HighMark Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

HighMark Wealth Management’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
2025 Q4	–	Sell	-21	Closed	-$6.5K	–	591
2025 Q3	$6.5K	Hold	21	–	–	﹤0.01%	359
2025 Q2	$6.72K	Sell	21 -4	-16%	-$1.32K	﹤0.01%	364
2025 Q1	$8.63K	Hold	25	–	–	0.01%	307
2024 Q4	$7.1K	Hold	25	–	–	﹤0.01%	338
2024 Q3	$7.03K	Sell	25 -3	-11%	-$846	﹤0.01%	354
2024 Q2	$7.26K	Buy	28 +6	+27%	+$1.49K	﹤0.01%	336
2024 Q1	$5.5K	Hold	22	–	–	﹤0.01%	365
2023 Q4	$4.95K	Hold	22	–	–	﹤0.01%	373
2023 Q3	$5.01K	Buy	+22	New	+$4.92K	﹤0.01%	348

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighMark Wealth Management's AJG Position: Q4 2025 in Review

HighMark Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 21 shares — an estimated $6.5K sold.

HighMark Wealth Management first reported a position in AJG in Q3 2023 and held it in 9 quarters. The position peaked at $8.63K in Q1 2025. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

HighMark Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 21 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $6.5K.
HighMark Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 9 quarters.
HighMark Wealth Management's Arthur J. Gallagher & Co position peaked at $8.63K in Q1 2025.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.