Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionWbh Advisory Inc
Latest Disclosed Ownership3,651 shares
Latest Disclosed Value $ 789,857
Wbh Advisory Inc reports 15.32% increase in ownership of AJG / Arthur J. Gallagher & Co.

On April 27, 2026 - Wbh Advisory Inc filed a 13F-HR form disclosing ownership of 3,651 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $789,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,166 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 15.32% 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)
2026-04-27 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,651 485 15.32 790 -3.66 0.0592
2026-01-26 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,166 0 0.00 819 -16.43 0.0607
2025-10-30 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,166 0 0.00 981 -3.26 0.0749
2025-07-30 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,166 -2 -0.06 1,014 -7.32 0.0864
2025-05-12 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,168 -126 -3.83 1,094 16.90 0.1020
2025-01-31 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,294 -685 -17.22 935 -16.44 0.0868
2024-10-15 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,979 -1,770 -30.79 1,120 -24.90 0.1060
2024-07-11 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,749 -520 -8.29 1,491 -4.91 0.1509
2024-04-16 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 6,269 -759 -10.80 1,568 -0.82 0.1613
2024-01-09 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 7,028 -22 -0.31 1,581 -1.62 0.1758
2023-10-10 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,607 3.81 0.1972
2023-07-12 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,548 14.76 0.1834
2023-04-20 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,349 11.68 0.1684
2022-10-18 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,207 3.25 0.1742
2022-07-12 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,169 -7.52 0.1560
2022-04-29 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,264 5.69 0.1552
2022-01-28 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,196 14.12 0.1364
2021-10-25 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 1,048 5.97 0.1410
2021-07-27 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 989 12.39 0.1449
2021-04-19 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 7,050 0 0.00 880 4.51 0.1424
2021-01-21 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 7,050 -900 -11.32 842 0.36 0.1449
2020-10-27 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,950 0 0.00 839 8.26 0.1694
2020-08-05 2020-06-30 13F AJ Gallagher COM 363576109 7,950 0 0.00 775 19.60 0.1876
2020-05-07 2020-03-31 13F AJ Gallagher COM 363576109 7,950 0 0.00 648 -14.40 0.1520
2020-01-27 2019-12-31 13F AJ Gallagher COM 363576109 7,950 -150 -1.85 757 4.41 0.1548
2019-10-25 2019-09-30 13F AJ Gallagher COM 363576109 8,100 0 0.00 725 2.26 0.1628
2019-08-02 2019-06-30 13F AJ Gallagher COM 363576109 8,100 0 0.00 709 12.18 0.1644
2019-04-22 2019-03-31 13F AJ Gallagher COM 363576109 8,100 0 0.00 632 6.04 0.1503
2019-01-29 2018-12-31 13F AJ Gallagher COM 363576109 8,100 -2,900 -26.36 596 -27.14 0.1447
2018-10-29 2018-09-30 13F AJ Gallagher COM 363576109 11,000 0 0.00 818 13.93 0.1983
2018-07-31 2018-06-30 13F AJ Gallagher COM 363576109 11,000 -1,700 -13.39 718 -17.66 0.1861
2018-04-30 2018-03-31 13F AJ Gallagher COM 363576109 12,700 0 0.00 872 8.59 0.2371
2018-01-31 2017-12-31 13F AJ Gallagher COM 363576109 12,700 0 0.00 803 2.82 0.2142
2017-11-29 2017-09-30 13F AJ Gallagher COM 363576109 12,700 0 0.00 781 7.43 0.2180
2017-07-21 2017-06-30 13F AJ Gallagher COM 363576109 12,700 0 0.00 727 1.25 0.2039
2017-04-21 2017-03-31 13F AJ Gallagher COM 363576109 12,700 200 1.60 718 10.63 0.2151
2017-01-20 2016-12-31 13F AJ Gallagher COM 363576109 12,500 0 0.00 649 2.20 0.2163
2016-10-24 2016-09-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 635 6.72 0.2173
2016-07-25 2016-06-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 595 7.01 0.2316
2016-04-15 2016-03-31 13F AJ Gallagher COM 363576109 12,500 0 0.00 556 8.81 0.1861
2016-01-19 2015-12-31 13F AJ Gallagher COM 363576109 12,500 0 0.00 511 -0.97 0.1786
2015-10-15 2015-09-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 516 -12.69 0.2144
2015-07-20 2015-06-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 591 1.20 0.2323
2015-04-22 2015-03-31 13F AJ Gallagher COM 363576109 12,500 0 0.00 584 -0.68 0.1639
2015-01-23 2014-12-31 13F AJ Gallagher COM 363576109 12,500 0 0.00 588 3.70 0.2217
2014-10-17 2014-09-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 567 -2.58 0.1992
2014-07-21 2014-06-30 13F AJ Gallagher COM 363576109 12,500 0 0.00 582 -2.02 0.2200
2014-04-29 2014-03-31 13F AJ Gallagher COM 363576109 12,500 -1,000 -7.41 594 -6.16 0.2363
2014-02-19 2013-12-31 13F/A-1 AJ Gallagher COM 363576109 13,500 0 0.00 633 7.47 0.2550
2014-01-27 2013-12-31 13F AJ Gallagher COM 363576109 13,500 633
2013-11-05 2013-09-30 13F AJ Gallagher COM 363576109 13,500 0 0.00 589 0.00 0.2636
2013-07-19 2013-06-30 13F AJ Gallagher COM 363576109 13,500 13,500 589 0.2724
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.