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

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