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Briaud Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Briaud Financial Planning’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30
Closed -$9K – 42
2025
Q2 		$9K Buy
+30
New +$9.89K ﹤0.01% 243

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Briaud Financial Planning's AJG Position: Q3 2025 in Review

Briaud Financial Planning sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 30 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in AJG in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Briaud Financial Planning reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 30 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Arthur J. Gallagher & Co position peaked at $9K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.