Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership6,799 shares
Latest Disclosed Value $ 1,472,527
Pinnacle Wealth Planning Services, Inc. reports 9.24% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 6,799 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $1,472,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,224 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 9.24% 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 COM 363576109 6,799 575 9.24 1,473 -8.57 0.1521
2026-02-13 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 6,224 -820 -11.64 1,611 -26.18 0.1682
2025-11-13 2025-09-30 13F ARTHUR J GALLAGHER&C COM 363576109 7,044 -366 -4.94 2,182 -8.05 0.2557
2025-08-11 2025-06-30 13F ARTHUR J GALLAGHER&C COM 363576109 7,410 284 3.99 2,372 -3.58 0.3120
2025-05-15 2025-03-31 13F ARTHUR J GALLAGHER&C COM 363576109 7,126 -842 -10.57 2,460 8.80 0.3698
2025-02-27 2024-12-31 13F/A-1 ARTHUR J GALLAGHER&C COM 363576109 7,968 -460 -5.46 2,262 -4.64 0.3398
2025-02-06 2024-12-31 13F ARTHUR J GALLAGHER&C COM 363576109 7,968 -460 2,262 0.3158
2024-11-13 2024-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 8,428 -158 -1.84 2,371 6.51 0.3221
2024-08-09 2024-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 8,586 139 1.65 2,226 5.40 0.3181
2024-05-10 2024-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 8,447 -2,021 -19.31 2,112 -10.28 0.3094
2024-02-08 2023-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 10,468 -88 -0.83 2,354 -2.16 0.3698
2023-11-08 2023-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 10,556 -123 -1.15 2,406 2.65 0.3966
2023-08-07 2023-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 10,679 -439 -3.95 2,345 10.25 0.3787
2023-05-03 2023-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,118 -337 -2.94 2,127 -1.53 0.3535
2023-02-13 2022-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,455 336 3.02 2,160 13.39 0.3837
2022-11-09 2022-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,119 -450 -3.89 1,904 0.95 0.3520
2022-08-03 2022-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,569 515 4.66 1,886 -2.28 0.3388
2022-04-20 2022-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,054 -12 -0.11 1,930 2.77 0.3516
2022-01-21 2021-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,066 -22 -0.20 1,878 13.96 0.3669
2021-10-29 2021-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,088 -52 -0.47 1,648 5.57 0.3643
2021-08-02 2021-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,140 -7 -0.06 1,561 12.22 0.3631
2021-04-29 2021-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 11,147 8,792 373.33 1,391 376.37 0.3567
2021-02-12 2020-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 2,355 44 1.90 292 19.67 0.0698
2020-11-03 2020-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 2,311 -6 -0.26 244 8.44 0.0806
2020-07-27 2020-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 2,317 2,317 225 0.0731
2020-05-11 2020-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 0 -20,767 -100.00 0 -100.00
2020-02-07 2019-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 20,767 20,767 1,977 0.9299
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.