Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership2,706 shares
Latest Disclosed Value $ 586,063
Valeo Financial Advisors, LLC reports 94.68% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 2,706 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $586,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,390 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 94.68% 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)
2026-05-08 2026-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 2,706 1,316 94.68 586 63.23 0.0140
2026-02-04 2025-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,390 -400 -22.35 360 -35.20 0.0080
2025-11-03 2025-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,790 186 11.60 555 7.99 0.0126
2025-09-12 2025-06-30 13F/A-1 GALLAGHER ARTHUR J &CO Stock 363576109 1,604 48 3.08 513 -4.47 0.0126
2025-07-22 2025-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,584 28 507 0.0122
2025-04-30 2025-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,556 172 12.43 537 36.99 0.0150
2025-01-30 2024-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,384 17 1.24 393 2.08 0.0109
2024-10-10 2024-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,367 8 0.59 385 9.09 0.0110
2024-07-10 2024-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,359 397 41.27 352 55.07 0.0110
2024-04-25 2024-03-31 13F/A-1 GALLAGHER ARTHUR J &CO Stock 363576109 962 -226 -19.02 228 -14.98 0.0082
2024-04-19 2024-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 961 -227 240 0.0083
2024-01-29 2023-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 1,188 255 27.33 267 25.94 0.0108
2023-10-20 2023-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 933 933 213 0.0097
2021-07-22 2021-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 0 -113 -100.00 0 -100.00
2021-04-12 2021-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 113 51 82.26 14 75.00 0.0006
2021-02-11 2020-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 62 22 55.00 8 100.00 0.0004
2020-10-28 2020-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 40 -160 -80.00 4 -78.95 0.0003
2020-07-20 2020-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 200 155 344.44 19 375.00 0.0017
2020-04-13 2020-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 45 33 275.00 4 300.00 0.0004
2020-01-24 2019-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 12 0 0.00 1 0.00 0.0001
2019-10-15 2019-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 12 0 0.00 1 0.00 0.0001
2019-07-10 2019-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 12 0 0.00 1 0.00 0.0001
2019-04-12 2019-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 12 0 0.00 1 0.00 0.0001
2019-01-30 2018-12-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 12 -14 -53.85 1 -50.00 0.0001
2018-11-01 2018-09-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 26 0 0.00 2 0.00 0.0003
2018-08-14 2018-06-30 13F GALLAGHER ARTHUR J &CO Stock 363576109 26 0 0.00 2 0.00 0.0003
2018-04-12 2018-03-31 13F GALLAGHER ARTHUR J &CO Stock 363576109 26 12 85.71 2 100.00 0.0003
2018-02-09 2017-12-31 13F GALLAGHER ARTHUR J & CO COM Stock 363576109 14 14 1 0.0002
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.