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UnitedHealth shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $419k 717 584.35
2024-06-30 $439k 861 509.29
2024-03-31 $426k 861 494.50
2023-12-31 $463k 879 526.63
2023-09-30 $421k 834 504.15
2023-06-30 $1.0M 2.1k 481.21
2023-03-31 $1.1M 2.3k 473.48

More positions owned by Gallagher Fiduciary Advisors

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Gallagher Fiduciary Advisors

Top funds holding UnitedHealth

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Geode Capital Management
Royal Bank of Canada
Franklin Resources
Wells Fargo & Company
Alliancebernstein
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding UnitedHealth