Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionStratos Wealth Partners, LTD.
Latest Disclosed Ownership25,233 shares
Latest Disclosed Value $ 5,465,086
Stratos Wealth Partners, LTD. reports 2.84% increase in ownership of AJG / Arthur J. Gallagher & Co.

On April 28, 2026 - Stratos Wealth Partners, LTD. filed a 13F-HR form disclosing ownership of 25,233 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $5,465,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 24,535 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 2.84% 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)
2026-04-28 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 25,233 698 2.84 5,465 -13.92 0.0621
2026-01-20 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 24,535 650 2.72 6,350 -14.18 0.0718
2025-11-06 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 23,885 660 2.84 7,398 -0.48 0.0872
2025-07-29 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 23,225 -400 -1.69 7,435 -8.85 0.1005
2025-04-30 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 23,625 792 3.47 8,157 25.84 0.1241
2025-01-27 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 22,833 1,980 9.50 6,481 10.47 0.0915
2024-10-17 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 20,853 936 4.70 5,868 13.61 0.0847
2024-07-24 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 19,917 198 1.00 5,165 4.75 0.0827
2024-04-16 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 19,719 89 0.45 4,931 11.69 0.0817
2024-01-24 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 19,630 39 0.20 4,415 -1.14 0.0823
2023-10-24 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 19,591 716 3.79 4,465 7.75 0.0961
2023-07-18 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 18,875 -1,049 -5.27 4,145 8.74 0.0939
2023-04-27 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 19,924 379 1.94 3,812 3.42 0.1016
2023-01-19 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 19,545 -204 -1.03 3,685 8.96 0.0932
2022-10-24 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 19,749 -1,902 -8.78 3,382 -4.19 0.0944
2022-07-22 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 21,651 -280 -1.28 3,530 -7.81 0.0890
2022-04-26 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 21,931 -23,944 -52.19 3,829 -50.81 0.0856
2022-01-14 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 45,875 857 1.90 7,784 16.32 0.1723
2021-10-19 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 45,018 517 1.16 6,692 7.35 0.1704
2021-07-19 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 44,501 -617 -1.37 6,234 10.75 0.1552
2021-04-27 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 45,118 -3,900 -7.96 5,629 -7.17 0.1558
2021-01-29 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 49,018 -503 -1.02 6,064 15.97 0.1801
2020-10-29 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 49,521 1,799 3.77 5,229 12.40 0.1716
2020-07-28 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 47,722 9,586 25.14 4,652 49.68 0.1657
2020-05-04 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 38,136 -14,269 -27.23 3,108 -37.73 0.1425
2020-01-29 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 52,405 413 0.79 4,991 7.17 0.1960
2019-11-12 2019-09-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 51,992 348 0.67 4,657 2.96 0.2014
2019-11-12 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 783 -50,861 5 169.3740
2019-08-06 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 51,644 1,297 2.58 4,523 15.03 0.1959
2019-05-07 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 50,347 1,412 2.89 3,932 9.01 0.1768
2019-02-08 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 48,935 8,872 22.15 3,607 20.96 0.1860
2018-11-02 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 40,063 1,210 3.11 2,982 17.59 0.1333
2018-08-13 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 38,853 -15,058 -27.93 2,536 -31.55 0.1131
2018-05-10 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 53,911 15,122 38.99 3,705 50.92 0.1560
2018-02-09 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 38,789 34 0.09 2,455 2.94 0.1101
2017-11-07 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 38,755 -23 -0.06 2,385 7.43 0.1126
2017-07-31 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 38,778 1,623 4.37 2,220 5.66 0.1146
2017-05-11 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 37,155 2,372 6.82 2,101 16.27 0.1187
2017-02-02 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 34,783 680 1.99 1,807 4.15 0.1124
2016-11-01 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 34,103 4,054 13.49 1,735 21.33 0.1170
2016-08-12 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 30,049 7,116 31.03 1,430 40.20 0.1060
2016-05-09 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 22,933 22,933 0.00 1,020 0.0875
2015-05-13 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 0 -543 -100.00 0 -100.00
2015-02-09 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 543 543 26 0.0041
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.