Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership3,464 shares
Latest Disclosed Value $ 750,233
Evercore Wealth Management, LLC reports 5.97% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,464 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $750,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,684 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -5.97% 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 3,464 -220 -5.97 750 -21.30 0.0118
2026-02-17 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,684 0 0.00 953 -16.48 0.0140
2025-11-14 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,684 -1,062 -22.38 1,141 -24.88 0.0167
2025-08-14 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,746 -40 -0.84 1,519 -8.05 0.0236
2025-05-15 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,786 -101 -2.07 1,652 19.11 0.0265
2025-02-14 2024-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,887 1 0.02 1,387 0.95 0.0208
2024-11-14 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,886 0 0.00 1,375 8.53 0.0206
2024-08-14 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,886 -403 -7.62 1,267 -4.24 0.0199
2024-05-15 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,289 -277 -4.98 1,322 5.68 0.0207
2024-02-14 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,566 67 1.22 1,252 -0.16 0.0210
2023-11-14 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,499 3 0.05 1,253 3.90 0.0235
2023-08-04 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,496 476 9.48 1,207 25.63 0.0221
2023-05-15 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,020 0 0.00 960 1.48 0.0191
2023-02-14 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,020 -250 -4.74 946 4.88 0.0198
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,270 0 0.00 902 4.88 0.0203
2022-08-15 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,270 0 0.00 860 -6.52 0.0181
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,270 4 0.08 920 3.02 0.0163
2022-02-14 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,266 0 0.00 893 14.05 0.0145
2021-11-15 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,266 0 0.00 783 6.24 0.0142
2021-08-16 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,266 -24 -0.45 737 11.67 0.0135
2021-05-17 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,290 24 0.46 660 1.38 0.0131
2021-02-16 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 5,266 0 0.00 651 17.09 0.0140
2020-11-16 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 5,266 -1,476 -21.89 556 -15.50 0.0136
2020-08-13 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 6,742 10 0.15 658 19.85 0.0176
2020-05-14 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 6,732 -287 -4.09 549 -17.81 0.0181
2020-02-13 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 7,019 0 0.00 668 6.20 0.0180
2019-11-14 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 7,019 -819 -10.45 629 -8.31 0.0185
2019-08-13 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 7,838 0 0.00 686 11.91 0.0208
2019-05-14 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 7,838 4,836 161.09 613 177.38 0.0197
2019-02-13 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,002 0 0.00 221 -0.90 0.0083
2018-11-13 2018-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,002 3,002 223 0.0071
2018-08-14 2018-06-30 13F GALLAGHER ARTHUR J COM 363576109 0 -3,002 -100.00 0 -100.00
2018-05-14 2018-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,002 0 0.00 206 8.42 0.0079
2018-02-13 2017-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,002 0 0.00 190 2.70 0.0071
2017-11-13 2017-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,002 236 8.53 185 17.09 0.0072
2017-08-11 2017-06-30 13F GALLAGHER ARTHUR J COM 363576109 2,766 -440 -13.72 158 -12.71 0.0061
2017-05-12 2017-03-31 13F GALLAGHER ARTHUR J COM 363576109 3,206 0 0.00 181 8.38 0.0071
2017-02-08 2016-12-31 13F GALLAGHER ARTHUR J COM 363576109 3,206 0 0.00 167 2.45 0.0069
2016-11-10 2016-09-30 13F GALLAGHER ARTHUR J COM 363576109 3,206 0 0.00 163 6.54 0.0067
2016-09-20 2016-06-30 13F/A-1 GALLAGHER ARTHUR J COM 363576109 3,206 -1,000 -23.78 153 -18.18 0.0068
2016-08-01 2016-06-30 13F GALLAGHER ARTHUR J COM 363576109 3,206 153
2016-05-02 2016-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,206 0 0.00 187 8.72 0.0083
2016-02-16 2015-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,206 -10 -0.24 172 -1.15 0.0080
2015-11-16 2015-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,216 -233 -5.24 174 -16.75 0.0083
2015-08-06 2015-06-30 13F GALLAGHER ARTHUR J COM 363576109 4,449 233 5.53 209 6.09 0.0094
2015-05-06 2015-03-31 13F GALLAGHER ARTHUR J COM 363576109 4,216 0 0.00 197 -0.51 0.0090
2015-02-13 2014-12-31 13F GALLAGHER ARTHUR J COM 363576109 4,216 -1 -0.02 198 3.66 0.0099
2014-11-13 2014-09-30 13F GALLAGHER ARTHUR J COM 363576109 4,217 -1,300 -23.56 191 -25.97 0.0096
2014-08-14 2014-06-30 13F GALLAGHER ARTHUR J COM 363576109 5,517 0 0.00 258 -1.53 0.0133
2014-05-15 2014-03-31 13F GALLAGHER ARTHUR J COM 363576109 5,517 -1,350 -19.66 262 -18.38 0.0147
2014-02-11 2013-12-31 13F GALLAGHER ARTHUR J COM 363576109 6,867 500 7.85 321 15.47 0.0176
2013-11-13 2013-09-30 13F GALLAGHER ARTHUR J COM 363576109 6,367 -400 -5.91 278 -5.76 0.0159
2013-08-14 2013-06-30 13F GALLAGHER ARTHUR J COM 363576109 6,767 6,767 295 0.0167
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.