Kelly Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Kelly Financial Services’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	-777	Closed	-$241K	–	124
2025 Q3	$241K	Buy	777 +53	+7%	+$16K	0.06%	105
2025 Q2	$232K	Buy	724 +87	+14%	+$28.7K	0.07%	108
2025 Q1	$220K	Buy	+637	New	+$201K	0.08%	101
2024 Q3	–	Sell	-300	Closed	-$77.9K	–	134
2024 Q2	$77.9K	Buy	300 +108	+56%	+$26.8K	0.03%	182
2024 Q1	$48K	Hold	192	–	–	0.02%	224
2023 Q4	$43.1K	Buy	192 +51	+36%	+$12.1K	0.02%	220
2023 Q3	$32.2K	Sell	141 -20	-12%	-$4.48K	0.01%	229
2023 Q2	$35.4K	Buy	161 +113	+235%	+$23.5K	0.02%	228
2023 Q1	$9.21K	Buy	+48	New	+$9.11K	﹤0.01%	364

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Kelly Financial Services's AJG Position: Q4 2025 in Review

Kelly Financial Services sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 777 shares — an estimated $241K sold.

Kelly Financial Services first reported a position in AJG in Q1 2023 and held it in 9 quarters. The position peaked at $241K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Kelly Financial Services reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Kelly Financial Services sold 777 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $241K.
Kelly Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 9 quarters.
Kelly Financial Services's Arthur J. Gallagher & Co position peaked at $241K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Kelly Financial Services's 13F filing for Q4 2025, filed 13 Jan 2026.