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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE AJG holdings history

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ARTHUR J GALLAGHER & CO · CUSIP 363576109 · CIK 1013701

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE reported 66.34K AJG (shares), valued at $15.23M, or 4.22% of its reported non-derivative portfolio. Filed 2026-07-28.

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Portfolio weight and quantity history
Reported portfolio weight
4.22%
Shares
66.34K
66,344
Reported value
$15.23M
USD

Shares decreased 0.58%; reported value increased 5.38%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20264.22%66,344SEC filing ↗Filed Jul 28, 2026
Q1 20264.21%66,734SEC filing ↗Filed Apr 22, 2026
Q4 20254.95%64,329SEC filing ↗Filed Jan 20, 2026
Q3 20253.57%63,168SEC filing ↗Filed Oct 20, 2025
Q2 20253.95%66,293SEC filing ↗Filed Jul 25, 2025
Q1 20254.35%68,258SEC filing ↗Filed Apr 28, 2025
Q4 20243.80%71,015SEC filing ↗Filed Jan 23, 2025
Q3 20243.75%73,058SEC filing ↗Filed Oct 15, 2024
Q2 20243.72%74,276SEC filing ↗Filed Jul 29, 2024
Q1 20243.61%76,276SEC filing ↗Filed Apr 22, 2024
Q4 20233.55%76,919SEC filing ↗Filed Jan 29, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20233.55%76,919$17.30MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Jan 29, 2024
Q1 20243.61%76,276$19.07MShares decreased 0.84%; reported value increased 10.26%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2024
Q2 20243.72%74,276$19.26MShares decreased 2.62%; reported value increased 0.99%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 29, 2024
Q3 20243.75%73,058$20.56MShares decreased 1.64%; reported value increased 6.73%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 15, 2024
Q4 20243.80%71,015$20.16MShares decreased 2.80%; reported value decreased 1.94%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 23, 2025
Q1 20254.35%68,258$23.57MShares decreased 3.88%; reported value increased 16.91%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 28, 2025
Q2 20253.95%66,293$21.22MShares decreased 2.88%; reported value decreased 9.95%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 25, 2025
Q3 20253.57%63,168$19.57MShares decreased 4.71%; reported value decreased 7.80%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 20, 2025
Q4 20254.95%64,329$16.65MShares increased 1.84%; reported value decreased 14.91%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 20, 2026
Q1 20264.21%66,734$14.45MShares increased 3.74%; reported value decreased 13.18%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 22, 2026
Q2 20264.22%66,344$15.23MShares decreased 0.58%; reported value increased 5.38%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 28, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE · ARTHUR J GALLAGHER & CO

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.