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UGI Corporation shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary Advisors investment in UGI Corporation

Tip: Access up to 7 years of quarterly data

All positions including UGI Corporation held by Gallagher Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 13k 33.26
2025-06-30 $885k 24k 36.42
2025-03-31 $944k 29k 33.07
2024-12-31 $811k 29k 28.23
2024-09-30 $646k 26k 25.02
2024-06-30 $657k 29k 22.90

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Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
State Street Corporation
Hanna Zanoni
LSV Asset Management
Snyder Capital Management
Geode Capital Management
Pictet Asset Management Holding SA
Neuberger Berman Group
Northern Trust
Invesco
Morgan Stanley
Captrust Financial Advisors
Dimensional Fund Advisors

View all funds holding UGI Corporation