Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionWhittier Trust Co
Latest Disclosed Ownership10,023 shares
Latest Disclosed Value $ 2,197,743
Whittier Trust Co reports 4.87% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 10,023 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $2,197,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 10,536 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -4.87% 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 common 363576109 10,023 -513 -4.87 2,198 -20.63 0.0130
2026-01-26 2025-12-31 13F GALLAGHER common 363576109 10,536 -379 -3.47 2,769 -18.30 0.0300
2025-10-31 2025-09-30 13F GALLAGHER ARTHUR J common 363576109 10,915 49 0.45 3,389 -2.59 0.0386
2025-07-30 2025-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 10,866 -19 -0.17 3,478 -7.43 0.0419
2025-05-02 2025-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 10,885 -780 -6.69 3,758 13.50 0.0523
2025-02-11 2024-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 11,665 49 0.42 3,311 1.29 0.0436
2024-10-21 2024-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 11,616 96 0.83 3,268 9.41 0.0437
2024-07-29 2024-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 11,520 -500 -4.16 2,987 -0.60 0.0424
2024-05-02 2024-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 12,020 -148 -1.22 3,005 9.83 0.0438
2024-01-11 2023-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 12,168 -417 -3.31 2,736 -4.60 0.0444
2023-10-27 2023-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 12,585 -1,487 -10.57 2,868 -7.15 0.0510
2023-07-24 2023-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 14,072 860 6.51 3,090 22.24 0.0537
2023-04-21 2023-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 13,212 140 1.07 2,528 2.56 0.0460
2023-01-25 2022-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 13,072 -851 -6.11 2,465 3.36 0.0479
2022-10-21 2022-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 13,923 0 0.00 2,384 5.02 0.0500
2022-07-28 2022-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 13,923 -297 -2.09 2,270 -8.58 0.0458
2022-04-29 2022-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 14,220 -470 -3.20 2,483 -0.40 0.0419
2022-01-19 2021-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 14,690 -167 -1.12 2,493 12.86 0.0405
2021-11-01 2021-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 14,857 183 1.25 2,209 7.49 0.0402
2021-07-29 2021-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 14,674 -427 -2.83 2,055 9.08 0.0366
2021-04-26 2021-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 15,101 -1,313 -8.00 1,884 -7.19 0.0366
2021-01-29 2020-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 16,414 -482 -2.85 2,030 13.79 0.0434
2020-10-30 2020-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 16,896 -710 -4.03 1,784 3.90 0.0425
2020-07-10 2020-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 17,606 -13,939 -44.19 1,717 -33.22 0.0477
2020-04-27 2020-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 31,545 -598 -1.86 2,571 -16.01 0.0839
2020-01-31 2019-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 32,143 -1,308 -3.91 3,061 2.17 0.0803
2019-10-18 2019-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 33,451 1,299 4.04 2,996 6.39 0.0857
2019-07-23 2019-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 32,152 -864 -2.62 2,816 9.19 0.0827
2019-04-29 2019-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 33,016 -3,689 -10.05 2,579 -4.66 0.0789
2019-02-07 2018-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 36,705 -3,131 -7.86 2,705 -8.77 0.0931
2018-10-23 2018-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 39,836 -4,368 -9.88 2,965 2.77 0.0925
2018-07-27 2018-06-30 13F/A-1 GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 44,204 -1,728 -3.76 2,885 -8.59 0.0953
2018-07-20 2018-06-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 -44,932 47
2018-05-01 2018-03-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 45,932 -628 -1.35 3,156 7.13 0.1060
2018-02-07 2017-12-31 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 46,560 -20,714 -30.79 2,946 -28.84 0.1028
2017-10-23 2017-09-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 67,274 -1,509 -2.19 4,140 5.16 0.1509
2017-07-20 2017-06-30 13F GALLAGHER ARTHUR J & CO COM US MID-CAP EQUITIES 363576109 68,783 450 0.66 3,937 1.92 0.1522
2017-04-26 2017-03-31 13F GALLAGHER ARTHUR J US SMALL AND MID-CAP EQUITIES 363576109 68,333 -10,916 -13.77 3,863 -6.17 0.1558
2017-01-18 2016-12-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 79,249 -484 -0.61 4,117 1.50 0.1751
2016-11-10 2016-09-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 79,733 -349 -0.44 4,056 6.40 0.1767
2016-07-28 2016-06-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 80,082 -2,407 -2.92 3,812 3.90 0.1679
2016-04-28 2016-03-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 82,489 1,712 2.12 3,669 10.98 0.1622
2016-02-10 2015-12-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 80,777 16,579 25.82 3,306 24.75 0.1500
2015-11-12 2015-09-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 64,198 1,004 1.59 2,650 -11.34 0.1289
2015-08-13 2015-06-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 63,194 62,194 6,219.40 2,989 6,259.57 0.1327
2015-05-05 2015-03-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 1,000 0.00 47 0.0022
2015-02-04 2014-12-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 0 -1,000 -100.00 0 -100.00
2014-11-07 2014-09-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 0 0.00 45 -4.26 0.0022
2014-08-04 2014-06-30 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 0 0.00 47 -2.08 0.0023
2014-05-01 2014-03-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 0 0.00 48 2.13 0.0025
2014-02-05 2013-12-31 13F GALLAGHER ARTHUR J & CO COM US SMALL AND MID-CAP EQUITIES 363576109 1,000 0 0.00 47 6.82 0.0024
2013-11-18 2013-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,000 0 0.00 44 0.00 0.0024
2013-08-14 2013-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,000 1,000 44 0.0025
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.