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

Kaizen 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	-915	Closed	-$293K	–	153
2025 Q2	$293K	Buy	915 +4	+0.4%	+$1.32K	0.15%	117
2025 Q1	$314K	Buy	911 +4	+0.4%	+$1.26K	0.18%	97
2024 Q4	$257K	Buy	907 +2	+0.2%	+$582	0.15%	106
2024 Q3	$255K	Sell	905 -99	-10%	-$27.9K	0.15%	116
2024 Q2	$286K	Buy	1,004 +2	+0.2%	+$496	0.18%	93
2024 Q1	$251K	Buy	1,002 +2	+0.2%	+$481	0.17%	102
2023 Q4	$225K	Buy	+1,000	New	+$237K	0.17%	101

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kaizen Financial Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q3 2025, closing a stake of 915 shares — an estimated $293K sold.

Kaizen Financial Strategies first reported a position in AJG in Q4 2023 and held it in 7 quarters. The position peaked at $314K in Q1 2025. 1,339 funds tracked by Wall St. Rank hold AJG as of Q3 2025.

Kaizen Financial Strategies reported no remaining Arthur J. Gallagher & Co position as of Q3 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 915 Arthur J. Gallagher & Co shares in Q3 2025, an estimated $293K.
Kaizen Financial Strategies first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 7 quarters.
Kaizen Financial Strategies's Arthur J. Gallagher & Co position peaked at $314K in Q1 2025.
1,339 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.