Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionPrestige Wealth Management Group LLC
Latest Disclosed Ownership134 shares
Latest Disclosed Value $ 29,022
Prestige Wealth Management Group LLC reports 0.74% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 13, 2026 - Prestige Wealth Management Group LLC filed a 13F-HR form disclosing ownership of 134 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $29,022 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 135 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -0.74% 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)
2026-05-13 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 134 -1 -0.74 29 -14.71 0.0056
2026-02-11 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 135 0 0.00 35 -17.07 0.0067
2026-02-20 2025-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 0 0.00 42 -4.65 0.0081
2025-11-10 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 135 0 42 0.0081
2026-02-20 2025-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 0 0.00 43 -6.52 0.0088
2025-08-14 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 135 0 43 0.0088
2026-02-20 2025-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 0 0.00 47 21.05 0.0100
2025-05-12 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 135 0 47 0.0100
2026-02-20 2024-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 0 0.00 38 2.70 0.0080
2025-02-12 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 135 0 38 0.0080
2026-02-20 2024-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 0 0.00 38 5.71 0.0079
2024-11-15 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 135 0 38 0.0079
2026-02-20 2024-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 135 -41 -23.30 35 -20.45 0.0076
2024-08-06 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 135 -41 35 0.0076
2024-04-26 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 176 0 0.00 44 12.82 0.0095
2024-04-26 2023-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 176 0 0.00 40 -2.50 0.0090
2024-02-08 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 176 0 40 0.0074
2024-04-26 2023-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 176 1 0.57 40 5.26 0.0099
2023-11-14 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 176 1 40 0.0099
2024-04-26 2023-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 175 -1 -0.57 38 15.15 0.0091
2023-08-11 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 175 -1 38 0.0091
2024-04-26 2023-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 176 16 10.00 34 10.00 0.0085
2023-05-16 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 176 16 34 0.0083
2023-02-08 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 160 -26 -13.98 30 -6.25 0.0079
2022-11-01 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 186 -11 -5.58 32 0.00 0.0090
2022-08-10 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 197 20 11.30 32 3.23 0.0087
2022-05-05 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 177 5 2.91 31 6.90 0.0076
2022-02-15 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 172 -2 -1.15 29 11.54 0.0069
2021-11-12 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 174 0 0.00 26 8.33 0.0067
2021-08-12 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 174 -1 -0.57 24 9.09 0.0064
2021-05-13 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 175 -6 -3.31 22 0.00 0.0060
2021-02-17 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 181 -188 -50.95 22 -43.59 0.0060
2020-10-26 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 369 0 0.00 39 8.33 0.0118
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 369 223 152.74 36 200.00 0.0127
2020-05-15 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 146 146 12 0.0051
2019-08-15 2019-06-30 13F Arthur J Gallagher&C COM 363576109 0 0 0 0.0000
2019-08-16 2019-03-31 13F Arthur J Gallagher&C COM 363576109 0 -17 -100.00 0 -100.00
2019-04-16 2018-12-31 13F Arthur J Gallagher&C COM 363576109 17 17 1 0.0007
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.