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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q2 2026)
3,464
Value
$795.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AJG by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,464$795.2K<0.1%00.0%UnchangedHolders
Q1 20263,464$750.2K<0.1%−220−6.0%ReducedHolders
Q4 20253,684$953.4K<0.1%00.0%UnchangedHolders
Q3 20253,684$1.14M<0.1%−1,062−22.4%ReducedHolders
Q2 20254,746$1.52M<0.1%−40−0.8%ReducedHolders
Q1 20254,786$1.65M<0.1%−101−2.1%ReducedHolders
Q4 20244,887$1.39M<0.1%+10.0%AddedHolders
Q3 20244,886$1.37M<0.1%00.0%UnchangedHolders
Q2 20244,886$1.27M<0.1%−403−7.6%ReducedHolders
Q1 20245,289$1.32M<0.1%−277−5.0%ReducedHolders
Q4 20235,566$1.25M<0.1%+67+1.2%AddedHolders
Q3 20235,499$1.25M<0.1%+3+0.1%AddedHolders
Q2 20235,496$1.21M<0.1%+476+9.5%AddedHolders
Q1 20235,020$960.4K<0.1%00.0%UnchangedHolders
Q4 20225,020$946.5K<0.1%−250−4.7%ReducedHolders
Q3 20225,270$902.0K<0.1%00.0%UnchangedHolders
Q2 20225,270$860.0K<0.1%00.0%UnchangedHolders
Q1 20225,270$920.0K<0.1%+4+0.1%AddedHolders
Q4 20215,266$893.0K<0.1%00.0%UnchangedHolders
Q3 20215,266$783.0K<0.1%00.0%UnchangedHolders
Q2 20215,266$737.0K<0.1%−24−0.5%ReducedHolders
Q1 20215,290$660.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.