Gallagher Fiduciary Advisors, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.01 Billion distributed in 309 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mcdonalds Corp with a value of $1.51B, Pg&E Corp with a value of $356M, Delta Air Lines, Inc. with a value of $198M, Vanguard Total Stock Market Et with a value of $134M, and Cbre Group, Inc. with a value of $123M.

Examining the 13F form we can see an increase of $2.53B in the current position value, from $485M to 3.01B.

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 $3.01 Billion
Consumer Cyclical: $1.52 Billion
ETFs: $657 Million
Utilities: $365 Million
Industrials: $208 Million
Real Estate: $128 Million
Financial Services: $49.4 Million
Technology: $15.7 Million
Communication Services: $10.3 Million
Other: $32.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 309
  • Current Value $3.01 Billion
  • Prior Value $485 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 40 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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