KFAS
AJG icon

Keating Financial Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Keating Financial Advisory Services’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
2026
Q2 		$96.4K Sell
420
-45
-10% -$9.55K 0.01% 500
2026
Q1 		$101K Sell
465
-95
-17% -$21.9K 0.02% 456
2025
Q4 		$145K Buy
+560
New +$148K 0.02% 428

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keating Financial Advisory Services's AJG Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Arthur J. Gallagher & Co (AJG) stake by 9.7% in Q2 2026, selling an estimated $9.55K and leaving 420 shares worth $96.4K. The position accounts for 0.01% of the portfolio, ranked #500.

Keating Financial Advisory Services first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $145K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Keating Financial Advisory Services held 420 shares of Arthur J. Gallagher & Co worth $96.4K as of Q2 2026.
  • Keating Financial Advisory Services sold 45 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $9.55K.
  • Arthur J. Gallagher & Co made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #500 holding.
  • Keating Financial Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Arthur J. Gallagher & Co position peaked at $145K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.