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Arthur J. Gallagher & Co. shares owned by KerberRose Wealth Management

Quarter-by-quarter ownership of Arthur J. Gallagher & Co. (AJG) shares owned by KerberRose Wealth Management from 13F filings

Historical chart of KerberRose Wealth Management investment in Arthur J. Gallagher & Co.

Tip: Access up to 7 years of quarterly data

All positions including Arthur J. Gallagher & Co. held by KerberRose Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Arthur J. Gallagher & Co. by KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $243k 1.5k 162.98

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Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
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Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding Arthur J. Gallagher & Co.

Vanguard Group
Norges Bank Investment Management
Massachusetts Financial Services
Jpmorgan Chase & Co
WCM Investment Management
Baillie Gifford & Co
Brown Advisory Holdings Incorporated
Charles Schwab Investment Management
Legal & General Group
Robeco Investment Management
Brown Brothers Harriman & Co.
Bank of New York Mellon
Mitsubishi UFJ Asset Management
Goldman Sachs Group
Wellington Management Company

View all funds holding Arthur J. Gallagher & Co.