Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q3 2025

Gallagher Fiduciary Advisors, LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-2.04K
- 19.25%
$150.47 - $161.22 $308K - $330K
8.57K $1.32M
NXST
Nexstar Media Group, Inc.

Communication Services
-2.42K
- 51.71%
$176.71 - $211.31 $428K - $512K
2.26K $447K
JPM
Jpmorgan Chase & CO

Financial Services
-1.82K
- 21.66%
$282.78 - $316.06 $513K - $574K
6.57K $2.07M
CFG
Citizens Financial Group Inc

Financial Services
-9.11K
- 51.05%
$46.1 - $53.65 $420K - $489K
8.73K $464K
UPS
United Parcel Service Inc

Industrials
-2.27K
- 29.0%
$82.58 - $105.54 $188K - $240K
5.56K $464K
TFC
Truist Financial Corp

Financial Services
-8.19K
- 46.89%
$42.83 - $47.07 $351K - $386K
9.28K $424K
FRT
Federal Realty Investment Trust

Real Estate
-3.63K
- 47.2%
$90.61 - $102.67 $329K - $373K
4.06K $411K
SON
Sonoco Products CO

Consumer Cyclical
-7.16K
- 45.5%
$42.77 - $48.68 $306K - $348K
8.57K $369K
COLB
Columbia Banking System, Inc.

Financial Services
-15K
- 47.74%
$23.26 - $27.31 $348K - $409K
16.4K $421K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.53K
- 38.38%
$293.94 - $444.72 $743K - $1.12M
4.06K $1.8M
MRK
Merck & Co., Inc.

Healthcare
-4.07K
- 34.31%
$77.6 - $87.37 $315K - $355K
7.78K $653K
SPG
Simon Property Group Inc

Real Estate
-2.13K
- 47.75%
$159.93 - $187.67 $341K - $400K
2.33K $437K
FNF
Fidelity National Financial, Inc.

Financial Services
-5.56K
- 41.52%
$51.22 - $61.07 $285K - $339K
7.83K $473K
AES
Aes Corp

Utilities
-34.6K
- 50.35%
$10.77 - $13.94 $373K - $482K
34.1K $448K
PEP
Pepsico Inc

Consumer Defensive
-2.29K
- 39.56%
$133.81 - $152.16 $307K - $349K
3.5K $491K
CVX
Chevron Corp

Energy
-2.5K
- 23.53%
$145.57 - $161.83 $364K - $405K
8.13K $1.26M
EIX
Edison International

Utilities
-5.53K
- 42.95%
$50.42 - $56.35 $279K - $311K
7.34K $405K
PFE
Pfizer Inc

Healthcare
-12.2K
- 27.02%
$23.29 - $25.88 $284K - $315K
32.9K $837K
MCK
Mckesson Corp

Healthcare
-369
- 42.46%
$659.01 - $772.54 $243K - $285K
500 $386K
SJM
J M Smucker CO

Consumer Defensive
-2.89K
- 42.65%
$102.24 - $113.2 $296K - $328K
3.89K $422K
WELL
Welltower Inc.

Real Estate
-2.52K
- 28.55%
$150.71 - $178.14 $379K - $448K
6.3K $1.12M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-10.2K
- 34.25%
$25.29 - $28.33 $259K - $290K
19.7K $548K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-4.52K
- 5.29%
$42.75 - $43.37 $193K - $196K
80.9K $3.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-330
- 34.85%
$546.99 - $602.2 $181K - $199K
617 $370K
PM
Philip Morris International Inc.

Consumer Defensive
-400
- 10.33%
$157.77 - $183.27 $63.1K - $73.3K
3.47K $562K
ALIT
Alight, Inc.

Technology
-3.65K
- 7.17%
$3.07 - $5.98 $11.2K - $21.8K
47.2K $154K
IRT
Independence Realty Trust, Inc.

Real Estate
-4.27K
- 8.67%
$16.35 - $18.11 $69.7K - $77.3K
45K $736K
DIS
Walt Disney CO

Communication Services
-701
- 13.7%
$112.25 - $124.0 $78.7K - $86.9K
4.42K $505K
T
At&T Inc.

Communication Services
-3.32K
- 9.61%
$26.94 - $29.62 $89.5K - $98.5K
31.3K $883K
SPGI
S&P Global Inc.

Financial Services
-134
- 12.23%
$484.94 - $564.15 $65K - $75.6K
962 $468K
HON
Honeywell International Inc

Industrials
-250
- 10.04%
$207.7 - $240.4 $51.9K - $60.1K
2.24K $471K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-3.36K
- 11.81%
$7.48 - $11.55 $25.1K - $38.8K
25.1K $187K
IVE
Ishares S&P 500 Value ETF

ETFs
-757
- 15.88%
$194.44 - $206.51 $147K - $156K
4.01K $828K
EFV
Msci Eafe Value ETF

ETFs
-2.56K
- 14.75%
$62.79 - $68.42 $161K - $175K
14.8K $1.01M
CARR
Carrier Global Corp

Industrials
-441
- 8.35%
$58.75 - $80.73 $25.9K - $35.6K
4.84K $288K
GOOGL
Alphabet Inc.

Communication Services
-1.72K
- 34.88%
$174.36 - $254.72 $301K - $439K
3.22K $782K
CRWD
Crowd Strike Holdings, Inc.

Technology
-132
- 21.75%
$412.46 - $514.1 $54.4K - $67.9K
475 $232K
WERN
Werner Enterprises Inc

Industrials
-1.83K
- 14.82%
$26.03 - $29.98 $47.7K - $55K
10.5K $277K
AXP
American Express CO

Financial Services
-208
- 21.01%
$294.27 - $342.31 $61.2K - $71.2K
782 $259K
CMCSA
Comcast Corp

Communication Services
-71
- 0.66%
$31.41 - $36.33 $2.23K - $2.58K
10.7K $335K
AVNT
Avient Corp

Basic Materials
-1.35K
- 12.56%
$31.57 - $37.86 $42.6K - $51.1K
9.4K $309K
BALT
Innovator Etfs Tr
-2.18K
- 4.35%
$32.11 - $32.82 $69.9K - $71.4K
47.8K $1.57M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-399
- 14.46%
$85.01 - $90.35 $33.9K - $36K
2.36K $211K
ECL
Ecolab Inc.

Basic Materials
-133
- 4.85%
$259.39 - $285.47 $34.5K - $38K
2.61K $714K
EMR
Emerson Electric CO

Industrials
-93
- 2.7%
$128.6 - $149.63 $12K - $13.9K
3.35K $439K
PRU
Prudential Financial Inc

Financial Services
-26
- 0.57%
$100.68 - $109.89 $2.62K - $2.86K
4.55K $472K
SJW
Sjw Group

Utilities
-358
- 4.74%
N/A
7.19K $372K
BDN
Brandywine Realty Trust

Real Estate
-305
- 0.25%
$3.81 - $4.58 $1.16K - $1.4K
122K $510K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-197
- 8.03%
$101.12 - $106.18 $19.9K - $20.9K
2.26K $232K
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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