Key Financial Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Key Financial Inc’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	$145K	Hold	631	–	–	0.02%	358
2026 Q1	$137K	Sell	631 -4	-0.6%	-$924	0.02%	354
2025 Q4	$164K	Sell	635 -6	-0.9%	-$1.59K	0.03%	323
2025 Q3	$196K	Buy	641 +4	+0.6%	+$1.21K	0.04%	295
2025 Q2	$204K	Hold	637	–	–	0.04%	278
2025 Q1	$220K	Buy	637 +1	+0.2%	+$316	0.05%	253
2024 Q4	$181K	Buy	636 +146	+30%	+$42.5K	0.04%	266
2024 Q3	$138K	Sell	490 -53	-10%	-$14.9K	0.03%	295
2024 Q2	$141K	Hold	543	–	–	0.03%	277
2024 Q1	$136K	Hold	543	–	–	0.03%	266
2023 Q4	$122K	Sell	543 -20	-4%	-$4.74K	0.03%	272
2023 Q3	$128K	Hold	563	–	–	0.04%	249
2023 Q2	$124K	Buy	563 +30	+6%	+$6.24K	0.04%	261
2023 Q1	$102K	Hold	533	–	–	0.04%	276
2022 Q4	$91.3K	Hold	533	–	–	0.04%	257
2022 Q3	$91K	Hold	533	–	–	0.04%	260
2022 Q2	$88K	Hold	533	–	–	0.05%	264
2022 Q1	$93K	Hold	533	–	–	0.05%	262
2021 Q4	$90K	Hold	533	–	–	0.05%	248
2021 Q3	$79K	Hold	533	–	–	0.04%	262
2021 Q2	$74K	Buy	533 +503	+1,677%	+$71.1K	0.04%	284
2021 Q1	$4K	Buy	30 +20	+200%	+$2.41K	﹤0.01%	611
2020 Q4	$1K	Buy	+10	New	+$1.14K	﹤0.01%	658
2020 Q2	–	Sell	-10	Closed	-$1K	–	114
2020 Q1	$1K	Buy	+10	New	+$958	﹤0.01%	624

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

Key Financial Inc's AJG Position: Q2 2026 in Review

Key Financial Inc held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 631 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #358.

Key Financial Inc first reported a position in AJG in Q1 2020 and has held it in 24 quarters since. The position peaked at $220K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Key Financial Inc held 631 shares of Arthur J. Gallagher & Co worth $145K as of Q2 2026.
Key Financial Inc left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #358 holding.
Key Financial Inc first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Arthur J. Gallagher & Co position peaked at $220K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.