GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AJG holding history

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

AJG overview All 13F holders of AJG Full Q2 2026 holdings

Shares (Q2 2026): 33,623
Value: $7.72M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of AJG by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,623	$7.72M	<0.1%	−4,602−12.0%	Reduced	Holders
Q1 2026	38,225	$8.28M	<0.1%	−4,865−11.3%	Reduced	Holders
Q4 2025	43,090	$11.2M	<0.1%	−165,800−79.4%	Reduced	Holders
Q3 2025	208,890	$64.7M	0.3%	−418−0.2%	Reduced	Holders
Q2 2025	209,308	$67.0M	0.3%	+2,632+1.3%	Added	Holders
Q1 2025	206,676	$71.4M	0.4%	+18,207+9.7%	Added	Holders
Q4 2024	188,469	$53.5M	0.3%	+3,718+2.0%	Added	Holders
Q3 2024	184,751	$52.0M	0.3%	−2,545−1.4%	Reduced	Holders
Q2 2024	187,296	$48.6M	0.4%	+3,317+1.8%	Added	Holders
Q1 2024	183,979	$46.0M	0.4%	−1,522−0.8%	Reduced	Holders
Q4 2023	185,501	$42.1M	0.4%	−7,594−3.9%	Reduced	Holders
Q3 2023	193,095	$44.0M	0.5%	−2,874−1.5%	Reduced	Holders
Q2 2023	195,969	$43.0M	0.5%	−10,294−5.0%	Reduced	Holders
Q1 2023	206,263	$39.5M	0.5%	−7,049−3.3%	Reduced	Holders
Q4 2022	213,312	$4.97M	0.1%	+2,645+1.3%	Added	Holders
Q3 2022	210,667	$36.1M	0.6%	−1,229−0.6%	Reduced	Holders
Q2 2022	211,896	$34.5M	0.6%	+1,512+0.7%	Added	Holders
Q1 2022	210,384	$36.7M	0.6%	+7,085+3.5%	Added	Holders
Q4 2021	203,299	$34.5M	0.5%	+12,089+6.3%	Added	Holders
Q3 2021	191,210	$28.4M	0.7%	+11,562+6.4%	Added	Holders
Q2 2021	179,648	$25.2M	0.7%	+7,848+4.6%	Added	Holders
Q1 2021	171,800	$21.4M	0.6%	–	–	Holders

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