A detailed history of Defined Financial Planning LLC transactions in Arthur J. Gallagher & Co. stock. As of the latest transaction made, Defined Financial Planning LLC holds 800 shares of AJG stock, worth $247,848. This represents 0.22% of its overall portfolio holdings.

Number of Shares
800
Previous 1,100 27.27%
Holding current value
$247,848
Previous $378 Million 34.84%
% of portfolio
0.22%
Previous 0.38%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025

SELL
$310.86 - $348.77 $93,258 - $104,631
-300 Reduced 27.27%
800 $246 Million
Q4 2024

Feb 13, 2025

BUY
$278.49 - $315.16 $306,339 - $346,676
1,100 New
1,100 $312 Million

Others Institutions Holding AJG

About Arthur J. Gallagher & Co.


  • Ticker AJG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 210,336,000
  • Market Cap $65.2B
  • Description
  • Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance brokerage, consulting, third-party claims settlement, and administration services in the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. It operates through Brokerage and Risk Management segments. The Brokerage ...
More about AJG
Track This Portfolio

Track Defined Financial Planning LLC Portfolio

Follow Defined Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Defined Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Financial Planning LLC with notifications on news.