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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by W Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2022
Holdings of AJG by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−820−100.0%Sold outHolders
Q4 2025820$212.2K0.1%−117−12.5%ReducedHolders
Q3 2025937$290.2K0.2%+22+2.4%AddedHolders
Q2 2025915$292.9K0.2%+4+0.4%AddedHolders
Q1 2025911$314.5K0.2%−625−40.7%ReducedHolders
Q4 20241,536$436.0K0.3%+22+1.5%AddedHolders
Q3 20241,514$426.0K0.3%+36+2.4%AddedHolders
Q2 20241,478$383.3K0.3%+90+6.5%AddedHolders
Q1 20241,388$347.1K0.2%+15+1.1%AddedHolders
Q4 20231,373$308.8K0.2%+55+4.2%AddedHolders
Q3 20231,318$300.4K0.2%+30+2.3%AddedHolders
Q2 20231,288$282.8K0.2%00.0%UnchangedHolders
Q1 20231,288$246.4K0.2%−46−3.4%ReducedHolders
Q4 20221,334$251.5K0.2%+34+2.6%AddedHolders
Q3 20221,300$223.0K0.2%−5−0.4%ReducedHolders
Q2 20221,305$213.0K0.2%+18+1.4%AddedHolders
Q1 20221,287$225.0K0.2%+1,287NewHolders