Gallagher Fiduciary Advisors
Latest statistics and disclosures from Gallagher Fiduciary Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PCG, DAL, CBRE, BEN, CLF, and represent 100.00% of Gallagher Fiduciary Advisors's stock portfolio.
- Added to shares of these 1 stocks: CBRE.
- Reduced shares in these 4 stocks: PCG (-$480M), DAL, CLF, BEN.
- Gallagher Fiduciary Advisors was a net seller of stock by $-485M.
- Gallagher Fiduciary Advisors has $743M in assets under management (AUM), dropping by -23.66%.
- Central Index Key (CIK): 0001527781
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Portfolio Holdings for Gallagher Fiduciary Advisors
Gallagher Fiduciary Advisors holds 5 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| PG&E Corporation (PCG) | 54.1 | $402M | -54% | 25M | 16.26 | |
| Delta Air Lines (DAL) | 26.5 | $197M | -2% | 6.0M | 32.86 | |
| CBRE Group Cl A (CBRE) | 11.2 | $83M | 1.1M | 76.96 | ||
| Franklin Resources (BEN) | 6.2 | $46M | 1.8M | 26.38 | ||
| Cleveland-cliffs (CLF) | 2.0 | $15M | -2% | 917k | 16.11 |
Past Filings by Gallagher Fiduciary Advisors
SEC 13F filings are viewable for Gallagher Fiduciary Advisors going back to 2013
- Gallagher Fiduciary Advisors 2022 Q4 restated filed Feb. 27, 2023
- Gallagher Fiduciary Advisors 2022 Q4 filed Feb. 14, 2023
- Gallagher Fiduciary Advisors 2022 Q3 filed Nov. 14, 2022
- Gallagher Fiduciary Advisors 2022 Q2 filed Aug. 15, 2022
- Gallagher Fiduciary Advisors 2022 Q1 filed May 13, 2022
- Gallagher Fiduciary Advisors 2021 Q4 filed Feb. 14, 2022
- Gallagher Fiduciary Advisors 2021 Q3 filed Nov. 15, 2021
- Gallagher Fiduciary Advisors 2021 Q2 filed Aug. 13, 2021
- Gallagher Fiduciary Advisors 2021 Q1 filed May 14, 2021
- Gallagher Fiduciary Advisors 2020 Q4 filed Feb. 12, 2021
- Gallagher Fiduciary Advisors 2020 Q3 filed Nov. 13, 2020
- Gallagher Fiduciary Advisors 2020 Q2 filed Aug. 14, 2020
- Gallagher Fiduciary Advisors 2020 Q1 filed May 12, 2020
- Gallagher Fiduciary Advisors 2019 Q4 filed Feb. 14, 2020
- Gallagher Fiduciary Advisors 2019 Q3 filed Nov. 14, 2019
- Gallagher Fiduciary Advisors 2019 Q2 filed Aug. 14, 2019