Highline Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Highline Wealth Partners’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 Q2	$8.27K	Buy	36 +6	+20%	+$1.27K	﹤0.01%	689
2026 Q1	$6.5K	Buy	30 +20	+200%	+$4.62K	﹤0.01%	632
2025 Q4	$2.59K	Sell	10 -17	-63%	-$4.5K	﹤0.01%	796
2025 Q3	$8.36K	Sell	27 -30	-53%	-$9.04K	﹤0.01%	445
2025 Q2	$18.2K	Hold	57	–	–	0.01%	238
2025 Q1	$19.7K	Buy	57 +39	+217%	+$12.3K	0.01%	208
2024 Q4	$5.11K	Buy	18 +4	+29%	+$1.16K	﹤0.01%	336
2024 Q3	$3.94K	Buy	14 +3	+27%	+$846	﹤0.01%	374
2024 Q2	$2.85K	Buy	+11	New	+$2.73K	﹤0.01%	348

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highline Wealth Partners's AJG Position: Q2 2026 in Review

Highline Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, buying an estimated $1.27K and bringing the position to 36 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Highline Wealth Partners first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Highline Wealth Partners held 36 shares of Arthur J. Gallagher & Co worth $8.27K as of Q2 2026.
Highline Wealth Partners bought 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #689 holding.
Highline Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Highline Wealth Partners's Arthur J. Gallagher & Co position peaked at $19.7K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.