Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership29,119 shares
Latest Disclosed Value $ 6,306,593
Wealthfront Advisers Llc reports 10.03% decrease in ownership of AJG / Arthur J. Gallagher & Co.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 29,119 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $6,306,593 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 32,367 shares of Arthur J. Gallagher & Co.. This represents a change in shares of -10.03% 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)
2026-05-05 2026-03-31 13F GALLAGHER ARTHUR J COM 363576109 29,119 -3,248 -10.03 6,307 -24.71 0.0138
2026-01-30 2025-12-31 13F GALLAGHER ARTHUR J COM 363576109 32,367 -1,656 -4.87 8,376 -20.52 0.0187
2025-11-06 2025-09-30 13F GALLAGHER ARTHUR J COM 363576109 34,023 1,846 5.74 10,538 2.31 0.0247
2025-07-31 2025-06-30 13F GALLAGHER ARTHUR J COM 363576109 32,177 672 2.13 10,301 -5.30 0.0265
2025-05-02 2025-03-31 13F GALLAGHER ARTHUR J COM 363576109 31,505 1,639 5.49 10,877 28.30 0.0292
2025-04-01 2024-12-31 13F/A-1 GALLAGHER ARTHUR J COM 363576109 29,866 464 1.58 8,477 2.48 0.0248
2024-11-12 2024-09-30 13F GALLAGHER ARTHUR J COM 363576109 29,402 -442 -1.48 8,273 6.90 0.0254
2024-08-14 2024-06-30 13F GALLAGHER ARTHUR J COM 363576109 29,844 -735 -2.40 7,739 1.22 0.0260
2024-04-19 2024-03-31 13F GALLAGHER ARTHUR J COM 363576109 30,579 -753 -2.40 7,646 8.52 0.0268
2024-02-09 2023-12-31 13F GALLAGHER ARTHUR J COM 363576109 31,332 704 2.30 7,046 0.92 0.0271
2023-11-01 2023-09-30 13F GALLAGHER ARTHUR J COM 363576109 30,628 -365 -1.18 6,981 2.59 0.0301
2023-08-07 2023-06-30 13F GALLAGHER ARTHUR J COM 363576109 30,993 227 0.74 6,805 15.63 0.0289
2023-04-28 2023-03-31 13F GALLAGHER ARTHUR J COM 363576109 30,766 6,268 25.59 5,886 27.44 0.0267
2023-02-10 2022-12-31 13F GALLAGHER ARTHUR J COM 363576109 24,498 -4,490 -15.49 4,619 -6.95 0.0224
2022-11-14 2022-09-30 13F GALLAGHER ARTHUR J COM 363576109 28,988 5,859 25.33 4,963 31.61 0.0264
2022-07-20 2022-06-30 13F GALLAGHER ARTHUR J COM 363576109 23,129 4,423 23.64 3,771 15.46 0.0190
2022-05-16 2022-03-31 13F GALLAGHER ARTHUR J COM 363576109 18,706 -2,391 -11.33 3,266 -8.77 0.0143
2022-01-21 2021-12-31 13F GALLAGHER ARTHUR J COM 363576109 21,097 1,969 10.29 3,580 25.88 0.0151
2021-11-15 2021-09-30 13F GALLAGHER ARTHUR J COM 363576109 19,128 7,601 65.94 2,844 76.10 0.0132
2021-08-16 2021-06-30 13F GALLAGHER ARTHUR J COM 363576109 11,527 259 2.30 1,615 14.86 0.0077
2021-05-14 2021-03-31 13F GALLAGHER ARTHUR J COM 363576109 11,268 38 0.34 1,406 1.22 0.0075
2021-02-16 2020-12-31 13F GALLAGHER ARTHUR J COM 363576109 11,230 100 0.90 1,389 18.21 0.0084
2020-11-16 2020-09-30 13F GALLAGHER ARTHUR J COM 363576109 11,130 -166 -1.47 1,175 6.72 0.0084
2020-08-14 2020-06-30 13F GALLAGHER ARTHUR J COM 363576109 11,296 -3,377 -23.02 1,101 -7.94 0.0085
2020-05-15 2020-03-31 13F GALLAGHER ARTHUR J COM 363576109 14,673 1,991 15.70 1,196 -0.99 0.0109
2020-01-21 2019-12-31 13F GALLAGHER ARTHUR J COM 363576109 12,682 1,128 9.76 1,208 16.71 0.0090
2019-10-15 2019-09-30 13F GALLAGHER ARTHUR J COM 363576109 11,554 194 1.71 1,035 4.02 0.0087
2019-08-13 2019-06-30 13F GALLAGHER ARTHUR J COM 363576109 11,360 347 3.15 995 15.70 0.0086
2019-05-13 2019-03-31 13F GALLAGHER ARTHUR J COM 363576109 11,013 456 4.32 860 10.54 0.0080
2019-02-14 2018-12-31 13F GALLAGHER ARTHUR J COM 363576109 10,557 10,557 778 0.0083
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.