Keel Point’s Arthur J. Gallagher & Co AJG Stock Holding History

Keel Point’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	–	Sell	-1,092	Closed	-$283K	–	469
2025 Q4	$283K	Sell	1,092 -221	-17%	-$58.5K	0.02%	427
2025 Q3	$407K	Sell	1,313 -151	-10%	-$45.5K	0.03%	348
2025 Q2	$469K	Sell	1,464 -196	-12%	-$64.6K	0.03%	310
2025 Q1	$573K	Buy	1,660 +517	+45%	+$163K	0.04%	222
2024 Q4	$324K	Buy	1,143 +146	+15%	+$42.5K	0.03%	315
2024 Q3	$281K	Sell	997 -43	-4%	-$12.1K	0.02%	336
2024 Q2	$292K	Buy	1,040 +177	+21%	+$43.9K	0.03%	323
2024 Q1	$216K	Buy	+863	New	+$207K	0.02%	351

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

Keel Point's AJG Position: Q1 2026 in Review

Keel Point sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 1,092 shares — an estimated $283K sold.

Keel Point first reported a position in AJG in Q1 2024 and held it in 8 quarters. The position peaked at $573K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Keel Point reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
Keel Point sold 1,092 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $283K.
Keel Point first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 8 quarters.
Keel Point's Arthur J. Gallagher & Co position peaked at $573K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.