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
+0.92%
+2.86%
127,509.9
 
VBR
Vanguard Small Cap Value ETF
192,369
30,550.4
0%
6.480
0%
0.130
+14.53%
+0.77%
28,051.8
 
IUSV
ISHARES TRUST
421,717
29,787.0
0%
6.310
0%
0.240
+9.74%
+3.46%
21,031.9
 
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
+16.06%
-5.83%
1,189.2
 
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
+2.72%
+0.33%
6,806.1
 
IEFA
iShares Core MSCI EAFE ETF
427,020
26,321.5
0%
5.580
0%
0.030
+11.80%
+19.02%
140,660.4
 
DGRO
iShares Core Dividend Growth ETF
375,087
18,755.1
0%
3.980
0%
0.080
+9.65%
+5.60%
32,114.4
 
IGSB
iShares 1-3 Year Credit Bond ETF
364,162
18,142.8
0%
3.850
0%
0.070
+1.94%
+3.59%
21,410.4
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
386,682
18,058.3
0%
3.830
0%
0.030
+17.72%
+17.45%
98,410.9
 
VTV
Vanguard Value ETF
107,875
15,143.4
0%
3.210
0%
0.010
+8.46%
+5.19%
131,706.9
 

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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