Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership6,243,640 shares
Latest Disclosed Value $ 1,351,973,825
Geode Capital Management, Llc reports 3.82% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 6,243,640 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $1,351,973,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,014,196 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 3.82% 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 ARTHUR J GALLAGHER COM 363576109 6,243,640 229,444 3.82 1,351,974 -12.96 0.0449
2026-02-09 2025-12-31 13F ARTHUR J GALLAGHER COM 363576109 6,014,196 12,190 0.20 1,553,238 -16.23 0.0959
2025-11-12 2025-09-30 13F ARTHUR J GALLAGHER COM 363576109 6,002,006 90,546 1.53 1,854,194 -1.60 0.1183
2025-08-08 2025-06-30 13F ARTHUR J GALLAGHER COM 363576109 5,911,460 -713,863 -10.77 1,884,353 -17.40 0.1321
2025-05-13 2025-03-31 13F ARTHUR J GALLAGHER COM 363576109 6,625,323 347,330 5.53 2,281,177 28.21 0.1793
2025-02-12 2024-12-31 13F ARTHUR J GALLAGHER COM 363576109 6,277,993 787,265 14.34 1,779,248 15.46 0.1379
2024-11-12 2024-09-30 13F ARTHUR J GALLAGHER COM 363576109 5,490,728 79,429 1.47 1,541,044 10.02 0.1248
2024-08-09 2024-06-30 13F ARTHUR J GALLAGHER COM 363576109 5,411,299 169,321 3.23 1,400,737 7.06 0.1229
2024-05-13 2024-03-31 13F ARTHUR J GALLAGHER COM 363576109 5,241,978 247,808 4.96 1,308,307 16.74 0.1210
2024-02-13 2023-12-31 13F ARTHUR J GALLAGHER COM 363576109 4,994,170 112,412 2.30 1,120,689 0.88 0.1172
2023-11-13 2023-09-30 13F ARTHUR J GALLAGHER COM 363576109 4,881,758 116,265 2.44 1,110,949 6.40 0.1323
2023-08-11 2023-06-30 13F ARTHUR J GALLAGHER COM 363576109 4,765,493 155,683 3.38 1,044,141 18.59 0.1227
2023-05-15 2023-03-31 13F ARTHUR J GALLAGHER COM 363576109 4,609,810 74,974 1.65 880,442 103,117.12 0.1143
2023-02-13 2022-12-31 13F ARTHUR J GALLAGHER COM 363576109 4,534,836 66,186 1.48 854 -99.89 0.1198
2022-11-14 2022-09-30 13F ARTHUR J GALLAGHER COM 363576109 4,468,650 87,232 1.99 764,643 7.21 0.1160
2022-08-12 2022-06-30 13F ARTHUR J GALLAGHER COM 363576109 4,381,418 163,743 3.88 713,187 -2.94 0.1045
2022-05-13 2022-03-31 13F ARTHUR J GALLAGHER COM 363576109 4,217,675 213,077 5.32 734,777 8.36 0.0917
2022-02-11 2021-12-31 13F ARTHUR J GALLAGHER COM 363576109 4,004,598 97,773 2.50 678,118 16.99 0.0817
2021-11-12 2021-09-30 13F ARTHUR J GALLAGHER COM 363576109 3,906,825 177,645 4.76 579,646 11.21 0.0780
2021-08-13 2021-06-30 13F ARTHUR J GALLAGHER COM 363576109 3,729,180 290,401 8.44 521,212 21.74 0.0718
2021-05-12 2021-03-31 13F ARTHUR J GALLAGHER COM 363576109 3,438,779 100,553 3.01 428,124 3.87 0.0655
2021-02-12 2020-12-31 13F ARTHUR J GALLAGHER COM 363576109 3,338,226 95,056 2.93 412,177 20.54 0.0692
2020-11-13 2020-09-30 13F ARTHUR J GALLAGHER COM 363576109 3,243,170 52,412 1.64 341,952 10.04 0.0670
2020-08-13 2020-06-30 13F ARTHUR J GALLAGHER COM 363576109 3,190,758 28,540 0.90 310,756 20.67 0.0665
2020-05-14 2020-03-31 13F ARTHUR J GALLAGHER COM 363576109 3,162,218 94,183 3.07 257,525 -11.69 0.0671
2020-02-20 2019-12-31 13F/A-1 ARTHUR J GALLAGHER COM 363576109 3,068,035 123,934 4.21 291,600 10.74 0.0609
