Arthur J. Gallagher & Co. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $15.79M | 0.10% | 72,904 NS | $15.97B | FIGI |
| Stock Index Fund Northern Funds | — | $15.76M | 0.09% | 72,766 NS | $16.63B | FIGI |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $15.31M | 0.06% | 70,670 NS | $26.03B | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $15.23M | 0.16% | 70,330 NS | $9.23B | FIGI |
| BlackRock Enhanced Equity Dividend Trust — | — | $15.15M | 0.91% | 69,930 NS | $1.66B | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $15.07M | 0.33% | 69,564 NS | $4.50B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $14.83M | 0.09% | 68,493 NS | $17.05B | FIGI |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | — | $14.74M | 0.47% | 68,047 NS | $3.12B | FIGI |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | — | $14.08M | 0.55% | 65,028 NS | $2.55B | FIGI |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | — | $13.87M | 0.53% | 64,024 NS | $2.61B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $13.48M | 0.01% | 62,245 NS | $111.77B | FIGI |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | — | $12.94M | 1.08% | 59,739 NS | $1.20B | FIGI |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | — | $12.65M | 1.04% | 58,396 NS | $1.22B | FIGI |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $12.46M | 0.10% | 57,518 NS | $12.53B | FIGI |
| LVIP BlackRock Dividend Value Managed Volatil… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $12.39M | 0.65% | 57,203 NS | $1.92B | FIGI |
| JPMorgan Equity Index Fund JPMorgan Trust II | — | $12.30M | 0.10% | 56,781 NS | $12.42B | FIGI |
| AST Large-Cap Growth Portfolio Advanced Series Trust | — | $12.20M | 0.17% | 56,353 NS | $6.99B | FIGI |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $11.87M | 0.10% | 54,800 NS | $11.94B | FIGI |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | — | $11.80M | 1.09% | 54,465 NS | $1.09B | FIGI |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | — | $11.53M | 0.10% | 53,228 NS | $11.69B | FIGI |
| 500 Index Trust John Hancock Variable Insurance Trust | — | $11.41M | 0.10% | 52,693 NS | $11.62B | FIGI |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | — | $10.87M | 0.19% | 50,200 NS | $5.70B | FIGI |
| Buffalo Flexible Allocation Fund Buffalo Funds | — | $10.83M | 2.33% | 50,000 NS | $464.19M | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $10.80M | 0.05% | 49,844 NS | $21.49B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $10.62M | 0.09% | 49,015 NS | $11.74B | FIGI |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $10.60M | 0.89% | 48,955 NS | $1.19B | FIGI |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | — | $10.19M | 0.16% | 47,054 NS | $6.19B | FIGI |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | — | $10.16M | 1.18% | 46,900 NS | $864.07M | FIGI |
| Brown Advisory Sustainable Growth ETF ADVISORS' INNER CIRCLE III | BASG | $9.98M | 2.32% | 46,063 NS | $430.94M | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $9.80M | 0.72% | 45,267 NS | $1.35B | FIGI |
| Calvert Balanced Fund Calvert Social Investment Fund | — | $9.66M | 0.70% | 44,600 NS | $1.37B | FIGI |
| PSF Stock Index Portfolio Prudential Series Fund | — | $9.39M | 0.10% | 43,350 NS | $9.85B | FIGI |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, IN… | — | $9.36M | 0.54% | 43,221 NS | $1.75B | FIGI |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | — | $9.35M | 0.04% | 43,190 NS | $26.52B | FIGI |
| AST Large-Cap Equity Portfolio Advanced Series Trust | — | $9.28M | 0.53% | 42,868 NS | $1.77B | FIGI |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | — | $9.18M | 0.70% | 42,371 NS | $1.30B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $9.11M | 0.03% | 42,062 NS | $27.78B | FIGI |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | — | $9.02M | 0.10% | 41,643 NS | $9.17B | FIGI |
| T. Rowe Price Diversified Mid-Cap Growth Fund… T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH … | — | $8.71M | 0.20% | 40,200 NS | $4.26B | FIGI |
| JPMorgan U.S. GARP Equity Fund JPMorgan Trust I | — | $8.64M | 0.48% | 39,891 NS | $1.81B | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $8.55M | 0.32% | 39,500 NS | $2.64B | FIGI |
| iShares Russell Top 200 Value ETF iShares Trust | IWX | $8.51M | 0.25% | 39,312 NS | $3.41B | FIGI |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | — | $8.48M | 0.10% | 39,163 NS | $8.66B | FIGI |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $8.46M | 0.23% | 39,065 NS | $3.63B | FIGI |
| Cornerstone Strategic Investment Fund, Inc. — | — | $8.32M | 0.46% | 38,400 NS | $1.80B | FIGI |
| MidCap Account Principal Variable Contract Funds, Inc | — | $8.23M | 1.65% | 37,983 NS | $500.07M | FIGI |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | — | $8.09M | 0.66% | 37,341 NS | $1.22B | FIGI |
| Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | — | $8.01M | 0.83% | 36,976 NS | $970.64M | FIGI |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | KIE | $8.00M | 1.91% | 36,951 NS | $417.91M | FIGI |
| Nuveen S&P 500 Dynamic Overwrite Fund — | — | $7.91M | 0.31% | 36,502 NS | $2.53B | FIGI |