Gallagher Fiduciary Advisors, LLC

Q4 2025 13F Holdings

  • Location
    rolling meadows, IL
  • Num holdings

    325

  • Value ($000)

    $3,087,319

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MCD

MCDONALDS CORP

COM
$1.35B
44 %

4,426,061

PCG

PG&E CORP

COM
$312.19M
10 %

19,426,614

DAL

DELTA AIR LINES INC DEL

COM NEW
$280.47M
9 %

4,041,390

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$161.49M
5 %

481,663

CBRE

CBRE GROUP INC

CL A
$143.84M
5 %

894,599

SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$68.89M
2 %

2,626,353

VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$64.15M
2 %

845,731

IGLB

ISHARES TR

10+ YR INVST GRD
$63.79M
2 %

1,264,405

BEN

FRANKLIN RESOURCES INC

COM
$34.02M
1 %

1,424,072

LQD

ISHARES TR

IBOXX INV CP ETF
$31.78M
1 %

288,382

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