KWM
AJG icon

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
Q2 		$429K Sell
1,867
-2,071
-53% -$440K 0.04% 292
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

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

Keebeck Wealth Management's AJG Position: Q2 2026 in Review

Keebeck Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 53% in Q2 2026, selling an estimated $440K and leaving 1,867 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #292.

Keebeck Wealth Management first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.89M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Keebeck Wealth Management held 1,867 shares of Arthur J. Gallagher & Co worth $429K as of Q2 2026.
  • Keebeck Wealth Management sold 2,071 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $440K.
  • Arthur J. Gallagher & Co made up 0.04% of Keebeck Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Keebeck Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Keebeck Wealth Management's Arthur J. Gallagher & Co position peaked at $5.89M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.