Gallagher Fiduciary Advisors

Latest statistics and disclosures from Gallagher Fiduciary Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are D, PCG, DAL, Cbre Group Inc Cl A, BEN, and represent 98.49% of Gallagher Fiduciary Advisors's stock portfolio.
  • Added to shares of these 3 stocks: DAL (+$230.45M), PCG (+$16.68M), BEN.
  • Started 1 new stock positions in DAL.
  • Reduced shares in these 4 stocks: IIVI, Cbre Group Inc Cl A, UNFI, Cleveland-cliffs Inc.
  • Sold out of its positions in IIVI.
  • Gallagher Fiduciary Advisors was a net buyer of stock by $243.59M.
  • Gallagher Fiduciary Advisors has $1.05B in assets under management (AUM), growing by 7.11%.

Portfolio Holdings for Gallagher Fiduciary Advisors

Companies in the Gallagher Fiduciary Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Dominion Resources (D) 42.16 6.13M 72.19
PG&E; Corporation (PCG) 26.93 31.45M +6% 8.99
Delta Air Lines (DAL) 21.95 8.08M NEW 28.53
Cbre Group Inc Cl A 4.66 1.30M 37.71
Franklin Resources (BEN) 2.79 1.75M +2% 16.69
United Natural Foods (UNFI) 0.98 1.12M -3% 9.18
Cleveland-cliffs Inc 0.53 1.41M -4% 3.95

Past Filings by Gallagher Fiduciary Advisors

View past SEC 13F filings by Gallagher Fiduciary Advisors

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