Keebeck Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Keebeck Wealth Management’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 Q1	$853K	Sell	3,938 -11,530	-75%	-$2.66M	0.1%	175
2025 Q4	$4M	Sell	15,468 -1,032	-6%	-$273K	0.46%	61
2025 Q3	$5.11M	Sell	16,500 -568	-3%	-$171K	0.6%	45
2025 Q2	$5.46M	Sell	17,068 -6	-0%	-$1.98K	0.72%	36
2025 Q1	$5.89M	Sell	17,074 -2,015	-11%	-$636K	0.87%	29
2024 Q4	$5.42M	Buy	19,089 +3,333	+21%	+$970K	0.78%	33
2024 Q3	$4.43M	Sell	15,756 -464	-3%	-$131K	0.64%	46
2024 Q2	$4.21M	Sell	16,220 -447	-3%	-$111K	0.62%	43
2024 Q1	$4.17M	Sell	16,667 -91	-0.5%	-$21.9K	0.61%	43
2023 Q4	$3.77M	Buy	16,758 +4,408	+36%	+$1.04M	0.62%	42
2023 Q3	$2.81M	Buy	12,350 +525	+4%	+$118K	0.49%	62
2023 Q2	$2.6M	Buy	11,825 +1,627	+16%	+$339K	0.36%	71
2023 Q1	$1.95M	Buy	+10,198	New	+$1.93M	0.31%	83

Other funds holding AJG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Keebeck Wealth Management's AJG Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 75% in Q1 2026, selling an estimated $2.66M and leaving 3,938 shares worth $853K. The position accounts for 0.1% of the portfolio, ranked #175.

Keebeck Wealth Management first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.89M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Keebeck Wealth Management held 3,938 shares of Arthur J. Gallagher & Co worth $853K as of Q1 2026.
Keebeck Wealth Management sold 11,530 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $2.66M.
Arthur J. Gallagher & Co made up 0.1% of Keebeck Wealth Management's portfolio in Q1 2026, its #175 holding.
Keebeck Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
Keebeck Wealth Management's Arthur J. Gallagher & Co position peaked at $5.89M in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.