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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 $3,040,190,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mcdonalds Corp
 MCD 4,839,176 $1,511,613,422 49.72%
2.
Pg&E Corp
 PCG 20,739,894 $356,311,371 11.72%
3.
Delta Air Lines Inc.
 DAL 4,540,123 $197,949,354 6.51%
4.
Vanguard Index Fds
 488,320 $134,209,859 4.41%
5.
Cbre Group Inc.
 CBRE 937,085 $122,551,977 4.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)