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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.15 Million 0.08% of portfolio
25,949
Q3 2025 Added 2.13%
$0
$2.26 Million 0.08% of portfolio
20,127
Q3 2025 Added 1.12%
$1.29T
$1.8 Million 0.07% of portfolio
4,057
Q3 2025 Reduced 38.38%
$0
$2.02 Million 0.07% of portfolio
20,037
Q3 2025 Added 16.19%
$0
$1.93 Million 0.07% of portfolio
19,227
Q3 2025 Reduced 98.64%
$0
$1.57 Million 0.06% of portfolio
47,790
Q3 2025 Reduced 4.35%
$662B
$1.54 Million 0.06% of portfolio
3,063
Q3 2025 Added 1.66%
$0
$1.52 Million 0.06% of portfolio
2,489
Q3 2025 Added 0.28%
$346B
$1.32 Million 0.05% of portfolio
8,573
Q3 2025 Reduced 19.25%
$0
$1.36 Million 0.05% of portfolio
7,666
Q3 2025 Added 44.86%
$414B
$1.23 Million 0.05% of portfolio
5,320
Q3 2025 Added 1.31%
$303B
$1.26 Million 0.05% of portfolio
8,130
Q3 2025 Reduced 23.53%
$6.47B
$1.27 Million 0.05% of portfolio
19,236
Q3 2025 Added 129.27%
$44.1B
$1.45 Million 0.05% of portfolio
17,938
Q3 2025 Added 0.09%
$306B
$1.03 Million 0.04% of portfolio
15,577
Q3 2025 Reduced 22.76%
$89.8B
$1.12 Million 0.04% of portfolio
6,297
Q3 2025 Reduced 28.55%
$266B
$1.19 Million 0.04% of portfolio
4,215
Q3 2025 Added 1.98%
$0
$1.17 Million 0.04% of portfolio
19,802
Q3 2025 Added 24.41%
$0
$1.02 Million 0.04% of portfolio
55,973
Q3 2025 Reduced 98.48%
$0
$1.09 Million 0.04% of portfolio
5,606
Q3 2025 Reduced 99.77%
$9.27B
$1.03 Million 0.04% of portfolio
8,985
Q3 2025 Added 0.82%
$0
$1.08 Million 0.04% of portfolio
3,831
Q3 2025 Reduced 81.64%
$522B
$1.09 Million 0.04% of portfolio
5,904
Q3 2025 Reduced 2.32%
$172B
$1.14 Million 0.04% of portfolio
25,973
Q3 2025 Reduced 26.65%
$0
$958,000 0.04% of portfolio
20,510
Q3 2025 Reduced 99.39%
$1.37T
$1.03 Million 0.04% of portfolio
1,405
Q3 2025 Reduced 33.57%
$279B
$1.02 Million 0.04% of portfolio
9,927
Q3 2025 Reduced 0.34%
$0
$1.01 Million 0.04% of portfolio
14,824
Q3 2025 Reduced 14.75%
$5.54B
$691,000 0.03% of portfolio
3,957
Q3 2025 Added 1.33%
$2.54B
$854,000 0.03% of portfolio
5,256
Q3 2025 Added 0.96%
$181B
$883,000 0.03% of portfolio
31,279
Q3 2025 Reduced 9.61%
$0
$684,000 0.03% of portfolio
2,574
Q3 2025 Added 85.71%
$508M
$743,000 0.03% of portfolio
26,279
Q3 2025 Added 1.0%
$8.02B
$826,000 0.03% of portfolio
8,164
Q3 2025 Reduced 5.52%
$3.71B
$736,000 0.03% of portfolio
44,957
Q3 2025 Reduced 8.67%
$4.69B
$697,000 0.03% of portfolio
14,325
Q3 2025 Added 1.58%
$3.65B
$928,000 0.03% of portfolio
7,343
Q3 2025 Added 1.16%
$0
$828,000 0.03% of portfolio
4,011
Q3 2025 Reduced 15.88%
$4.93B
$898,000 0.03% of portfolio
40,310
Q3 2025 Added 3.53%
$0
$708,000 0.03% of portfolio
14,393
Q3 2025 Reduced 1.51%
$0
$717,000 0.03% of portfolio
13,815
Q3 2025 New
$0
$783,000 0.03% of portfolio
15,495
Q3 2025 Added 21.34%
$5.24B
$901,000 0.03% of portfolio
7,615
Q3 2025 Added 1.24%
$328B
$701,000 0.03% of portfolio
2,331
Q3 2025 Added 2.24%
$0
$854,000 0.03% of portfolio
28,841
Q3 2025 Added 8.28%
$2.13B
$931,000 0.03% of portfolio
28,564
Q3 2025 New
$0
$687,000 0.03% of portfolio
8,778
Q3 2025 Added 85.11%
$6.92B
$918,000 0.03% of portfolio
16,034
Q3 2025 Added 1.26%
$319B
$684,000 0.03% of portfolio
10,011
Q3 2025 Reduced 0.4%

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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