Arthur J. Gallagher & Co.
US ˙ NYSE ˙ US3635761097

SecurityAJG / Arthur J. Gallagher & Co.
InstitutionCreative Planning
Latest Disclosed Ownership94,112 shares
Latest Disclosed Value $ 20,382,764
Creative Planning reports 9.03% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 94,112 shares of Arthur J. Gallagher & Co. (US:AJG) valued at $20,382,777 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 86,321 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 9.03% during the quarter. The current value of the position is $19,057,680 USD.

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)
2026-05-12 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 94,112 7,791 9.03 20,383 -8.76 0.0138
2026-02-17 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 86,321 14,309 19.87 22,339 0.15 0.0160
2025-11-14 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 72,012 2,772 4.00 22,305 0.63 0.0170
2025-08-08 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 69,240 -1,008 -1.43 22,165 -8.61 0.0189
2025-05-15 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 70,248 5,831 9.05 24,252 32.64 0.0228
2025-02-14 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 64,417 4,764 7.99 18,285 8.94 0.0178
2024-10-11 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 59,653 2,537 4.44 16,785 13.33 0.0166
2024-08-15 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 57,116 2,782 5.12 14,811 9.02 0.0158
2024-05-13 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 54,334 3,932 7.80 13,586 19.86 0.0151
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 50,402 -24 -0.05 11,334 -1.38 0.0210
2023-11-16 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 50,426 -27,303 -35.13 11,494 -32.66 0.0153
2023-07-21 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 77,729 31,637 68.64 17,067 93.57 0.0227
2023-05-15 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 46,092 -449 -0.96 8,818 0.49 0.0127
2023-02-10 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 46,541 -1,064 -2.24 8,775 7.64 0.0132
2022-11-03 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 47,605 676 1.44 8,151 6.54 0.0141
2022-08-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 46,929 390 0.84 7,651 -5.85 0.0126
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 46,539 1,891 4.24 8,126 7.27 0.0126
2022-02-11 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 44,648 -927 -2.03 7,575 11.81 0.0122
2021-11-10 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 45,575 -553 -1.20 6,775 4.84 0.0120
2021-08-04 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 46,128 -14,089 -23.40 6,462 -13.99 0.0115
2021-04-30 2021-03-31 13F CreativePlanning COM 363576109 60,217 -5,698 -8.64 7,513 -7.86 0.0151
2021-01-29 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 65,915 7,248 12.35 8,154 31.64 0.0179
2020-11-05 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 58,667 3,322 6.00 6,194 14.79 0.0162
2020-07-23 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 55,345 -2,463 -4.26 5,396 14.52 0.0156
2020-05-05 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 57,808 -565 -0.97 4,712 -15.24 0.0167
2020-01-30 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 58,373 9,490 19.41 5,559 26.98 0.0167
2019-11-01 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 48,883 18,410 60.41 4,378 64.03 0.0143
2019-07-26 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 30,473 3,223 11.83 2,669 25.42 0.0090
2019-04-24 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 27,250 -1,282 -4.49 2,128 1.19 0.0077
2019-02-12 2018-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 28,532 6,630 30.27 2,103 29.02 0.0086
2019-02-01 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 28,532 6,630 2,103
2018-10-25 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 21,902 917 4.37 1,630 18.98 0.0060
2018-07-20 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 20,985 14,960 248.30 1,370 230.92 0.0054
2018-04-18 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 6,025 1,254 26.28 414 37.09 0.0017
2018-01-17 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,771 4,771 302 0.0013
2017-10-17 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 0 -4,106 -100.00 0 -100.00
2017-07-12 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,106 1,534 59.64 235 62.07 0.0012
2017-04-07 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,572 -1,104 -30.03 145 -24.08 0.0008
2017-01-09 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,676 450 13.95 191 16.46 0.0012
2016-10-12 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,226 946 41.49 164 50.46 0.0010
2016-07-12 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 2,280 85 3.87 109 11.22 0.0008
2016-04-08 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,195 1,332 154.35 98 180.00 0.0008
2016-01-11 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 863 503 139.72 35 133.33 0.0003
2015-10-09 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 360 360 0.00 15 0.0001
2015-07-09 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 0 -836 -100.00 0 -100.00
2015-04-13 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 836 836 0.00 39 0.0004
2015-01-29 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 0 -1,424 -100.00 0 -100.00
2014-10-10 2014-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,424 1,017 249.88 65 242.11 0.0008
2014-08-20 2014-06-30 13F GALLAGHER ARTHUR J COM 363576109 407 107 35.67 19 35.71 0.0002
2014-04-11 2014-03-31 13F GALLAGHER ARTHUR J COM 363576109 300 0 0.00 14 0.00 0.0002
2014-01-06 2013-12-31 13F GALLAGHER ARTHUR J COM 363576109 300 -38 -11.24 14 -6.67 0.0002
2013-10-10 2013-09-30 13F GALLAGHER ARTHUR J COM 363576109 338 -49 -12.66 15 -11.76 0.0003
2013-07-09 2013-06-30 13F GALLAGHER ARTHUR J COM 363576109 387 387 17 0.0004
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.