Arthur J. Gallagher & Co.
MX ˙ BMV ˙ US3635761097
SecurityMX:AJG / Arthur J. Gallagher & Co.
InstitutionWelch Group, LLC
Latest Disclosed Ownership253,012 shares
Latest Disclosed Value $ 54,797,324
Welch Group, LLC reports 10.38% increase in ownership of AJG / Arthur J. Gallagher & Co.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 253,012 shares of Arthur J. Gallagher & Co. (MX:AJG) valued at $54,797,324 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 229,225 shares of Arthur J. Gallagher & Co.. This represents a change in shares of 10.38% 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)
2026-04-21 2026-03-31 13F GALLAGHER ARTHUR J COMMON 363576109 253,012 23,787 10.38 54,797 -7.63 2.0586
2026-01-26 2025-12-31 13F GALLAGHER ARTHUR J COMMON STOCK 363576109 229,225 2,711 1.20 59,321 -15.45 2.2868
2025-10-14 2025-09-30 13F GALLAGHER ARTHUR J COMMON 363576109 226,514 2,476 1.11 70,160 -2.17 2.7391
2025-07-25 2025-06-30 13F GALLAGHER ARTHUR J COMMON 363576109 224,038 -1,787 -0.79 71,719 -6.80 2.9970
2025-04-08 2025-03-31 13F GALLAGHER ARTHUR J COMMON 363576109 225,825 -8,385 -3.58 76,952 15.50 3.3846
2025-01-27 2024-12-31 13F GALLAGHER ARTHUR J COMMON 363576109 234,210 -836 -0.36 66,623 0.74 3.0003
2024-10-24 2024-09-30 13F GALLAGHER ARTHUR J COMMON 363576109 235,046 -3,593 -1.51 66,135 6.87 2.8750
2024-07-17 2024-06-30 13F GALLAGHER ARTHUR J COMMON 363576109 238,639 -3,178 -1.31 61,882 2.35 2.9734
2024-04-09 2024-03-31 13F GALLAGHER ARTHUR J COMMON 363576109 241,817 -14,115 -5.52 60,464 5.06 2.9986
2024-01-23 2023-12-31 13F GALLAGHER ARTHUR J Common 363576109 255,932 -5,412 -2.07 57,554 -3.38 3.0996
2023-10-18 2023-09-30 13F GALLAGHER ARTHUR J Common 363576109 261,344 -8,330 -3.09 59,568 0.60 3.5292
2023-07-18 2023-06-30 13F GALLAGHER ARTHUR J Common 363576109 269,674 -5,693 -2.07 59,212 12.40 3.3944
2023-04-13 2023-03-31 13F GALLAGHER ARTHUR J Common 363576109 275,367 -18,042 -6.15 52,680 -4.77 3.0625
2023-01-30 2022-12-31 13F GALLAGHER ARTHUR J Common 363576109 293,409 -6,103 -2.04 55,319 7.87 3.1646
2022-10-13 2022-09-30 13F GALLAGHER ARTHUR J COMMON 363576109 299,512 -1,438 -0.48 51,282 4.51 3.3382
2022-07-21 2022-06-30 13F GALLAGHER ARTHUR J COMMON 363576109 300,950 -294 -0.10 49,067 -6.71 2.9943
2022-04-29 2022-03-31 13F GALLAGHER ARTHUR J COMMON 363576109 301,244 1,478 0.49 52,597 3.41 3.0025
2022-01-26 2021-12-31 13F GALLAGHER ARTHUR J COMMON 363576109 299,766 -689 -0.23 50,861 13.88 2.9752
2021-11-05 2021-09-30 13F GALLAGHER ARTHUR J COMMON 363576109 300,455 -5,610 -1.83 44,663 4.17 3.0239
2021-07-21 2021-06-30 13F GALLAGHER ARTHUR J COMMON 363576109 306,065 -12,332 -3.87 42,874 7.92 2.9232
2021-04-23 2021-03-31 13F GALLAGHER ARTHUR J COMMON 363576109 318,397 -14,161 -4.26 39,726 -3.44 2.8596
2021-01-25 2020-12-31 13F GALLAGHER ARTHUR J Common 363576109 332,558 -8,762 -2.57 41,141 14.16 3.2997
2020-10-28 2020-09-30 13F GALLAGHER ARTHUR J Common 363576109 341,320 -5,226 -1.51 36,037 6.67 3.1482
