Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership8,675 shares
Latest Disclosed Value $ 1,984,216
Equitable Holdings, Inc. reports 153.43% increase in ownership of AJG / Arthur J. Gallagher & Co.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 8,675 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $1,984,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,423 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 153.43% 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)
2026-05-15 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 8,675 5,252 153.43 1,984 124.18 0.0128
2026-02-17 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,423 -336 -8.94 886 -23.97 0.0061
2025-11-14 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,759 523 16.16 1,164 12.46 0.0086
2025-08-15 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,236 913 39.30 1,036 29.21 0.0085
2025-05-13 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 2,323 454 24.29 802 51.13 0.0076
2025-02-12 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,869 116 6.62 531 7.51 0.0050
2024-11-14 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,753 22 1.27 493 10.04 0.0048
2024-08-14 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,731 -88 -4.84 449 -1.32 0.0047
2024-05-14 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,819 288 18.81 455 31.98 0.0051
2024-02-13 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,531 54 3.66 344 2.38 0.0042
2023-11-14 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,477 18 1.23 337 5.00 0.0048
2023-08-15 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,459 -16 -1.08 320 13.48 0.0046
2023-05-15 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,475 108 7.90 282 9.73 0.0045
2023-02-14 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,367 6 0.44 258 10.30 0.0045
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,361 14 1.04 233 5.91 0.0046
2022-08-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,347 -210 -13.49 220 -19.12 0.0042
2022-05-13 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 1,557 -71 -4.36 272 -1.45 0.0045
2022-02-11 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 1,628 2 0.12 276 14.05 0.0043
2021-11-12 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 1,626 51 3.24 242 9.50 0.0041
2021-08-11 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 1,575 1,575 221 0.0038
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.