Gallagher Benefit Services, Inc.

Q4 2022 13F Holdings

  • Location
    rolling meadows, IL
  • Num holdings

    186

  • Value ($000)

    $475,962

  • Date Filed
    02/27/2023
  • Form type
    13F-HR
  • CIK
    0001527782
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG
AGG

ISHARES TR

CORE US AGGBD ET
$30.72M
7 %

316,728

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$30.55M
6 %

192,369

IUSV
IUSV

ISHARES TR

CORE S&P US VLU
$29.79M
6 %

421,717

VIOV
VIOV

VANGUARD ADMIRAL FDS INC

SMLCP 600 VAL
$27.62M
6 %

175,850

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
$26.41M
6 %

645,888

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$26.32M
6 %

427,020

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$18.76M
4 %

375,087

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$18.14M
4 %

364,162

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
$18.06M
4 %

386,682

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$15.14M
3 %

107,875

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