GW&K Investment Management, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 11,564,692
- Description
- Boston Massachusetts based fiduciary portfolio advisory practice with a limited liability advisory organization and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, active stewardship and governance oversight, and credit underwriting and duration control for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio adaptability governance and risk accountability.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 1,001 | 11,564,692 | 13F-HR | GW&K Investment Management, LLC |
| Q3 2025 | 11/12/2025 | 1,004 | 11,302,336 | 13F-HR | GW&K Investment Management, LLC |
| Q2 2025 | 8/11/2025 | 996 | 11,171,932 | 13F-HR | GW&K Investment Management, LLC |
| Q2 2014 | 7/9/2014 | 226 | 3,949,110 | 13F-HR | GANNETT WELSH & KOTLER |
| Q1 2014 | 4/11/2014 | 222 | 3,729,249 | 13F-HR | GANNETT WELSH & KOTLER |
| Q4 2013 | 1/13/2014 | 220 | 3,670,725 | 13F-HR | GANNETT WELSH & KOTLER |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.48 M | 99.2% | 237.6 K | 0 | 237.6 K |
| ETFs | 89.28 K | 0.8% | 24.75 K | 0 | 24.75 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
11,564,692
Holdings
1001
QoQ value change ($000)
262,356
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.