Gallagher Fiduciary Advisors, LLC Incresed Positions in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RF
Regions Financial Corp

Financial Services
526
+ 3.15%
$24.03 - $27.41 $12.6K - $14.4K
17.2K $453K
AROW
Arrow Financial Corp

Financial Services
260
+ 1.0%
$26.16 - $29.8 $6.8K - $7.75K
26.3K $743K
DTE
Dte Energy CO

Utilities
118
+ 3.17%
$130.26 - $141.49 $15.4K - $16.7K
3.84K $542K
CRC
California Resources Corp

Energy
107
+ 1.85%
$46.11 - $57.82 $4.93K - $6.19K
5.9K $313K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
540
+ 2.13%
$82.38 - $83.0 $44.5K - $44.8K
25.9K $2.15M
USB
Us Bancorp \De\

Financial Services
341
+ 3.6%
$43.94 - $50.41 $15K - $17.2K
9.82K $474K
SCHX
Schwab Strategic Tr Us Large C

ETFs
135
+ 0.62%
$24.46 - $26.5 $3.3K - $3.58K
22K $579K
SCHW
Schwab Charles Corp

Financial Services
341
+ 13.27%
$91.03 - $98.69 $31K - $33.7K
2.91K $277K
MAS
Masco Corp

Industrials
148
+ 2.93%
$64.44 - $76.07 $9.54K - $11.3K
5.21K $366K
DD
Du Pont De Nemours, Inc.

Basic Materials
34
+ 0.94%
$69.9 - $78.26 $2.38K - $2.66K
3.65K $284K
FTI
Technip Fmc PLC

Energy
130
+ 2.23%
$32.19 - $40.89 $4.18K - $5.32K
5.97K $235K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
129
+ 0.93%
$30.8 - $37.14 $3.97K - $4.79K
14K $475K
BANF
Bancfirst Corp

Financial Services
84
+ 1.16%
$119.95 - $136.48 $10.1K - $11.5K
7.34K $928K
MRVL
Marvell Technology, Inc.

Technology
80
+ 2.27%
$62.31 - $84.07 $4.98K - $6.73K
3.61K $303K
IWR
Ishares Russell Mid Cap ETF

ETFs
157
+ 4.62%
$92.26 - $97.51 $14.5K - $15.3K
3.55K $343K
SWX
Southwest Gas Holdings, Inc.

Utilities
95
+ 1.65%
$72.88 - $79.93 $6.92K - $7.59K
5.87K $459K
WTFC
Wintrust Financial Corp

Financial Services
68
+ 2.76%
$122.55 - $139.81 $8.33K - $9.51K
2.53K $335K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
150
+ 0.69%
$21.69 - $23.34 $3.25K - $3.5K
21.8K $506K
IJS
Ishares S&P Smallcap 600 Value

ETFs
9
+ 0.44%
$98.99 - $112.2 $891 - $1.01K
2.04K $225K
UBSI
United Bankshares Inc

Financial Services
280
+ 1.77%
$35.03 - $38.73 $9.81K - $10.8K
16.1K $599K
AME
Ametek Inc

Industrials
52
+ 2.68%
$176.44 - $192.03 $9.17K - $9.99K
1.99K $373K
STE
Steris PLC

Healthcare
28
+ 1.3%
$221.21 - $252.43 $6.19K - $7.07K
2.18K $539K
BRSP
Bright Spire Capital, Inc.

Real Estate
576
+ 1.23%
$4.91 - $5.94 $2.83K - $3.42K
47.4K $257K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
73
+ 0.75%
$31.31 - $34.54 $2.29K - $2.52K
9.87K $332K
CBU
Community Bank System, Inc.

Financial Services
27
+ 0.24%
$51.46 - $62.05 $1.39K - $1.68K
11.1K $649K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
104
+ 1.38%
$50.43 - $58.95 $5.24K - $6.13K
7.66K $409K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
647
+ 2.04%
$17.96 - $19.62 $11.6K - $12.7K
32.3K $602K
KRG
Kite Realty Group Trust

Real Estate
1.38K
+ 3.53%
$20.94 - $23.26 $28.8K - $32K
40.3K $898K
CEG
Constellation Energy Corp

Utilities
21
+ 1.69%
$298.82 - $354.89 $6.28K - $7.45K
1.27K $416K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
5
+ 0.24%
$220.33 - $265.97 $1.1K - $1.33K
2.05K $502K
AVO
Mission Produce, Inc.

Consumer Defensive
388
+ 1.37%
$11.74 - $13.08 $4.56K - $5.08K
28.7K $345K
COF
Capital One Financial Corp

Financial Services
55
+ 2.07%
$207.29 - $229.74 $11.4K - $12.6K
2.72K $577K
VCIT
Vanguard Intermediate Term Cor

ETFs
44
+ 1.07%
$81.75 - $84.54 $3.6K - $3.72K
4.14K $348K
BA
Boeing CO

Industrials
11
+ 0.96%
$209.79 - $237.38 $2.31K - $2.61K
1.16K $250K
FVD
First Tr Value Line Divid Inde

ETFs
1
+ 0.02%
$44.73 - $46.86 $44.7 - $46.9
4.63K $214K
GLNG
Golar Lng LTD

Energy
480
+ 3.14%
$39.16 - $45.56 $18.8K - $21.9K
15.8K $637K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
43
+ 0.18%
$23.54 - $23.97 $1.01K - $1.03K
23.5K $563K
DHR
Danaher Corp

Healthcare
9
+ 0.78%
$181.46 - $212.2 $1.63K - $1.91K
1.16K $229K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
385
+ 1.81%
$1.17 - $1.69 $450 - $651
21.7K $27K
Innovator Etfs Trust
4.78K
+ 2.53%
N/A
193K $0
Ferguson Enterprises Inc
43
+ 2.68%
N/A
1.65K $0
PEG
Public Service Enterprise Group Inc

Utilities
20
+ 0.75%
$79.99 - $90.14 $1.6K - $1.8K
2.69K $224K
Chimera Invt Corp
955
+ 2.36%
N/A
41.4K $0
KKR
Kkr & Co. Inc.

Financial Services
68
+ 2.37%
$129.95 - $152.16 $8.84K - $10.3K
2.94K $381K
J P Morgan Exchange Traded F
1.76K
+ 27.27%
N/A
8.19K $0
Blackrock ETF Trust
815
+ 7.1%
N/A
12.3K $0
ABT
Abbott Laboratories

Healthcare
40
+ 0.84%
$120.51 - $136.62 $4.82K - $5.46K
4.79K $641K
JBHT
Hunt J B Transport Services Inc

Industrials
35
+ 2.28%
$130.65 - $154.66 $4.57K - $5.41K
1.57K $211K
VSH
Vishay Intertechnology Inc

Technology
172
+ 0.72%
$13.76 - $17.88 $2.37K - $3.08K
24K $367K
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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