83 0.0180
2025-07-08 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,040 0 0.00 333 -7.52 0.0208
2025-04-15 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,040 484 87.05 359 128.66 0.0249
2025-01-16 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 556 0 0.00 158 0.64 0.0108
2024-10-07 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 556 0 0.00 156 8.33 0.0106
2024-07-10 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 556 0 0.00 144 3.60 0.0109
2024-04-10 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 556 0 0.00 139 11.20 0.0105
2024-01-12 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 556 5 0.91 125 0.00 0.0101
2023-10-20 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 551 0 0.00 126 4.17 0.0110
2023-07-18 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 551 0 0.00 121 14.29 0.0108
2023-04-21 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 551 0 0.00 105 1.94 0.0099
2023-01-31 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 551 0 0.00 104 9.57 0.0094
2022-10-12 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 551 0 0.00 94 4.44 0.0093
2022-07-21 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 551 -49 -8.17 90 -14.29 0.0088
2022-04-29 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 600 0 0.00 105 2.94 0.0091
2022-01-24 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 600 49 8.89 102 24.39 0.0085
2021-10-29 2021-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 551 51 10.20 82 17.14 0.0073
2021-10-19 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 551 51 82 0.0073
2021-07-26 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 70 12.90 0.0063
2021-04-26 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 62 0.00 0.0060
2021-02-04 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 62 16.98 0.0067
2020-10-28 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 53 8.16 0.0067
2020-07-24 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 49 19.51 0.0066
2020-04-20 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 41 -14.58 0.0064
2020-02-05 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 48 6.67 0.0062
2019-10-21 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 45 2.27 0.0061
2019-07-17 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 44 12.82 0.0059
2019-04-23 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 39 5.41 0.0055
2019-02-01 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 37 0.00 0.0059
2018-10-29 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 37 12.12 0.0048
2018-07-19 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 33 -2.94 0.0045
2018-04-30 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 34 6.25 0.0048
2018-02-08 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 32 3.23 0.0045
2017-10-16 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 31 6.90 0.0045
2017-08-08 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 29 3.57 0.0045
2017-04-28 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 28 7.69 0.0045
2017-02-06 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 26 4.00 0.0047
2016-11-08 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 25 4.17 0.0045
2016-07-21 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 24 9.09 0.0043
2016-04-28 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 22 10.00 0.0039
2016-01-28 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 20 -4.76 0.0038
2015-11-12 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 21 -12.50 0.0041
2015-07-31 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 24 4.35 0.0043
2015-05-05 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 23 -4.17 0.0041
2015-02-17 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 500 0 0.00 24 4.35 0.0045
2014-12-02 2014-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 500 0 0.00 23 0.00 0.0043
2014-11-12 2014-09-30 13F GALLAGHER ARTHUR J COM 363576109 500 0 23 0.0042
2014-08-11 2014-06-30 13F GALLAGHER ARTHUR J COM 363576109 500 500 23 0.0061
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.