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Heartland Bank & Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Heartland Bank & 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 		$765K Buy
3,534
+629
+22% +$145K 0.17% 97
2025
Q4 		$752K Sell
2,905
-56
-2% -$14.8K 0.32% 68
2025
Q3 		$917K Buy
2,961
+12
+0.4% +$3.62K 0.38% 59
2025
Q2 		$944K Sell
2,949
-104
-3% -$34.3K 0.44% 51
2025
Q1 		$1.05M Buy
3,053
+518
+20% +$164K 0.54% 37
2024
Q4 		$720K Sell
2,535
-110
-4% -$32K 0.39% 61
2024
Q3 		$744K Sell
2,645
-93
-3% -$26.2K 0.4% 61
2024
Q2 		$710K Buy
2,738
+22
+0.8% +$5.46K 0.4% 58
2024
Q1 		$679K Sell
2,716
-21
-0.8% -$5.05K 0.39% 64
2023
Q4 		$615K Sell
2,737
-150
-5% -$35.5K 0.42% 67
2023
Q3 		$658K Buy
2,887
+48
+2% +$10.7K 0.52% 51
2023
Q2 		$623K Sell
2,839
-304
-10% -$63.3K 0.49% 59
2023
Q1 		$601K Buy
3,143
+186
+6% +$35.3K 0.45% 63
2022
Q4 		$558K Buy
+2,957
New +$553K 0.41% 62

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartland Bank & Trust's AJG Position: Q1 2026 in Review

Heartland Bank & Trust increased its Arthur J. Gallagher & Co (AJG) stake by 22% in Q1 2026, buying an estimated $145K and bringing the position to 3,534 shares worth $765K. The position accounts for 0.17% of the portfolio, ranked #97.

Heartland Bank & Trust first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Heartland Bank & Trust held 3,534 shares of Arthur J. Gallagher & Co worth $765K as of Q1 2026.
  • Heartland Bank & Trust bought 629 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $145K.
  • Arthur J. Gallagher & Co made up 0.17% of Heartland Bank & Trust's portfolio in Q1 2026, its #97 holding.
  • Heartland Bank & Trust first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
  • Heartland Bank & Trust's Arthur J. Gallagher & Co position peaked at $1.05M in Q1 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.