Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionJackson Wealth Management, LLC
Latest Disclosed Ownership26,459 shares
Latest Disclosed Value $ 5,731,000
Jackson Wealth Management, LLC reports 0.34% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 11, 2026 - Jackson Wealth Management, LLC filed a 13F-HR form disclosing ownership of 26,459 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $5,731,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 26,549 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -0.34% 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)
2026-05-11 2026-03-31 13F GALLAGHER ARTHUR J &CO COM AJG 363576109 26,459 -90 -0.34 5,731 -16.59 0.5787
2026-01-20 2025-12-31 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 26,549 243 0.92 6,871 -15.67 0.6690
2025-10-03 2025-09-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 26,306 378 1.46 8,148 -1.83 0.8147
2025-07-21 2025-06-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 25,928 -254 -0.97 8,300 -8.18 0.9032
2025-04-29 2025-03-31 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 26,182 -671 -2.50 9,039 18.59 1.0980
2025-01-27 2024-12-31 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 26,853 30 0.11 7,622 0.99 0.8643
2024-10-22 2024-09-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 26,823 11,176 71.43 7,547 86.02 0.9009
2024-07-01 2024-06-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 15,647 -11,449 -42.25 4,057 -40.12 0.8698
2024-06-11 2024-03-31 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 27,096 474 1.78 6,775 13.16 0.8466
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J CO COM AJG 363576109 26,622 -563 -2.07 5,987 -3.37 0.7882
2023-11-14 2023-09-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 27,185 147 0.54 6,196 4.36 0.8860
2023-08-02 2023-06-30 13F GALLAGHER ARTHUR J & CO COM AJG 363576109 27,038 27,038 5,937 0.8717
2023-05-12 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 0 -28,216 -100.00 0 -100.00
2023-02-10 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 28,216 -1,569 -5.27 5,320 4.29 1.9549
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 29,785 15,314 105.83 5,100 116.19 1.0043
2022-08-01 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 14,471 -18,556 -56.18 2,359 -59.09 1.0929
2022-05-05 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 33,027 -360 -1.08 5,767 1.80 0.8006
2022-02-09 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 33,387 133 0.40 5,665 15,210.81 0.7169
2021-12-10 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 33,254 269 0.82 37 -99.20 0.4483
2021-08-03 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 32,985 20 0.06 4,621 12.35 0.5846
2021-04-12 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 32,965 105 0.32 4,113 1.18 0.6166
2021-02-02 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 32,860 -205 -0.62 4,065 16.44 0.5543
2020-10-13 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 33,065 1,371 4.33 3,491 12.98 0.5231
2020-07-27 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 31,694 1,161 3.80 3,090 16.60 0.5491
2020-05-13 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 30,533 -9,549 -23.82 2,650 -31.70 0.5540
2020-02-04 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 40,082 164 0.41 3,880 11.17 0.6439
2019-11-07 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 39,918 5,203 14.99 3,490 10.97 0.7309
2019-07-12 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 34,715 173 0.50 3,145 16.57 0.6841
2019-05-09 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 34,542 436 1.28 2,698 12.14 0.6595
2019-01-24 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 34,106 -503 -1.45 2,406 -6.60 0.7205
2018-11-14 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 34,609 587 1.73 2,576 6.40 0.5419
2018-08-08 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 34,022 -364 -1.06 2,421 2.93 0.5638
2018-05-03 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 34,386 -4,325 -11.17 2,352 -4.51 0.6569
2018-02-05 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 38,711 -61 -0.16 2,463 2.67 0.6248
2017-11-09 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 38,772 1,516 4.07 2,399 8.80 0.6494
2017-08-10 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 37,256 2,348 6.73 2,205 12.16 0.6983
2017-05-08 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 34,908 1,070 3.16 1,966 10.51 0.7101
2017-02-08 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 33,838 33,838 1,779 0.6945
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.