Gallagher Fiduciary Advisors, LLC Incresed Positions in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SWX
Southwest Gas Holdings, Inc.

Utilities
1.05K
+ 22.14%
$66.91 - $76.44 $70.1K - $80K
5.78K $429K
GTN
Gray Television Inc

Communication Services
15K
+ 22.97%
$3.2 - $4.64 $47.9K - $69.5K
80.1K $363K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
5.19K
+ 22.31%
$8.48 - $11.94 $44K - $61.9K
28.4K $294K
BAC
Bank Of America Corp

Financial Services
291
+ 2.49%
$34.39 - $47.46 $10K - $13.8K
12K $567K
CARR
Carrier Global Corp

Industrials
420
+ 8.64%
$55.55 - $75.83 $23.3K - $31.8K
5.28K $386K
EFG
Msci Eafe Growth ETF

ETFs
266
+ 6.64%
$89.8 - $112.0 $23.9K - $29.8K
4.27K $478K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.35K
+ 26.11%
$45.11 - $52.34 $60.8K - $70.5K
6.51K $340K
BDN
Brandywine Realty Trust

Real Estate
21.7K
+ 21.43%
$3.5 - $4.58 $75.8K - $99.2K
123K $526K
BSX
Boston Scientific Corp

Healthcare
263
+ 3.7%
$89.7 - $107.41 $23.6K - $28.2K
7.37K $791K
LUMN
Lumen Technologies, Inc.

Communication Services
11.4K
+ 22.17%
$3.07 - $4.51 $34.9K - $51.3K
62.7K $274K
VSH
Vishay Intertechnology Inc

Technology
4.27K
+ 21.76%
$10.57 - $15.97 $45.1K - $68.1K
23.9K $379K
MRVL
Marvell Technology, Inc.

Technology
156
+ 4.63%
$49.38 - $79.97 $7.7K - $12.5K
3.53K $272K
SPGI
S&P Global Inc.

Financial Services
86
+ 8.51%
$438.31 - $527.29 $37.7K - $45.3K
1.1K $577K
EBC
Eastern Bankshares, Inc.

Financial Services
6.08K
+ 22.58%
$14.18 - $16.5 $86.3K - $100K
33K $504K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
1.39K
+ 22.54%
$47.79 - $56.03 $66.4K - $77.9K
7.56K $389K
RF
Regions Financial Corp

Financial Services
1.26K
+ 8.18%
$18.34 - $23.52 $23.1K - $29.7K
16.7K $392K
MTH
Meritage Homes Corp

Consumer Cyclical
1.13K
+ 22.84%
$62.44 - $71.44 $70.6K - $80.7K
6.08K $406K
SJW
Sjw Group

Utilities
1.4K
+ 22.68%
$50.1 - $56.8 $69.9K - $79.3K
7.55K $391K
CRC
California Resources Corp

Energy
1.03K
+ 21.71%
$32.4 - $47.27 $33.5K - $48.8K
5.79K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 0.64%
$108.12 - $135.04 $2.59K - $3.24K
3.8K $513K
STE
Steris PLC

Healthcare
102
+ 4.97%
$208.55 - $252.55 $21.3K - $25.8K
2.15K $517K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
182
+ 0.85%
$17.76 - $22.1 $3.23K - $4.02K
21.6K $477K
WTFC
Wintrust Financial Corp

Financial Services
204
+ 9.03%
$95.17 - $124.21 $19.4K - $25.3K
2.46K $305K
ABT
Abbott Laboratories

Healthcare
250
+ 5.56%
$123.95 - $138.08 $31K - $34.5K
4.75K $645K
CAT
Caterpillar Inc

Industrials
2
+ 0.25%
$273.94 - $388.21 $548 - $776
792 $307K
AME
Ametek Inc

Industrials
159
+ 8.94%
$151.41 - $182.75 $24.1K - $29.1K
1.94K $350K
WERN
Werner Enterprises Inc

Industrials
2.27K
+ 22.42%
$24.66 - $30.08 $55.9K - $68.2K
12.4K $338K
KBH
Kb Home

Consumer Cyclical
1.39K
+ 23.02%
$50.15 - $58.93 $69.8K - $82K
7.43K $393K
USB
Us Bancorp \De\

Financial Services
301
+ 3.28%
$36.4 - $45.76 $11K - $13.8K
9.48K $428K
ALIT
Alight, Inc.

Technology
9.07K
+ 21.69%
$4.69 - $5.89 $42.5K - $53.4K
50.9K $288K
CI
Cigna Corp

Healthcare
112
+ 9.45%
$301.89 - $340.04 $33.8K - $38.1K
1.3K $428K
ES
Eversource Energy

Utilities
375
+ 5.08%
$54.25 - $65.89 $20.3K - $24.7K
7.76K $493K
COLB
Columbia Banking System, Inc.

Financial Services
3.38K
+ 12.08%
$20.71 - $25.63 $70K - $86.6K
31.3K $732K
EIX
Edison International

Utilities
2.18K
+ 20.39%
$48.32 - $59.92 $105K - $131K
12.9K $663K
GPC
Genuine Parts CO

Consumer Cyclical
199
+ 6.74%
$105.54 - $129.09 $21K - $25.7K
3.15K $382K
FAST
Fastenal CO

Industrials
4.33K
+ 100.16%
$40.65 - $83.16 $176K - $360K
8.65K $363K
AVNT
Avient Corp

Basic Materials
1.96K
+ 22.34%
$28.93 - $39.01 $56.8K - $76.6K
10.7K $347K
BRSP
Bright Spire Capital, Inc.

Real Estate
7.92K
+ 20.35%
$4.3 - $5.59 $34K - $44.3K
46.8K $236K
WD
Walker & Dunlop, Inc.

Financial Services
1.1K
+ 26.45%
$66.0 - $85.06 $72.4K - $93.3K
5.24K $369K
IRT
Independence Realty Trust, Inc.

Real Estate
8.98K
+ 22.32%
$17.41 - $21.38 $156K - $192K
49.2K $870K
DTE
Dte Energy CO

Utilities
270
+ 7.83%
$127.39 - $139.49 $34.4K - $37.7K
3.72K $492K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
5.14K
+ 28.93%
$9.31 - $12.72 $47.8K - $65.3K
22.9K $220K
PRU
Prudential Financial Inc

Financial Services
286
+ 6.66%
$95.12 - $112.71 $27.2K - $32.2K
4.58K $492K
XEL
Xcel Energy Inc

Utilities
858
+ 5.03%
$65.65 - $72.39 $56.3K - $62.1K
17.9K $1.22M
CMCSA
Comcast Corp

Communication Services
631
+ 6.24%
$32.84 - $36.72 $20.7K - $23.2K
10.7K $383K
JBHT
Hunt J B Transport Services Inc

Industrials
111
+ 7.78%
$124.73 - $152.78 $13.8K - $17K
1.54K $220K
VCIT
Vanguard Intermediate Term Cor

ETFs
42
+ 1.04%
$79.56 - $82.92 $3.34K - $3.48K
4.1K $339K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
100
+ 4.25%
$90.85 - $102.31 $9.09K - $10.2K
2.45K $247K
DHR
Danaher Corp

Healthcare
80
+ 7.48%
$174.64 - $205.16 $14K - $16.4K
1.15K $226K
Activity Summary
Buys All Purchases 229 New Holdings 41 Increased Positions 188 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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