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 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

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

Key Financial Inc's AJG Position: Q1 2026 in Review

Key Financial Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 0.63% in Q1 2026, selling an estimated $924 and leaving 631 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #354.

Key Financial Inc first reported a position in AJG in Q1 2020 and has held it in 23 quarters since. The position peaked at $220K in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Key Financial Inc held 631 shares of Arthur J. Gallagher & Co worth $137K as of Q1 2026.
Key Financial Inc sold 4 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $924.
Arthur J. Gallagher & Co made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #354 holding.
Key Financial Inc first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Arthur J. Gallagher & Co position peaked at $220K in Q1 2025.
1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.