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High Note Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

High Note Wealth’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 		$17.3K Buy
80
+4
+5% +$924 ﹤0.01% 296
2025
Q4 		$19.7K Buy
76
+3
+4% +$794 ﹤0.01% 272
2025
Q3 		$22.6K Buy
73
+16
+28% +$4.82K ﹤0.01% 240
2025
Q2 		$18.2K Sell
57
-5
-8% -$1.65K ﹤0.01% 248
2025
Q1 		$21.4K Buy
62
+5
+9% +$1.58K 0.01% 231
2024
Q4 		$16.2K Buy
+57
New +$16.6K ﹤0.01% 251

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

High Note Wealth's AJG Position: Q1 2026 in Review

High Note Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 5.3% in Q1 2026, buying an estimated $924 and bringing the position to 80 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

High Note Wealth first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.6K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • High Note Wealth held 80 shares of Arthur J. Gallagher & Co worth $17.3K as of Q1 2026.
  • High Note Wealth bought 4 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $924.
  • Arthur J. Gallagher & Co made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #296 holding.
  • High Note Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Arthur J. Gallagher & Co position peaked at $22.6K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.