Top 50 Gallagher Benefit Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 6.45% | 316.7K | $30.7M | new | โ | 2022-12-31 | |
| VBR | VANGUARD INDEX FDS | 6.42% | 192.4K | $30.6M | new | โ | 2022-12-31 | |
| IUSV | ISHARES TR | 6.26% | 421.7K | $29.8M | new | โ | 2022-12-31 | |
| VIOV | VANGUARD ADMIRAL FDS INC | 5.8% | 175.8K | $27.6M | new | โ | 2022-12-31 | |
| SHYG | ISHARES TR | 5.55% | 645.9K | $26.4M | new | โ | 2022-12-31 | |
| IEFA | ISHARES TR | 5.53% | 427.0K | $26.3M | new | โ | 2022-12-31 | |
| DGRO | ISHARES TR | 3.94% | 375.1K | $18.8M | new | โ | 2022-12-31 | |
| IGSB | ISHARES TR | 3.81% | 364.2K | $18.1M | new | โ | 2022-12-31 | |
| IEMG | ISHARES INC | 3.79% | 386.7K | $18.1M | new | โ | 2022-12-31 | |
| VTV | VANGUARD INDEX FDS | 3.18% | 107.9K | $15.1M | new | โ | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Gallagher Benefit Services, Inc. reports $475.96M in US-listed equity holdings across 186 positions in its most recent 13F filing. Its largest disclosed positions are AGG (6.5%), VBR (6.4%) and IUSV (6.3%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Gallagher Benefit Services, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1527782). View Gallagher Benefit Services, Inc.โs 13F filings on SEC