Keel Point, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1386935 HUNTSVILLE, AL

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$336,779

+$54,181 QoQ

Shares Held

1,467

+34.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#854

of 1,284 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $997,228 across 4 Insurance Brokers names. AJG ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,467	$336,779
2	BRO	Brown & Brown, Inc.	3,884	$249,158
3	AON	Aon plc	636	$210,954
4	MRSH	Marsh & Mclennan Companies, Inc.	1,202	$200,337

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,779	1,467	+34.3%	Shares	Sole	2026-08-14
2025-12-31	$282,598	1,092	-16.8%	Shares	Sole	2026-02-12
2025-09-30	$406,688	1,313	-10.3%	Shares	Sole	2025-12-16
2025-06-30	$468,655	1,464	-11.8%	Shares	Sole	2025-08-15
2025-03-31	$573,098	1,660	+45.2%	Shares	Sole	2025-05-15
2024-12-31	$324,440	1,143	+14.6%	Shares	Sole	2025-02-14
2024-09-30	$280,525	997	-4.1%	Shares	Sole	2024-11-14
2024-06-30	$269,682	1,040	+20.5%	Shares	Sole	2024-08-14
2024-03-31	$215,784	863	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.