Gallagher Fiduciary Advisors, LLC Portfolio Holdings

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025

Gallagher Fiduciary Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mcdonalds Corp with a value of $1.39B, Pg&E Corp with a value of $302M, Delta Air Lines, Inc. with a value of $244M, Cbre Group, Inc. with a value of $144M, and Ishares Iboxx $ Investment Gra with a value of $38.6M.

Examining the 13F form we can see an decrease of $68.1B in the current position value, from $70.8B to 2.7B.

Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL

Below you can find more details about Gallagher Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.7 Billion
Consumer Cyclical: $1.4 Billion
ETFs: $449 Million
Utilities: $309 Million
Industrials: $255 Million
Real Estate: $152 Million
Financial Services: $53.4 Million
Technology: $18.7 Million
Basic Materials: $10.6 Million
Other: $29.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$508M
$743,000 0.03% of portfolio
26,279
Q3 2025 Added 1.0%
$1.31B
$856,000 0.03% of portfolio
22,172
Q3 2025 Added 2.85%
$1.33B
$643,000 0.02% of portfolio
77,403
Q3 2025 Reduced 4.06%
$973M
$506,000 0.02% of portfolio
7,647
Q3 2025 Added 1.74%
$398M
$472,000 0.02% of portfolio
81,736
Q3 2025 Added 2.0%
$599M
$510,000 0.02% of portfolio
122,425
Q3 2025 Reduced 0.25%
$474M
$456,000 0.02% of portfolio
40,832
Q3 2025 New
$842M
$399,000 0.01% of portfolio
19,249
Q3 2025 Added 1.62%
$1.09B
$224,000 0.01% of portfolio
6,685
Q3 2025 New
$1.06B
$154,000 0.01% of portfolio
47,247
Q3 2025 Reduced 7.17%
$1.73B
$367,000 0.01% of portfolio
24,045
Q3 2025 Added 0.72%
$1.54B
$277,000 0.01% of portfolio
10,538
Q3 2025 Reduced 14.82%
$1.09B
$391,000 0.01% of portfolio
14,355
Q3 2025 New
$699M
$257,000 0.01% of portfolio
47,392
Q3 2025 Added 1.23%
$1.43B
$274,000 0.01% of portfolio
7,212
Q3 2025 Reduced 0.88%
$876M
$345,000 0.01% of portfolio
28,720
Q3 2025 Added 1.37%
$647M
$289,000 0.01% of portfolio
174,312
Q3 2025 New
$636M
$397,000 0.01% of portfolio
25,734
Q3 2025 New
$431M
$106,000 0.0% of portfolio
32,162
Q3 2025 Reduced 1.19%
$362M
$27,000 0.0% of portfolio
21,673
Q3 2025 Added 1.81%
$1.3B
$107,000 0.0% of portfolio
20,832
Q3 2025 Added 2.22%
$1.38B
$126,000 0.0% of portfolio
22,119
Q3 2025 Reduced 2.72%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $2.7 Billion
  • Prior Value $70.8 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 153 stocks
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