Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership9,469 shares
Latest Disclosed Value $ 2,050,796
Umb Bank N A/mo reports 2.68% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 9,469 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $2,050,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,222 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 2.68% 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 9,469 247 2.68 2,051 -14.08 0.0258
2026-02-13 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 9,222 1 0.01 2,387 -16.46 0.0317
2025-11-04 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 9,221 -73 -0.79 2,856 -4.00 0.0420
2025-07-11 2025-06-30 13F/A-01 GALLAGHER ARTHUR J COM 363576109 9,294 45 0.49 2,975 -6.83 0.0464
2025-07-10 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 9,249 0 3,193 0.0463
2025-04-14 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 9,249 119 1.30 3,193 23.23 0.0526
2025-01-16 2024-12-31 13F Arthur J Gallagher COM 363576109 9,130 152 1.69 2,592 2.57 0.0410
2024-10-09 2024-09-30 13F Arthur J Gallagher COM 363576109 8,978 -82 -0.91 2,526 7.54 0.0393
2024-07-29 2024-06-30 13F Arthur J Gallagher COM 363576109 9,060 -27 -0.30 2,349 3.39 0.0385
2024-04-26 2024-03-31 13F Arthur J Gallagher COM 363576109 9,087 -222 -2.38 2,272 8.55 0.0360
2024-01-23 2023-12-31 13F Arthur J Gallagher COM 363576109 9,309 -1,076 -10.36 2,093 -11.58 0.0306
2023-10-18 2023-09-30 13F Arthur J Gallagher COM 363576109 10,385 -3,549 -25.47 2,367 -22.62 0.0380
2023-07-25 2023-06-30 13F Arthur J Gallagher COM 363576109 13,934 -1,490 -9.66 3,059 3.69 0.0464
2023-04-11 2023-03-31 13F Arthur J Gallagher COM 363576109 15,424 -1,511 -8.92 2,951 98,233.33 0.0472
2023-01-10 2022-12-31 13F Arthur J Gallagher COM 363576109 16,935 -1,205 -6.64 3 -99.90 0.0505
2022-10-13 2022-09-30 13F Arthur J Gallagher COM 363576109 18,140 -18,411 -50.37 3,106 -47.89 0.0524
2022-07-20 2022-06-30 13F Arthur J Gallagher COM 363576109 36,551 -2,000 -5.19 5,960 -11.45 0.0928
2022-04-22 2022-03-31 13F Arthur J Gallagher COM 363576109 38,551 -150 -0.39 6,731 2.50 0.0891
2022-02-09 2021-12-31 13F Arthur J Gallagher COM 363576109 38,701 27,044 232.00 6,567 278.94 0.0829
2021-10-18 2021-09-30 13F Gallagher Arthur J COMMON 363576109 11,657 -207 -1.74 1,733 4.27 0.0390
2021-07-26 2021-06-30 13F Gallagher Arthur J COMMON 363576109 11,864 208 1.78 1,662 14.31 0.0380
2021-04-15 2021-03-31 13F Gallagher Arthur J COMMON 363576109 11,656 -625 -5.09 1,454 -4.28 0.0355
2021-02-04 2020-12-31 13F Gallagher Arthur J COMMON 363576109 12,281 -576 -4.48 1,519 21.23 0.0409
2020-10-16 2020-09-30 13F Gallagher Arthur J COMMON 363576109 12,857 0 0.00 1,253 0.00 0.0388
2020-07-16 2020-06-30 13F Gallagher Arthur J COMMON 363576109 12,857 34 0.27 1,253 19.79 0.0388
2020-05-26 2020-03-31 13F Gallagher Arthur J COMMON 363576109 12,823 64 0.50 1,046 -13.91 0.0375
2020-01-31 2019-12-31 13F Gallagher Arthur J COMMON 363576109 12,759 8 0.06 1,215 6.39 0.0335
2019-10-30 2019-09-30 13F Gallagher Arthur J COMMON 363576109 12,751 -1,000 -7.27 1,142 -5.15 0.0274
2019-07-30 2019-06-30 13F Gallagher Arthur J COMMON 363576109 13,751 -76 -0.55 1,204 11.48 0.0295
2019-04-30 2019-03-31 13F Gallagher Arthur J COMMON 363576109 13,827 97 0.71 1,080 6.72 0.0329
2019-01-24 2018-12-31 13F Gallagher Arthur J COMMON 363576109 13,730 0 0.00 1,012 -0.98 0.0309
2018-10-22 2018-09-30 13F Gallagher Arthur J COMMON 363576109 13,730 0 0.00 1,022 14.06 0.0304
2018-07-31 2018-06-30 13F Gallagher Arthur J COMMON 363576109 13,730 0 0.00 896 -5.08 0.0284
2018-04-25 2018-03-31 13F Gallagher Arthur J COMMON 363576109 13,730 0 0.00 944 8.63 0.0305
2018-01-22 2017-12-31 13F Gallagher Arthur J COMMON 363576109 13,730 -2,000 -12.71 869 -10.23 0.0283
2017-10-11 2017-09-30 13F Gallagher Arthur J COMMON 363576109 15,730 0 0.00 968 7.56 0.0333
2017-08-02 2017-06-30 13F Gallagher Arthur J COMMON 363576109 15,730 0 0.00 900 1.24 0.0315
2017-04-24 2017-03-31 13F Gallagher Arthur J COMMON 363576109 15,730 0 0.00 889 8.81 0.0311
2017-01-18 2016-12-31 13F Gallagher Arthur J COMMON 363576109 15,730 -1,000 -5.98 817 -4.00 0.0301
2016-10-28 2016-09-30 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 851 6.91 0.0343
2016-07-26 2016-06-30 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 796 6.99 0.0335
2016-04-20 2016-03-31 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 744 8.61 0.0317
2016-01-19 2015-12-31 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 685 -0.87 0.0298
2015-10-28 2015-09-30 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 691 -12.64 0.0406
2015-07-20 2015-06-30 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 791 1.02 0.0362
2015-04-17 2015-03-31 13F Gallagher Arthur J COMMON 363576109 16,730 0 0.00 783 -0.63 0.0353
2015-01-23 2014-12-31 13F Gallagher Arthur J COMMON 363576109 16,730 -1,000 -5.64 788 -2.11 0.0352
2014-10-21 2014-09-30 13F Gallagher Arthur J COMMON 363576109 17,730 0 0.00 805 -2.54 0.0393
2014-07-18 2014-06-30 13F Gallagher Arthur J COMMON 363576109 17,730 -125 -0.70 826 -2.71 0.0392
2014-04-30 2014-03-31 13F Gallagher Arthur J COMMON 363576109 17,855 7,000 64.49 849 66.47 0.0475
2014-02-05 2013-12-31 13F Gallagher Arthur J COMMON 363576109 10,855 -15 -0.14 510 7.59 0.0280
2013-11-05 2013-09-30 13F/A-1 Gallagher Arthur J COMMON 363576109 10,870 -185 -1.67 474 -1.86 0.0274
2013-11-01 2013-09-30 13F Gallagher Arthur J COMMON 363576109 11,055 483
2013-08-13 2013-06-30 13F Gallagher Arthur J COMMON 363576109 11,055 11,055 483 0.0283
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.