HIGHLINE WEALTH PARTNERS LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2042654
SHERMAN OAKS, CA
Position in AJG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,264
+$1,767 QoQ
Shares Held
36
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,198
of 1,289 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $45,737 across 4 Insurance Brokers names. AJG ranks #3 (18.1% of the industry book) .
All Filings in AJG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,264 | 36 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,497 | 30 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $2,587 | 10 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,362 | 27 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,246 | 57 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $19,678 | 57 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,109 | 18 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,939 | 14 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,852 | 11 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||