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
MCD
MCD

MCDONALDS CORP

COM
$1.39 B
51 %

4,576,008

PCG
PCG

PG&E CORP

COM
$302.40 M
11 %

20,052,912

DAL
DAL

DELTA AIR LINES INC DEL

COM NEW
$243.90 M
9 %

4,297,747

CBRE
CBRE

CBRE GROUP INC

CL A
$144.18 M
5 %

915,107

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
$38.61 M
1 %

346,385

BEN
BEN

FRANKLIN RESOURCES INC

COM
$33.04 M
1 %

1,428,504

KORP
KORP

AMERICAN CENTY ETF TR

DIVERSIFID CRP
$28.20 M
1 %

592,346

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$26.64 M
1 %

1,036,132

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$24.86 M
1 %

320,178

IGLB
IGLB

ISHARES TR

10+ YR INVST GRD
$24.18 M
1 %

469,065

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