Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionFamily Legacy, Inc.
Latest Disclosed Ownership19,960 shares
Latest Disclosed Value $ 4,322,935
Family Legacy, Inc. reports 0.13% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 12, 2026 - Family Legacy, Inc. filed a 13F-HR form disclosing ownership of 19,960 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $4,322,935 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 19,935 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 0.13% 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)
2026-05-12 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 19,960 25 0.13 4,323 -16.21 1.2988
2026-02-04 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 19,935 34 0.17 5,159 -16.32 1.5444
2025-11-13 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 19,901 87 0.44 6,164 -2.81 1.8845
2025-07-23 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 19,814 -1,095 -5.24 6,343 -12.14 2.0625
2025-04-23 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 20,909 -1,736 -7.67 7,219 11.65 2.4769
2025-02-12 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 22,645 -34 -0.15 6,465 1.32 2.1902
2024-10-15 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 22,679 5 0.02 6,381 8.54 2.1214
2024-07-24 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 22,674 -338 -1.47 5,880 2.19 2.1053
2024-04-24 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 23,012 -1,760 -7.10 5,754 3.29 2.0686
2024-01-17 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 24,772 -1,068 -4.13 5,571 -5.42 2.1268
2023-10-13 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 25,840 -186 -0.71 5,890 3.06 2.4611
2023-08-07 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 26,026 -185 -0.71 5,715 13.96 2.3001
2023-05-15 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 26,211 896 3.54 5,014 0.48 2.1451
2023-02-14 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 25,315 -440 -1.71 4,991 13.15 2.1823
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 25,755 -2,994 -10.41 4,410 -6.92 2.2170
2022-07-22 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 28,749 -318 -1.09 4,738 -6.64 2.2461
2022-04-18 2022-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 29,067 -348 -1.18 5,075 5.36 2.1153
2022-04-14 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 29,067 -348 5,075 2.1153
2022-01-18 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 29,415 -168 -0.57 4,817 4.60 1.9692
2021-10-12 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 29,583 79 0.27 4,605 9.83 2.0716
2021-07-28 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 29,504 -358 -1.20 4,193 12.53 1.8702
2021-04-09 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 29,862 -3,454 -10.37 3,726 -9.61 1.7783
2021-02-08 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 33,316 -29 -0.09 4,122 17.07 2.1292
2020-10-09 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 33,345 -309 -0.92 3,521 7.31 1.9910
2020-07-20 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 33,654 -199 -0.59 3,281 18.92 1.9792
2020-05-12 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 33,853 200 0.59 2,759 -13.57 1.9874
2020-01-14 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 33,653 -4,467 -11.72 3,192 -8.04 1.8157
2019-11-12 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 38,120 3,188 9.13 3,471 13.43 2.1636
2019-07-25 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 34,932 10 0.03 3,060 12.38 2.3887
2019-05-06 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 34,922 -154 -0.44 2,723 5.34 2.2093
2019-02-14 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 35,076 125 0.36 2,585 -0.65 2.3107
2018-11-14 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 34,951 -144 -0.41 2,602 13.57 2.1221
2018-08-14 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 35,095 -194 -0.55 2,291 -5.53 1.9783
2018-05-15 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 35,289 -2,235 -5.96 2,425 2.15 2.2426
2018-02-01 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 37,524 13,524 56.35 2,374 60.73 2.1473
2017-11-15 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 24,000 -13,877 -36.64 1,477 -31.87 3.7597
2017-07-11 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 37,877 30 0.08 2,168 1.31 2.1765
2017-05-09 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 37,847 37,847 2,140 2.2311
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.