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

Defined 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 		$246K Hold
800
– – 0.2% 55
2025
Q2 		$246K Sell
800
-300
-27% -$98.9K 0.22% 61
2025
Q1 		$378K Hold
1,100
– – 0.38% 38
2024
Q4 		$312K Buy
+1,100
New +$320K 0.33% 43

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

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

Defined Financial Planning held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2025 at 800 shares worth $246K. The position accounts for 0.2% of the portfolio, ranked #55.

Defined Financial Planning first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $378K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Defined Financial Planning held 800 shares of Arthur J. Gallagher & Co worth $246K as of Q3 2025.
  • Defined Financial Planning left its Arthur J. Gallagher & Co share count unchanged in Q3 2025.
  • Arthur J. Gallagher & Co made up 0.2% of Defined Financial Planning's portfolio in Q3 2025, its #55 holding.
  • Defined Financial Planning first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Arthur J. Gallagher & Co position peaked at $378K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.