Tracy Begley

Financial Services

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

50%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Focus Areas4 topics

Revenue Growth1Guidance Reliability1M&A1Capital Allocation1

Question History2 questions

AJGArthur J. Gallagher & Co.1 quarter

2025 Q4

there were some areas within brokerage on the fourth quarter where you were ahead or below your plan, even though Investor Day was in late December. Can you add some color

Revenue GrowthGuidance ReliabilityView in transcript →

I looked at the bottom of the top 100 brokers, and we estimated that it would take more than 65 deals to get to exhaust that full $10 billion of funds

ChallengingM&ACapital AllocationView in transcript →