GB

Gallagher Benefit Services, Inc.

13F
Gallagher Benefit Services, Inc.
Last update 2023-02-28 185 Stocks (0 new)
Value $472.00 Mil Turnover 0 %
Countries:
Top Holdings: AGG(6.51%)VBR(6.48%)IUSV(6.31%)VIOV(5.86%)SHYG(5.60%)
Summary Stock Picks Current Portfolio
Gallagher Benefit Services, In... Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
316,728
30,719.6
0%
6.510
0%
0.040
+1.67%
+3.51%
128,177.6
 
VBR
Vanguard Small Cap Value ETF
192,369
30,550.4
0%
6.480
0%
0.130
+16.63%
+4.37%
29,176.8
 
IUSV
ISHARES TRUST
421,717
29,787.0
0%
6.310
0%
0.240
+12.19%
+5.63%
21,384.7
 
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
351,700
27,620.1
0%
5.860
0%
2.200
+17.82%
-2.46%
1,248.2
 
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
645,888
26,410.4
0%
5.600
0%
0.440
+4.32%
+4.72%
6,888.0
 
IEFA
iShares Core MSCI EAFE ETF
427,020
26,321.5
0%
5.580
0%
0.030
+13.26%
+23.76%
147,406.1
 
DGRO
iShares Core Dividend Growth ETF
375,087
18,755.1
0%
3.980
0%
0.080
+12.30%
+8.16%
32,795.5
 
IGSB
iShares 1-3 Year Credit Bond ETF
364,162
18,142.8
0%
3.850
0%
0.070
+2.24%
+4.06%
21,638.1
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
386,682
18,058.3
0%
3.830
0%
0.030
+17.79%
+20.16%
100,677.8
 
VTV
Vanguard Value ETF
107,875
15,143.4
0%
3.210
0%
0.010
+11.03%
+7.76%
135,378.7
 

Gallagher Benefit Services, Inc.'s Historical Top Holdings Breakdowns

Gallagher Benefit Services, Inc. Total Holding History ($B)

To

Gallagher Benefit Services, Inc.'s Asset Allocation

To

Gallagher Benefit Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gallagher Benefit Services, Inc.'s Hypothetical Growth since 2022-12-31

Gallagher Benefit Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Gallagher Benefit Services, Inc.'s Holdings Heat Map

Size field:

Gallagher Benefit Services, Inc.'s Holdings Bubble Chart

Gallagher Benefit Services, Inc. News

  • 1

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