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

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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