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Home > Institutional Investor > Gallagher Fiduciary Advisors, Llc > Profile

Instuitional Investor - Gallagher Fiduciary Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Gallagher Fiduciary Advisors, Llc
Portfolio Value $3,087,319,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mcdonalds Corp
 MCD 4,426,061 $1,352,736,958 43.82%
2.
Pg&E Corp
 PCG 19,426,614 $312,185,684 10.11%
3.
Delta Air Lines Inc.
 DAL 4,041,390 $280,472,465 9.08%
4.
Vanguard Index Fds
 481,663 $161,487,288 5.23%
5.
Cbre Group Inc.
 CBRE 894,599 $143,842,573 4.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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