Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership445,401 shares
Latest Disclosed Value $ 115,265,335
Global Retirement Partners, LLC reports 11.46% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 445,401 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $115,265,335 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 503,025 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -11.46% 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)
2026-02-06 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 445,401 -57,624 -11.46 115,265 -26.02 2.0451
2025-10-21 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 503,025 332 0.07 155,807 -3.18 3.4879
2025-08-12 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 502,693 -6,788 -1.33 160,922 11.28 3.9880
2025-01-31 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 509,481 -39 -0.01 144,616 0.87 4.1431
2024-10-16 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 509,520 600 0.12 143,364 8.64 4.3313
2024-07-23 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 508,920 3,047 0.60 131,968 4.33 4.1323
2024-04-23 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 505,873 -9,374 -1.82 126,489 5.15 4.7168
2024-01-18 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 515,247 3,401 0.66 120,295 2.51 5.0343
2023-10-13 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 511,846 118 0.02 117,346 4.44 5.9119
2023-07-20 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 511,728 -438 -0.09 112,360 4.90 5.4877
2023-05-08 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 512,166 430 0.08 107,109 11.01 5.6895
2023-02-13 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 511,736 -4,100 -0.79 96,483 -0.02 6.6278
2022-11-03 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 515,836 496 0.10 96,503 14.86 7.3043
2022-07-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 515,340 -1,626 -0.31 84,021 3.02 6.7482
2022-07-14 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 516,966 516,966 81,557 6.4105
2022-01-21 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 0 -521,602 -100.00 0 -100.00
2021-10-22 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 521,602 816 0.16 77,536 6.28 7.6677
2021-07-15 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 520,786 850 0.16 72,952 12.46 7.4737
2021-04-14 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 519,936 613 0.12 64,872 0.98 7.5938
2021-01-13 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 519,323 -28,526 -5.21 64,245 11.07 8.0489
2020-10-09 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 547,849 -4,244 -0.77 57,842 7.47 8.4671
2020-07-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 552,093 217 0.04 53,824 19.65 8.5870
2020-04-28 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 551,876 -1,867 -0.34 44,983 -14.70 8.5089
2020-01-23 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 553,743 -5,068 -0.91 52,733 5.35 8.0771
2019-11-19 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 558,811 16,735 3.09 50,053 5.42 8.2281
2019-11-19 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 542,076 -4,276 -0.78 47,480 11.27 9.0918
2019-05-07 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 546,352 0 0.00 42,670 5.97 10.3200
2019-02-22 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 546,352 -82,517 -13.12 40,266 -13.99 10.2903
2018-10-17 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 628,869 0 0.00 46,813 14.03 10.5821
2018-08-13 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 628,869 0 0.00 41,053 -5.02 10.3803
2018-08-10 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 628,869 -87,530 -12.22 43,222 -4.66 11.9125
2018-08-13 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 716,399 712,900 20,374.39 45,334 20,985.58 12.4581
2018-08-10 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,499 -28 -0.79 215 6.44 0.0889
2018-08-10 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,527 0 0.00 202 1.51 0.0950
2018-08-10 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,527 0 0.00 199 8.74 0.1112
2018-08-10 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,527 3,527 183 0.1229
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.