Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Gallagher Benefit Services, Inc. 13F Holdings -- Portfolio & Top Positions (2022-12-31)

Gallagher Benefit Services, Inc. (CIK 1527782) reported $476.0M across 186 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: AGG ($30.7M, 6.45%), VBR ($30.6M, 6.42%), IUSV ($29.8M, 6.26%), VIOV ($27.6M, 5.80%), SHYG ($26.4M, 5.55%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AGGISHARES TR$30.7M6.45%316,728New
2VBRVANGUARD INDEX FDS$30.6M6.42%192,369New
3IUSVISHARES TR$29.8M6.26%421,717New
4VIOVVANGUARD ADMIRAL FDS INC$27.6M5.80%175,850New
5SHYGISHARES TR$26.4M5.55%645,888New
6IEFAISHARES TR$26.3M5.53%427,020New
7DGROISHARES TR$18.8M3.94%375,087New
8IGSBISHARES TR$18.1M3.81%364,162New
9IEMGISHARES INC$18.1M3.79%386,682New
10IUSGISHARES TR$15.1M3.18%185,535New
11VTVVANGUARD INDEX FDS$15.1M3.18%107,875New
12AHHXSTARBOARD INVT TR$14.4M3.02%1.7MNew
13AMAXSTARBOARD INVT TR$13.6M2.86%1.8MNew
14ISCGISHARES TR$12.4M2.60%343,099New
15VBKVANGUARD INDEX FDS$12.0M2.52%59,678New
16HDVISHARES TR$10.6M2.23%101,918New
17LQDHISHARES U S ETF TR$7.5M1.58%82,932New
18VUGVANGUARD INDEX FDS$6.8M1.42%31,709New
19IUSBISHARES TR$6.2M1.30%137,510New
20PFLPIMCO INCOME STRATEGY FD$4.8M1.02%595,899New
21USMVISHARES TR$4.6M0.96%63,658New
22DJANFIRST TR EXCHNG TRADED FD VI$4.2M0.89%139,873New
23XLKSELECT SECTOR SPDR TR$3.7M0.78%29,735New
24MTUMISHARES TR$3.5M0.74%24,048New
25FADFIRST TR MULTI CAP GROWTH AL$3.4M0.71%35,744New

Source: SEC Form 13F filings · as of 2022-12-31