Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionLPL Financial LLC
Latest Disclosed Ownership166,145 shares
Latest Disclosed Value $ 35,983,628
LPL Financial LLC reports 18.68% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 166,145 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $35,983,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 204,312 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -18.68% 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)
2026-05-06 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 166,145 -38,167 -18.68 35,984 -31.94 0.0096
2026-02-11 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 204,312 -13,597 -6.24 52,874 -21.66 0.0144
2025-11-12 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 217,909 -20,935 -8.77 67,495 -11.72 0.0197
2025-08-12 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 238,844 13,462 5.97 76,459 -1.74 0.0255
2025-05-07 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 225,382 42,912 23.52 77,811 50.23 0.0303
2025-02-11 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 182,470 53,697 41.70 51,794 42.95 0.0211
2024-11-08 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 128,773 17,940 16.19 36,233 26.07 0.0162
2024-08-07 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 110,833 3,250 3.02 28,740 6.84 0.0143
2024-05-10 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 107,583 21,784 25.39 26,900 39.42 0.0144
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 85,799 8,688 11.27 19,295 9.78 0.0117
2023-11-13 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 77,111 1,267 1.67 17,576 5.54 0.0123
2023-07-31 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 75,844 7,653 11.22 16,653 27.66 0.0119
2023-05-10 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 68,191 -3,926 -5.44 13,046 -4.06 0.0102
2023-02-07 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 72,117 6,118 9.27 13,597 20.33 0.0116
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 65,999 3,683 5.91 11,300 11.22 0.0109
2022-08-12 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 62,316 8,269 15.30 10,160 7.66 0.0097
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 54,047 -2,591 -4.57 9,437 -1.80 0.0081
2022-02-14 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 56,638 1,107 1.99 9,610 16.41 0.0081
2021-11-15 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 55,531 3,168 6.05 8,255 12.54 0.0078
2021-08-13 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 52,363 -406 -0.77 7,335 11.41 0.0074
2021-05-14 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 52,769 1,133 2.19 6,584 3.07 0.0076
2021-02-12 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 51,636 6,869 15.34 6,388 35.14 0.0083
2020-11-09 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 44,767 265 0.60 4,727 8.94 0.0074
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 44,502 5,874 15.21 4,339 37.79 0.0076
2020-05-14 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 38,628 -3,765 -8.88 3,149 -22.00 0.0068
2020-02-14 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 42,393 6,566 18.33 4,037 25.80 0.0073
2019-11-13 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 35,827 488 1.38 3,209 3.68 0.0065
2019-08-09 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 35,339 -142 -0.40 3,095 11.69 0.0066
2019-05-08 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 35,481 -1,974 -5.27 2,771 0.40 0.0063
2019-02-07 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 37,455 -5,144 -12.08 2,760 -12.96 0.0073
2018-11-14 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 42,599 1,542 3.76 3,171 18.32 0.0076
2018-08-14 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 41,057 -10,907 -20.99 2,680 -24.95 0.0070
2018-05-15 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 51,964 16,639 47.10 3,571 59.78 0.0098
2018-02-14 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 35,325 834 2.42 2,235 5.28 0.0068
2017-11-14 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 34,491 1,637 4.98 2,123 12.87 0.0075
2017-08-14 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 32,854 -2,146 -6.13 1,881 -4.08 0.0071
2017-05-15 2017-03-31 13F ARTHUR J COM 363576109 35,000 7,256 26.15 1,961 35.33 0.0134
2017-02-13 2016-12-31 13F ARTHUR J COM 363576109 27,744 1,658 6.36 1,449 10.44 0.0110
2016-11-16 2016-09-30 13F ARTHUR J COM 363576109 26,086 5,044 23.97 1,312 30.29 0.0125
2016-08-15 2016-06-30 13F ARTHUR J COM 363576109 21,042 -21,132 -50.11 1,007 -45.39 0.0085
2016-05-16 2016-03-31 13F ARTHUR J COM 363576109 42,174 1,764 4.37 1,844 13.20 0.0051
2016-02-12 2015-12-31 13F ARTHUR J COM 363576109 40,410 22,886 130.60 1,629 120.73 0.0045
2015-11-13 2015-09-30 13F ARTHUR J COM 363576109 17,524 3,618 26.02 738 11.82 0.0041
2015-08-14 2015-06-30 13F ARTHUR J COM 363576109 13,906 13,906 660 0.0033
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.