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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Gradient Investments 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of AJG by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−62,271−100.0%Sold outHolders
Q2 202462,271$16.1M0.4%−1,771−2.8%ReducedHolders
Q1 202464,042$16.0M0.4%+64,021+304,861.9%AddedHolders
Q4 202321$4.78K<0.1%−6−22.2%ReducedHolders
Q3 202327$6.21K<0.1%−8−22.9%ReducedHolders
Q2 202335$7.74K<0.1%+7+25.0%AddedHolders
Q1 202328$5.41K<0.1%−12−30.0%ReducedHolders
Q4 202240$7.59K<0.1%−43−51.8%ReducedHolders
Q3 202283$14.0K<0.1%+35+72.9%AddedHolders
Q2 202248$8.00K<0.1%−20−29.4%ReducedHolders
Q1 202268$12.0K<0.1%−24−26.1%ReducedHolders
Q4 202192$16.0K<0.1%−28−23.3%ReducedHolders
Q3 2021120$18.0K<0.1%−160−57.1%ReducedHolders
Q2 2021280$39.0K<0.1%−88,519−99.7%ReducedHolders
Q1 202188,799$11.1M0.4%––Holders

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