KFP
AJG icon

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

Keener 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
Q4 		– Sell
-49
Closed -$15K – 68
2025
Q3 		$15K Hold
49
– – 0.01% 142
2025
Q2 		$15K Hold
49
– – 0.01% 142
2025
Q1 		$16K Hold
49
– – 0.01% 110
2024
Q4 		$13K Hold
49
– – 0.01% 124
2024
Q3 		$13K Hold
49
– – 0.01% 122
2024
Q2 		$12K Hold
49
– – 0.01% 129
2024
Q1 		$13K Hold
49
– – 0.01% 142
2023
Q4 		$11K Buy
+49
New +$11.6K 0.01% 139

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keener Financial Planning's AJG Position: Q4 2025 in Review

Keener Financial Planning sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 49 shares — an estimated $15K sold.

Keener Financial Planning first reported a position in AJG in Q4 2023 and held it in 8 quarters. The position peaked at $16K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

  • Keener Financial Planning reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 49 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $15K.
  • Keener Financial Planning first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Arthur J. Gallagher & Co position peaked at $16K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.