Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership3,242,088 shares
Latest Disclosed Value $ 702,181,687
Principal Financial Group Inc reports 14.44% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 3,242,088 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $702,181,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,832,943 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 14.44% 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)
2026-05-04 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,242,088 409,145 14.44 702,182 -4.22 0.3750
2026-02-02 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 2,832,943 -33,843 -1.18 733,151 -17.44 0.3743
2025-11-04 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 2,866,786 593,483 26.11 887,976 22.02 0.4479
2025-08-08 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 2,273,303 202,642 9.79 727,746 1.80 0.3847
2025-04-28 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,070,661 67,424 3.37 714,876 25.72 0.4011
2025-01-31 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 2,003,237 1,117,441 126.15 568,619 128.14 0.3100
2024-10-31 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 885,796 618,362 231.22 249,237 259.40 0.1373
2024-07-29 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 267,434 -3,466 -1.28 69,348 2.38 0.0412
2024-04-29 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 270,900 5,240 1.97 67,736 13.38 0.0398
2024-02-07 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 265,660 -7,061 -2.59 59,742 -3.89 0.0381
2023-11-02 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 272,721 -711 -0.26 62,161 3.54 0.0447
2023-08-07 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 273,432 -6,569 -2.35 60,037 12.08 0.0410
2023-05-09 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 280,001 6,290 2.30 53,567 3.80 0.0383
2023-02-09 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 273,711 -10,853 -3.81 51,605 5.92 0.0389
2022-11-09 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 284,564 3,700 1.32 48,723 6.40 0.0387
2022-08-10 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 280,864 13,838 5.18 45,792 -1.78 0.0339
2022-05-09 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 267,026 -7,684 -2.80 46,623 0.03 0.0185
2022-05-09 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 247,113 43,146
2022-02-09 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 274,710 -18,470 -6.30 46,610 6.95 0.0278
2021-11-09 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 293,180 -1,611 -0.55 43,581 5.54 0.0284
2021-08-10 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 294,791 25,728 9.56 41,295 23.01 0.0267
2021-05-10 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 269,063 2,780 1.04 33,571 1.91 0.0237
2021-02-23 2020-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 266,283 -18,541 -6.51 32,942 9.54 0.0244
2021-02-08 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 266,283 -18,541 32,942 12,959.8905
2020-11-06 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 284,824 -15,993 -5.32 30,072 2.54 0.0253
2020-08-05 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 300,817 16,122 5.66 29,327 26.38 0.0260
2020-05-12 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 284,695 2,698 0.96 23,206 -13.58 0.0257
2020-02-05 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 281,997 -7,872 -2.72 26,854 3.43 0.0224
2019-11-13 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 289,869 1,396 0.48 25,963 2.75 0.0229
2019-08-12 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 288,473 3,149 1.10 25,267 13.39 0.0227
2019-05-10 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 285,324 -344,177 -54.67 22,284 -51.97 0.0208
2019-02-14 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 629,501 -404,711 -39.13 46,395 -39.74 0.0494
2018-11-14 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,034,212 -236,882 -18.64 76,986 -7.22 0.0678
2018-08-13 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,271,094 63,224 5.23 82,978 -0.05 0.0763
2018-05-14 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,207,870 10,705 0.89 83,016 9.58 0.0798
2018-02-12 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,197,165 -49,591 -3.98 75,758 -1.28 0.0698
2017-11-02 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,246,756 4,272 0.34 76,739 7.88 0.0744
2017-08-08 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,242,484 614,788 97.94 71,132 100.43 0.0713
2017-05-11 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 627,696 36,738 6.22 35,489 15.58 0.0427
2017-02-13 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 590,958 -381 -0.06 30,706 2.08 0.0389
2016-11-10 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 591,339 48,983 9.03 30,081 16.52 0.0397
2016-08-09 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 542,356 -300,246 -35.63 25,816 -31.12 0.0360
2016-05-10 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 842,602 39,654 4.94 37,479 14.01 0.0544
2016-02-09 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 802,948 27,231 3.51 32,872 2.66 0.0488
2015-11-12 2015-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 775,717 32,748 4.41 32,021 -8.88 0.0503
2015-11-09 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 775,717 32,021
2015-08-10 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 742,969 258,562 53.38 35,143 55.18 0.0524
2015-05-14 2015-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 484,407 -107,576 -18.17 22,646 -18.75 0.0337
2015-05-12 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 484,407 22,646
2015-02-12 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 591,983 5,125 0.87 27,871 4.70 0.0433
2014-11-13 2014-09-30 13F GALLAGHER ARTHUR J COM 363576109 586,858 40,843 7.48 26,620 4.62 0.0452
2014-08-12 2014-06-30 13F GALLAGHER ARTHUR J COM 363576109 546,015 215,379 65.14 25,444 61.73 0.0428
2014-05-13 2014-03-31 13F GALLAGHER ARTHUR J COM 363576109 330,636 -9,693 -2.85 15,732 -1.50 0.0281
2014-02-12 2013-12-31 13F GALLAGHER ARTHUR J & COM 363576109 340,329 12,431 3.79 15,972 11.59 0.0298
2013-11-05 2013-09-30 13F GALLAGHER ARTHUR J & COM 363576109 327,898 -10,573 -3.12 14,313 -3.21 0.0296
2013-08-12 2013-06-30 13F GALLAGHER ARTHUR J & COM 363576109 338,471 338,471 14,788 0.0328
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.