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

SecurityAJG / Arthur J. Gallagher & Co.
InstitutionHm Payson & Co
Latest Disclosed Ownership1,741 shares
Latest Disclosed Value $ 377,066
Hm Payson & Co reports 38.95% increase in ownership of AJG / Arthur J. Gallagher & Co.

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 1,741 shares of Arthur J. Gallagher & Co. (US:AJG) valued at $377,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,253 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 38.95% during the quarter. The current value of the position is $352,552 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)
2026-04-13 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,741 488 38.95 377 16.36 0.0028
2026-02-12 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,253 37 3.04 324 -13.83 0.0046
2025-10-17 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,216 100 8.96 377 5.32 0.0054
2025-10-17 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,116 181 19.36 357 10.87 0.0057
2025-04-29 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 935 324 53.03 323 86.13 0.0057
2025-02-07 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 611 -4 -0.65 173 0.00 0.0029
2024-10-28 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 615 4 0.65 173 9.49 0.0030
2024-08-13 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 611 0 0.00 158 3.95 0.0029
2024-06-20 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 611 0 0.00 153 10.95 0.0028
2024-02-13 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 611 -13 -2.08 137 -3.52 0.0028
2023-11-06 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 624 0 0.00 142 3.65 0.0033
2023-07-17 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 624 0 0.00 137 15.13 0.0031
2023-04-18 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 624 0 0.00 119 1.71 0.0029
2023-02-06 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 624 0 0.00 118 9.35 0.0029
2022-10-25 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 624 -13 -2.04 107 2.88 0.0029
2022-08-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 637 -156 -19.67 104 -24.64 0.0027
2022-05-12 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 793 0 0.00 138 2.22 0.0031
2022-02-15 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 793 26 3.39 135 18.42 0.0029
2021-11-30 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 767 0 0.00 114 6.54 0.0028
2021-08-17 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 767 0 0.00 107 11.46 0.0026
2021-06-15 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 767 11 1.46 96 2.13 0.0026
2021-03-10 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 756 114 17.76 94 38.24 0.0026
2020-12-21 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 642 42 7.00 68 17.24 0.0021
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 600 0 0.00 58 18.37 0.0019
2020-07-01 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 600 200 50.00 49 28.95 0.0019
2020-02-18 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 400 0 0.00 38 5.56 0.0012
2019-11-12 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 400 -14 -3.38 36 0.00 0.0013
2019-08-15 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 414 414 36 0.0013
2019-07-31 2019-03-31 13F ARTHUR J GALLAGHER COMMON STOCK 363576109 0 -42 -100.00 0 -100.00
2019-02-15 2018-12-31 13F ARTHUR J GALLAGHER COMMON STOCK 363576109 42 42 300 0.0088
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.