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

Wayfinding Financial’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	-884	Closed	-$273K	–	155
2025 Q3	$273K	Sell	884 -1	-0.1%	-$301	0.12%	115
2025 Q2	$251K	Sell	885 -142	-14%	-$46.8K	0.11%	120
2025 Q1	$354K	Sell	1,027 -226	-18%	-$71.4K	0.16%	90
2024 Q4	$355K	Buy	+1,253	New	+$365K	0.19%	85
2024 Q3	–	Sell	-1,226	Closed	-$318K	–	41
2024 Q2	$318K	Sell	1,226 -13	-1%	-$3.23K	0.18%	85
2024 Q1	$303K	Buy	1,239 +11	+0.9%	+$2.64K	0.18%	89
2023 Q4	$276K	Sell	1,228 -80	-6%	-$18.9K	0.19%	87
2023 Q3	$294K	Buy	1,308 +66	+5%	+$14.8K	0.22%	76
2023 Q2	$268K	Buy	1,242 +163	+15%	+$33.9K	0.19%	87
2023 Q1	$206K	Buy	+1,079	New	+$205K	0.16%	100

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wayfinding Financial's AJG Position: Q4 2025 in Review

Wayfinding Financial sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 884 shares — an estimated $273K sold.

Wayfinding Financial first reported a position in AJG in Q1 2023 and held it in 10 quarters. The position peaked at $355K in Q4 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Wayfinding Financial reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Wayfinding Financial sold 884 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $273K.
Wayfinding Financial first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 10 quarters.
Wayfinding Financial's Arthur J. Gallagher & Co position peaked at $355K in Q4 2024.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Wayfinding Financial's 13F filing for Q4 2025, filed 12 Feb 2026.