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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
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

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Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
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Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary Advisors

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth