Gallagher Fiduciary Advisors, LLC

Q3 2025 13F Holdings

  • Location
    rolling meadows, IL
  • Num holdings

    306

  • Value ($000)

    $2,722,454

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001527781
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MCD

MCDONALDS CORP

COM
580135101
$1.39B
51 %

4,576,008

P
PCG

PG&E CORP

COM
69331C108
$302.40M
11 %

20,052,912

D
DAL

DELTA AIR LINES INC DEL

COM NEW
247361702
$243.90M
9 %

4,297,747

C
CBRE

CBRE GROUP INC

CL A
12504L109
$144.18M
5 %

915,107

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$38.61M
1 %

346,385

B
BEN

FRANKLIN RESOURCES INC

COM
354613101
$33.04M
1 %

1,428,504

K
KORP

AMERICAN CENTY ETF TR

DIVERSIFID CRP
025072109
$28.20M
1 %

592,346

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$26.64M
1 %

1,036,132

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$24.86M
1 %

320,178

I
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$24.18M
1 %

469,065

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