SEC 13F Intelligence

Cwc Advisors, LLC. / AMG

Cwc Advisors, LLC.’s Affiliated Managers Group Position

Does Cwc Advisors, LLC. own Affiliated Managers Group (AMG)? Yes — 11.3K shares worth $3M (+1.49% of its 13F portfolio) as of Q1 2026, down from 12.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
11.3K
% of Portfolio
+1.49%
Quarters Held
6
currently held

Position History AMG

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.3K$3M+1.49%
Q4 202512.0K$3M+1.67%
Q3 202516.3K$4M+1.90%
Q2 202516.5K$3M+1.67%
Q1 202516.0K$3M+1.53%
Q3 202410.7K$2M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cwc Advisors, LLC.’s full portfolio or all institutional holders of AMG.