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Intelligent Financial Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Intelligent Financial Strategies’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
Q3 		– Sell
-154
Closed -$49.3K – 75
2025
Q2 		$49.3K Hold
154
– – 0.03% 58
2025
Q1 		$53.2K Hold
154
– – 0.03% 56
2024
Q4 		$43.7K Hold
154
– – 0.02% 59
2024
Q3 		$43.3K Hold
154
– – 0.02% 59
2024
Q2 		$39.9K Sell
154
-22
-13% -$5.46K 0.02% 59
2024
Q1 		$44K Buy
+176
New +$42.3K 0.03% 63

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intelligent Financial Strategies's AJG Position: Q3 2025 in Review

Intelligent Financial Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 154 shares — an estimated $49.3K sold.

Intelligent Financial Strategies first reported a position in AJG in Q1 2024 and held it in 6 quarters. The position peaked at $53.2K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

  • Intelligent Financial Strategies reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
  • Intelligent Financial Strategies sold 154 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $49.3K.
  • Intelligent Financial Strategies first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 6 quarters.
  • Intelligent Financial Strategies's Arthur J. Gallagher & Co position peaked at $53.2K in Q1 2025.
  • 1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Intelligent Financial Strategies's 13F filing for Q3 2025, filed 21 Oct 2025.