Gallagher Fiduciary Advisors, LLC

Position in KKR — KKR & Co. Inc.

CIK 1527781 ROLLING MEADOWS, IL

Position in KKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$287,271

-$3,179 QoQ

Shares Held

3,130

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#896

of 1,265 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $47,007,439 across 5 Asset Management names. KKR ranks #3 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEN	Franklin Resources Inc	1,379,739	$45,903,915
2	DBRG	DigitalBridge Group, Inc.	19,569	$308,798
3	KKR	KKR & Co. Inc. This page	3,130	$287,271
4	TROW	Price T Rowe Group Inc	2,345	$266,603
5	ARCC	Ares Capital Corp	12,998	$240,852

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,271	3,130	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$290,450	3,140	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$399,777	3,136	+6.8%	Shares	Sole	2026-02-17
2025-09-30	$381,403	2,935	+2.4%	Shares	Sole	2025-11-14
2025-06-30	$381,397	2,867	-0.9%	Shares	Sole	2025-08-14
2025-03-31	$334,459	2,893	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$421,099	2,847	+28.4%	Shares	Sole	2025-02-14
2024-09-30	$289,626	2,218	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.