Gallagher Fiduciary Advisors, LLC Reduced Holdings in Q2 2025

Gallagher Fiduciary Advisors, LLC

  • $70.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-7
- 0.51%
$479.92 - $590.74 $3.36K - $4.14K
1.38K $773K
IWR
Ishares Russell Mid Cap ETF

ETFs
-89
- 2.55%
$74.88 - $91.97 $6.66K - $8.19K
3.4K $312K
AXP
American Express CO

Financial Services
-121
- 10.89%
$231.39 - $318.98 $28K - $38.6K
990 $315K
SAP
Sap Se

Technology
-54
- 5.57%
$237.53 - $309.8 $12.8K - $16.7K
915 $278K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.13K
- 4.08%
$22.92 - $28.05 $26K - $31.8K
26.6K $747K
IWN
Ishares Russell2000 Val ETF

ETFs
-93
- 1.73%
$131.84 - $157.76 $12.3K - $14.7K
5.29K $834K
APG
A Pi Group Corp

Industrials
-1.8K
- 22.81%
$32.2 - $51.23 $57.9K - $92.1K
6.08K $310K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-45
- 2.87%
$224.16 - $285.86 $10.1K - $12.9K
1.52K $435K
HON
Honeywell International Inc

Industrials
-55
- 2.16%
$182.86 - $232.88 $10.1K - $12.8K
2.49K $579K
KKR
Kkr & Co. Inc.

Financial Services
-26
- 0.9%
$92.79 - $134.29 $2.41K - $3.49K
2.87K $381K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-157
- 5.95%
$456.74 - $568.03 $71.7K - $89.2K
2.48K $1.41M
CFG
Citizens Financial Group Inc

Financial Services
-75
- 0.42%
$34.27 - $44.75 $2.57K - $3.36K
17.8K $798K
WFC
Wells Fargo & Company

Financial Services
-558
- 4.23%
$60.98 - $80.12 $34K - $44.7K
12.6K $1.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-567
- 8.01%
$498.8 - $620.9 $283K - $352K
6.51K $4.04M
GLW
Corning Inc

Technology
-872
- 5.16%
$39.07 - $52.59 $34.1K - $45.9K
16K $842K
GOOGL
Alphabet Inc.

Communication Services
-176
- 3.44%
$144.7 - $178.6 $25.5K - $31.4K
4.94K $871K
XLI
Industrial Sector Spdr

ETFs
-168
- 2.1%
$116.42 - $147.52 $19.6K - $24.8K
7.84K $1.16M
PLTR
Palantir Technologies Inc.

Technology
-451
- 13.39%
$74.01 - $144.25 $33.4K - $65.1K
2.92K $397K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-43
- 2.05%
$141.37 - $228.57 $6.08K - $9.83K
2.06K $466K
XLC
Select Sector Spdr Tr Communic

ETFs
-196
- 1.63%
$86.13 - $108.53 $16.9K - $21.3K
11.8K $1.28M
GOOG
Alphabet Inc.

Communication Services
-24
- 0.37%
$146.58 - $180.01 $3.52K - $4.32K
6.4K $1.14M
ORCL
Oracle Corp

Technology
-107
- 4.95%
$122.82 - $218.63 $13.1K - $23.4K
2.05K $449K
IVW
Ishares S&P 500 Growth ETF

ETFs
-194
- 1.95%
$82.96 - $110.1 $16.1K - $21.4K
9.75K $1.07M
NFLX
Netflix Inc

Communication Services
-4
- 0.63%
$855.86 - $1339.13 $3.42K - $5.36K
636 $851K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.57K
- 2.86%
$162.76 - $195.77 $418K - $503K
87.2K $17M
META
Meta Platforms, Inc.

Communication Services
-62
- 2.85%
$484.66 - $738.09 $30K - $45.8K
2.12K $1.56M
MSFT
Microsoft Corp

Technology
-256
- 4.15%
$354.56 - $497.45 $90.8K - $127K
5.91K $2.94M
XLK
Technology Sector Spdr

ETFs
-355
- 1.67%
$179.73 - $253.23 $63.8K - $89.9K
20.9K $5.28M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-948
- 3.02%
$180.84 - $240.32 $171K - $228K
30.5K $7.32M
VUG
Vanguard Growth ETF

ETFs
-691
- 3.65%
$329.49 - $438.4 $228K - $303K
18.2K $8M
IEFA
Ishares Tr

ETFs
-3.82K
- 1.19%
$67.83 - $84.09 $259K - $321K
318K $26.5M
BEN
Franklin Resources Inc

Financial Services
-14.3K
- 0.95%
$16.66 - $23.85 $238K - $340K
1.49M $35.4M
CBRE
Cbre Group, Inc.

Real Estate
-5.9K
- 0.63%
$113.94 - $140.12 $672K - $826K
931K $130M
DAL
Delta Air Lines, Inc.

Industrials
-116K
- 2.55%
$35.88 - $52.99 $4.15M - $6.14M
4.42M $218M
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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