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

Kerr 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
2026
Q2 		$297K Sell
1,295
-29
-2% -$6.16K 0.33% 66
2026
Q1 		$283K Buy
1,324
+369
+39% +$85.2K 0.2% 64
2025
Q4 		$232K Hold
955
– – 0.31% 71
2025
Q3 		$249K Buy
+955
New +$288K 0.35% 60

Other funds holding AJG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kerr Financial Planning's AJG Position: Q2 2026 in Review

Kerr Financial Planning reduced its Arthur J. Gallagher & Co (AJG) stake by 2.2% in Q2 2026, selling an estimated $6.16K and leaving 1,295 shares worth $297K. The position accounts for 0.33% of the portfolio, ranked #66.

Kerr Financial Planning first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Kerr Financial Planning held 1,295 shares of Arthur J. Gallagher & Co worth $297K as of Q2 2026.
  • Kerr Financial Planning sold 29 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.16K.
  • Arthur J. Gallagher & Co made up 0.33% of Kerr Financial Planning's portfolio in Q2 2026, its #66 holding.
  • Kerr Financial Planning first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.