Gallagher Fiduciary Advisors, LLC - Portfolio overview

Gallagher Fiduciary Advisors, LLC has 352 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Utilities and Industrials.

Largest reported holdings by portfolio allocation

  1. PCG - PG&E CORP, 27.42%
  2. DAL - DELTA AIR LINES INC, 21.51%
  3. CBRE - CBRE GROUP INC, 10.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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