First Nebraska Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

First Nebraska Trust’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	$2.95M	Buy	13,604 +1,315	+11%	+$304K	0.27%	71
2025 Q4	$3.18M	Buy	12,289 +4,205	+52%	+$1.11M	0.29%	63
2025 Q3	$2.5M	Sell	8,084 -15	-0.2%	-$4.52K	0.23%	75
2025 Q2	$2.59M	Hold	8,099	–	–	0.25%	70
2025 Q1	$2.8M	Sell	8,099 -25	-0.3%	-$7.9K	0.28%	65
2024 Q4	$2.31M	Buy	8,124 +200	+3%	+$58.2K	0.22%	76
2024 Q3	$2.23M	Sell	7,924 -75	-0.9%	-$21.2K	0.22%	77
2024 Q2	$2.07M	Hold	7,999	–	–	0.21%	78
2024 Q1	$2M	Hold	7,999	–	–	0.21%	79
2023 Q4	$1.8M	Sell	7,999 -25	-0.3%	-$5.92K	0.21%	78
2023 Q3	$1.83M	Sell	8,024 -75	-0.9%	-$16.8K	0.23%	75
2023 Q2	$1.78M	Sell	8,099 -26	-0.3%	-$5.41K	0.21%	76
2023 Q1	$1.55M	Buy	8,125 +30	+0.4%	+$5.69K	0.2%	79
2022 Q4	$1.53M	Sell	8,095 -30	-0.4%	-$5.61K	0.2%	78
2022 Q3	$1.39M	Hold	8,125	–	–	0.2%	79
2022 Q2	$1.32M	Sell	8,125 -50	-0.6%	-$8.3K	0.17%	83
2022 Q1	$1.43M	Hold	8,175	–	–	0.17%	80
2021 Q4	$1.39M	Sell	8,175 -225	-3%	-$36.8K	0.17%	79
2021 Q3	$1.25M	Sell	8,400 -25	-0.3%	-$3.58K	0.16%	76
2021 Q2	$1.18M	Sell	8,425 -175	-2%	-$24.7K	0.15%	77
2021 Q1	$1.07M	Buy	8,600 +250	+3%	+$30.2K	0.14%	78
2020 Q4	$1.03M	Sell	8,350 -100	-1%	-$11.4K	0.15%	75
2020 Q3	$892K	Sell	8,450 -50	-0.6%	-$5.19K	0.15%	78
2020 Q2	$829K	Sell	8,500 -50	-0.6%	-$4.43K	0.15%	79
2020 Q1	$697K	Buy	+8,550	New	+$819K	0.15%	77

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

First Nebraska Trust's AJG Position: Q1 2026 in Review

First Nebraska Trust increased its Arthur J. Gallagher & Co (AJG) stake by 11% in Q1 2026, buying an estimated $304K and bringing the position to 13,604 shares worth $2.95M. The position accounts for 0.27% of the portfolio, ranked #71.

First Nebraska Trust first reported a position in AJG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.18M in Q4 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

First Nebraska Trust held 13,604 shares of Arthur J. Gallagher & Co worth $2.95M as of Q1 2026.
First Nebraska Trust bought 1,315 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $304K.
Arthur J. Gallagher & Co made up 0.27% of First Nebraska Trust's portfolio in Q1 2026, its #71 holding.
First Nebraska Trust first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 25 quarters since.
First Nebraska Trust's Arthur J. Gallagher & Co position peaked at $3.18M in Q4 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on First Nebraska Trust's 13F filing for Q1 2026, filed 1 Jun 2026.