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 Q2	$337K	Buy	+1,467	New	+$311K	0.02%	356
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keel Point's AJG Position: Q2 2026 in Review

Keel Point opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,467 shares worth $337K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings. This is a return to the name: Keel Point previously reported a position in AJG as recently as Q4 2025.

Keel Point first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $573K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Keel Point held 1,467 shares of Arthur J. Gallagher & Co worth $337K as of Q2 2026.
Arthur J. Gallagher & Co was a new Keel Point position in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Keel Point's portfolio in Q2 2026, its #356 holding.
Keel Point first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Keel Point's Arthur J. Gallagher & Co position peaked at $573K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.