Gallagher Fiduciary Advisors, LLC

All 13F Filings

Location
Rolling Meadows, IL
Most recent 13F
Q2 2026
Holdings value ($000)
3,038,741
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 356 3,038,741 13F-HR Gallagher Fiduciary Advisors, LLC
Q1 2026 5/15/2026 340 2,575,796 13F-HR Gallagher Fiduciary Advisors, LLC
Q4 2025 2/17/2026 325 3,087,319 13F-HR Gallagher Fiduciary Advisors, LLC
Q3 2025 11/14/2025 306 2,722,454 13F-HR Gallagher Fiduciary Advisors, LLC
Q2 2025 8/14/2025 327 2,584,148 13F-HR Gallagher Fiduciary Advisors, LLC
Q1 2014 5/13/2014 3 217,933 13F-HR Gallagher Fiduciary Advisors, LLC
Q4 2013 2/11/2014 3 225,383 13F-HR Gallagher Fiduciary Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.139 M 70.4% 0 101.5 K -101.5 K
ETFs 899.6 K 29.6% 564.6 K 0 564.6 K
Other 448 0.0% 0 55 -55
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
3,038,741
Holdings
356
QoQ value change ($000)
462,945 (18.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.