2020-02-13 2019-12-31 13F ARTHUR J GALLAGHER COM 363576109 3,068,035 123,934 291,600 37,161.8632
2019-11-12 2019-09-30 13F ARTHUR J GALLAGHER COM 363576109 2,944,101 229,226 8.44 263,312 10.92 0.0615
2019-08-14 2019-06-30 13F ARTHUR J GALLAGHER COM 363576109 2,714,875 90,842 3.46 237,394 16.04 0.0574
2019-05-14 2019-03-31 13F ARTHUR J GALLAGHER COM 363576109 2,624,033 74,724 2.93 204,587 9.07 0.0530
2019-03-06 2018-12-31 13F/A-1 ARTHUR J GALLAGHER COM 363576109 2,549,309 358,129 16.34 187,573 15.22 0.0580
2019-02-13 2018-12-31 13F ARTHUR J GALLAGHER COM 363576109 2,549,309 358,129 187,573
2018-11-13 2018-09-30 13F ARTHUR J GALLAGHER COM 363576109 2,191,180 55,544 2.60 162,802 17.01 0.0459
2018-08-14 2018-06-30 13F ARTHUR J GALLAGHER COM 363576109 2,135,636 -8,805 -0.41 139,131 -5.38 0.0428
2018-05-15 2018-03-31 13F ARTHUR J GALLAGHER COM 363576109 2,144,441 167,738 8.49 147,048 17.81 0.0479
2018-02-13 2017-12-31 13F ARTHUR J GALLAGHER COM 363576109 1,976,703 71,887 3.77 124,823 6.68 0.0424
2017-11-14 2017-09-30 13F ARTHUR J GALLAGHER COM 363576109 1,904,816 61,816 3.35 117,009 11.08 0.0432
2017-08-14 2017-06-30 13F ARTHUR J GALLAGHER COM 363576109 1,843,000 74,119 4.19 105,341 5.48 0.0414
2017-06-21 2017-03-31 13F/A-1 GALLAGHER ARTHUR J & CO COM COM 363576109 1,768,881 174,340 10.93 99,871 20.69 0.0410
2017-05-12 2017-03-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 1,768,881 99,871
2017-02-14 2016-12-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 1,594,541 90,303 6.00 82,749 8.31 0.0385
2016-11-10 2016-09-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 1,504,238 63,873 4.43 76,397 11.63 0.0385
2016-08-12 2016-06-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 1,440,365 371,488 34.75 68,440 44.04 0.0372
2016-05-13 2016-03-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 1,068,877 72,460 7.27 47,514 16.56 0.0252
2016-02-12 2015-12-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 996,417 43,837 4.60 40,763 3.73 0.0232
2015-11-13 2015-09-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 952,580 41,509 4.56 39,296 -8.75 0.0238
2015-08-14 2015-06-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 911,071 62,680 7.39 43,066 8.58 0.0246
2015-05-14 2015-03-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 848,391 76,237 9.87 39,662 9.10 0.0227
2015-02-12 2014-12-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 772,154 7,188 0.94 36,353 4.77 0.0216
2014-11-14 2014-09-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 764,966 -6,134 -0.80 34,698 -3.44 0.0225
2014-08-13 2014-06-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 771,100 122,621 18.91 35,933 16.46 0.0232
2014-05-14 2014-03-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 648,479 50,370 8.42 30,854 9.92 0.0207
2014-02-14 2013-12-31 13F GALLAGHER ARTHUR J & CO COM COM 363576109 598,109 49,201 8.96 28,069 17.15 0.0195
2013-11-14 2013-09-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 548,908 46,072 9.16 23,960 9.06 0.0192
2013-08-14 2013-06-30 13F GALLAGHER ARTHUR J & CO COM COM 363576109 502,836 502,836 21,969 0.0193
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.