Key Financial Inc

Position in AJG — Arthur J. Gallagher & Co.

CIK 1801720 WEST CHESTER, PA

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$144,858

+$8,197 QoQ

Shares Held

631

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,039

of 1,284 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Key Financial Inc holds $253,642 across 4 Insurance Brokers names. AJG ranks #1 (57.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	631	$144,858
2	MRSH	Marsh & Mclennan Companies, Inc.	493	$82,168
3	AON	Aon plc	64	$21,228
4	BRO	Brown & Brown, Inc.	84	$5,388

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$144,858	631	0.0%	Shares	Sole	2026-07-24
2026-03-31	$136,661	631	-0.6%	Shares	Sole	2026-04-24
2025-12-31	$164,331	635	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$198,543	641	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$203,916	637	0.0%	Shares	Sole	2025-08-05
2025-03-31	$219,917	637	+0.2%	Shares	Sole	2025-05-01
2024-12-31	$180,528	636	+29.8%	Shares	Sole	2025-01-31
2024-09-30	$137,871	490	-9.8%	Shares	Sole	2024-10-29
2024-06-30	$140,805	543	0.0%	Shares	Sole	2024-07-30
2024-03-31	$135,771	543	0.0%	Shares	Sole	2024-05-13
2023-12-31	$122,109	543	-3.6%	Shares	Sole	2024-01-31
2023-09-30	$128,324	563	0.0%	Shares	Sole	2023-11-01
2023-06-30	$123,617	563	+5.6%	Shares	Sole	2023-07-28
2023-03-31	$101,968	533	0.0%	Shares	Sole	2023-05-02
2022-12-31	$100,491	533	0.0%	Shares	Sole	2023-01-26
2022-09-30	$91,260	533	0.0%	Shares	Sole	2022-10-28
2022-06-30	$86,900	533	0.0%	Shares	Sole	2022-07-26
2022-03-31	$93,061	533	0.0%	Shares	Sole	2022-04-27
2021-12-31	$90,434	533	0.0%	Shares	Sole	2022-01-19
2021-09-30	$79,230	533	0.0%	Shares	Sole	2021-11-01
2021-06-30	$74,662	533	+1676.7%	Shares	Sole	2021-08-02
2021-03-31	$3,743	30	+200.0%	Shares	Sole	2021-04-30
2020-12-31	$1,237	10	0.0%	Shares	Sole	2021-01-29
2020-03-31	$815	10	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.