HIGHLINE WEALTH PARTNERS LLC AJG — GALLAGHER ARTHUR J & CO COM

Ownership history in HIGHLINE WEALTH PARTNERS LLC  ·  6 quarters on record

AI Ownership Summary

HIGHLINE WEALTH PARTNERS LLC reported GALLAGHER ARTHUR J & CO COM (AJG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows AJG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AJG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HIGHLINE WEALTH PARTNERS LLC's position in GALLAGHER ARTHUR J & CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AJG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AJG stock page HIGHLINE WEALTH PARTNERS LLC fund profile HIGHLINE WEALTH PARTNERS LLC full holdings
How HIGHLINE WEALTH PARTNERS LLC held AJG — position size vs. price
% of Fund (quarterly)    AJG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 30 +20 +200.0% 0.00% $6K 2026-04-06 $219.27
2025 Q4 REDUCED 63.0% -16.1% ✅ 10 -17 -63.0% 0.00% $3K 2026-01-15 $255.37
2025 Q3 REDUCED 52.6% -14.8% ✅ 27 -30 -52.6% 0.00% $8K 2025-10-14 $302.00
2025 Q2 UNCHANGED — — — 57 — 0% 0.01% $18K 2025-07-16 $307.49
2025 Q1 ADDED — — — 57 +39 +216.7% 0.01% $20K 2025-04-17 $325.99
2024 Q4 INITIATED — — — 18 — — 0.00% $5K 2025-01-10 $283.65

🏢 Other funds also holding AJG

As of 2026 Q1 — sorted by position size

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3Y 7Y 4.21% Guinness Asset Management LTD 3Y 7Y 3.36% Ayrshire Capital Management LLC 3Y 3.03% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.9% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.8% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 2.56% Cane Capital Partners, LLC 2.41% Welch Group, LLC 3Y 7Y 2.06% Renaissance Investment Group LLC 3Y 7Y 1.95% Sitrin Capital Management LLC 3Y 7Y 1.86%

FAQ About HIGHLINE WEALTH PARTNERS LLC and AJG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HIGHLINE WEALTH PARTNERS LLC reported owning AJG?

HIGHLINE WEALTH PARTNERS LLC reported AJG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AJG position in HIGHLINE WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for AJG was 0.01% in 2025 Q1.

What is the latest reported AJG position on this page?

The most recent filing on this page is 2026 Q1, when HIGHLINE WEALTH PARTNERS LLC reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this AJG ownership page compare?

The chart compares HIGHLINE WEALTH PARTNERS LLC's quarterly AJG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HIGHLINE WEALTH PARTNERS LLC time their AJG position?

Based on 13F filing dates vs. subsequent AJG price moves, HIGHLINE WEALTH PARTNERS LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on AJG relative to SPY over the holding period was -30.9%.

← Back to HIGHLINE WEALTH PARTNERS LLC Holdings