Keeler & Nadler Financial Planning & Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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 Q4	–	Sell	-737	Closed	-$228K	–	80
2025 Q3	$228K	Hold	737	–	–	0.08%	74
2025 Q2	$236K	Buy	737 +1	+0.1%	+$330	0.09%	67
2025 Q1	$251K	Hold	736	–	–	0.11%	62
2024 Q4	$209K	Sell	736 -85	-10%	-$24.7K	0.1%	67
2024 Q3	$231K	Hold	821	–	–	0.11%	61
2024 Q2	$213K	Hold	821	–	–	0.12%	59
2024 Q1	$205K	Buy	+821	New	+$197K	0.12%	61

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's AJG Position: Q4 2025 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 737 shares — an estimated $228K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in AJG in Q1 2024 and held it in 7 quarters. The position peaked at $251K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Keeler & Nadler Financial Planning & Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Keeler & Nadler Financial Planning & Wealth Management sold 737 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $228K.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 7 quarters.
Keeler & Nadler Financial Planning & Wealth Management's Arthur J. Gallagher & Co position peaked at $251K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.