2020-07-22 2020-06-30 13F GALLAGHER ARTHUR J Common 363576109 346,546 2,258 0.66 33,785 20.39 3.1562
2020-04-28 2020-03-31 13F GALLAGHER ARTHUR J Common 363576109 344,288 11,064 3.32 28,063 -11.57 2.9939
2020-01-24 2019-12-31 13F Gallagher Arthur J Common 363576109 333,224 -2,393 -0.71 31,733 5.56 3.1224
2019-11-05 2019-09-30 13F Gallagher Arthur J Common 363576109 335,617 -11,915 -3.43 30,061 -1.25 3.0877
2019-07-11 2019-06-30 13F Gallagher Arthur J Common 363576109 347,532 -8,399 -2.36 30,440 9.50 3.2485
2019-04-15 2019-03-31 13F Gallagher Arthur J Common 363576109 355,931 -9,675 -2.65 27,798 3.17 3.0601
2019-01-10 2018-12-31 13F Gallagher Arthur J Common 363576109 365,606 -7,452 -2.00 26,945 -2.97 3.3011
2018-11-01 2018-09-30 13F Gallagher Arthur J Common 363576109 373,058 1,517 0.41 27,771 14.50 2.8924
2018-07-30 2018-06-30 13F Gallagher Arthur J Common 363576109 371,541 -2,201 -0.59 24,254 -5.58 3.0210
2018-04-23 2018-03-31 13F Gallagher Arthur J Common 363576109 373,742 75,115 25.15 25,687 35.93 3.2525
2018-02-01 2017-12-31 13F Gallagher Arthur J Common 363576109 298,627 -1,683 -0.56 18,897 2.23 2.9314
2017-11-07 2017-09-30 13F Gallagher Arthur J Common 363576109 300,310 -7,766 -2.52 18,484 4.80 3.0903
2017-08-07 2017-06-30 13F Gallagher Arthur J Common 363576109 308,076 10,823 3.64 17,637 4.94 2.9417
2017-05-01 2017-03-31 13F Gallagher Arthur J Common 363576109 297,253 -4,966 -1.64 16,807 7.03 3.1632
2017-02-09 2016-12-31 13F Gallagher Arthur J Common 363576109 302,219 9,581 3.27 15,703 5.49 3.0695
2016-10-28 2016-09-30 13F Gallagher Arthur J Common 363576109 292,638 -138 -0.05 14,886 6.82 2.9582
2016-07-27 2016-06-30 13F Gallagher Arthur J Common 363576109 292,776 -72,013 -19.74 13,936 -14.11 2.8380
2016-05-05 2016-03-31 13F Gallagher Arthur J Common 363576109 364,789 31,141 9.33 16,226 18.78 2.7094
2016-01-21 2015-12-31 13F Gallagher Arthur J Common 363576109 333,648 3,220 0.97 13,660 0.15 2.4528
2015-10-23 2015-09-30 13F Gallagher Arthur J COM 363576109 330,428 10,778 3.37 13,640 -9.78 2.6362
2015-07-31 2015-06-30 13F Gallagher Arthur J Common 363576109 319,650 7,709 2.47 15,119 3.68 2.8622
2015-04-29 2015-03-31 13F Gallagher Arthur J Common 363576109 311,941 15,188 5.12 14,583 4.38 2.6772
2015-01-20 2014-12-31 13F Gallagher Arthur J Common 363576109 296,753 13,437 4.74 13,971 8.72 2.6946
2014-10-29 2014-09-30 13F Gallagher Arthur J Common 363576109 283,316 11,144 4.09 12,851 1.32 2.6563
2014-07-22 2014-06-30 13F Gallagher Arthur J Common 363576109 272,172 10,227 3.90 12,683 1.77 2.6264
2014-04-23 2014-03-31 13F Gallagher Arthur J COM 363576109 261,945 -862 -0.33 12,463 1.05 2.8224
2014-02-07 2013-12-31 13F Gallagher Arthur J Common 363576109 262,807 1,078 0.41 12,334 7.97 2.7963
2013-10-04 2013-09-30 13F Gallagher Arthur J Common 363576109 261,729 4,313 1.68 11,424 1.58 2.8080
2013-07-29 2013-06-30 13F Gallagher Arthur J Common 363576109 257,416 257,416 11,246 2.9195
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.