Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership3,119 shares
Latest Disclosed Value $ 675,512
Sunbelt Securities, Inc. reports 3.20% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 3,119 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $675,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 3,222 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -3.20% 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)
2026-05-16 2026-03-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,119 -103 -3.20 676 -18.97 0.0426
2026-02-20 2025-12-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,222 -77 -2.33 834 -18.41 0.0556
2025-11-19 2025-09-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,299 -86 -2.54 1,022 6.35 0.0706
2025-08-14 2025-06-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,385 154 4.77 961 -13.90 0.0848
2025-04-24 2025-03-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,231 -154 -4.55 1,115 15.90 0.0996
2025-02-18 2024-12-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 3,385 -1,165 -25.60 963 -24.84 0.0848
2024-11-18 2024-09-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,550 99 2.22 1,280 10.92 0.1255
2024-08-16 2024-06-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,451 -249 -5.30 1,154 -1.79 0.1181
2024-04-15 2024-03-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,700 136 2.98 1,175 14.52 0.1311
2024-02-15 2023-12-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,564 162 3.68 1,026 2.29 0.1293
2023-12-11 2023-09-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,402 43 0.99 1,003 4.81 0.1389
2023-08-16 2023-06-30 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,359 80 1.87 957 18.00 0.1376
2023-05-17 2023-03-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 4,279 10 0.23 812 0.87 0.1305
2023-02-08 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,269 -114 -2.60 805 7.20 0.1573
2022-11-21 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,383 142 3.35 750 8.54 0.1586
2022-10-03 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,241 85 2.05 691 -4.29 0.1461
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,156 1 0.02 722 10.57 0.1322
2022-02-14 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,155 -170 -3.93 653 7.93 0.1061
2021-11-15 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,325 0 0.00 605 0.00 0.1088
2021-07-29 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,325 -16 -0.37 605 11.62 0.1089
2021-05-27 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,341 -344 -7.34 542 -6.55 0.1068
2021-02-09 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,685 -170 -3.50 580 13.06 0.1199
2020-11-17 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,855 -180 -3.57 513 4.48 0.1426
2020-08-14 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,035 -61 -1.20 491 18.31 0.1687
2020-05-15 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,096 -228 -4.28 415 -18.15 0.0178
2020-02-26 2019-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 5,324 6 0.11 507 6.51 0.0534
2020-02-14 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,324 6 127 49.9957
2019-11-15 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,318 96 1.84 476 4.16 0.0534
2019-08-01 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,222 104 2.03 457 14.25 0.1988
2019-05-15 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,118 289 5.98 400 12.36 0.2000
2019-02-14 2018-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,829 -1,187 -19.73 356 -20.54 0.2074
2019-02-11 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 6,016 0 448 0.2398
2018-11-14 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 6,016 -57 -0.94 448 13.13 0.2398
2018-08-08 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 6,073 1,311 27.53 396 21.10 0.2370
2018-05-09 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,762 129 2.78 327 11.60 0.2991
2018-02-06 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,633 29 0.63 293 3.53 0.2850
2017-11-03 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,604 -42 -0.90 283 6.39 0.2975
2017-08-15 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,646 -58 -1.23 266 0.00 0.4998
2017-05-05 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,704 96 2.08 266 11.30 0.3999
2017-02-13 2016-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,608 14 0.30 239 2.14 0.3630
2017-02-13 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,608 239
2016-11-14 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,594 68 1.50 234 8.84 0.2823
2017-02-15 2016-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,526 -56 -1.22 215 5.39 0.2810
2016-08-11 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,526 215
2017-02-15 2016-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,582 5 0.11 204 9.09 0.2969
2016-05-11 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,582 204
2016-02-11 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,577 4 0.09 187 -0.53 0.2099
2015-11-12 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,573 0 0.00 189 -12.96 0.1997
2017-02-15 2015-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,573 -136 -2.89 216 -1.82 0.2973
2015-08-13 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,573 216
2017-02-15 2015-03-31 13F/A-2 GALLAGHER ARTHUR J COM 363576109 4,709 -60 -1.26 220 -2.22 0.3268
2015-05-19 2015-03-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 4,709 0 220 0.2535
2015-05-14 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,709 220
2015-02-13 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,769 4,769 225 0.2954
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.