Gallagher Fiduciary Advisors, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in UNH

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

Position Value

$399,836

+$124,376 QoQ

Shares Held

962

-5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,480

of 3,349 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $1,453,249 across 3 Healthcare Plans names. UNH ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp	6,492	$671,597
2	UNH	Unitedhealth Group Inc This page	962	$399,836
3	CI	Cigna Group	1,385	$381,816

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,836	962	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$275,460	1,018	-25.3%	Shares	Sole	2026-05-15
2025-12-31	$449,609	1,362	-6.4%	Shares	Sole	2026-02-17
2025-09-30	$502,411	1,455	+6.5%	Shares	Sole	2025-11-14
2025-06-30	$426,151	1,366	+56.5%	Shares	Sole	2025-08-14
2025-03-31	$457,233	873	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$443,133	876	+22.2%	Shares	Sole	2025-02-14
2024-09-30	$419,215	717	-16.7%	Shares	Sole	2024-11-14
2024-06-30	$438,472	861	0.0%	Shares	Sole	2024-08-14
2024-03-31	$425,936	861	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$462,767	879	+5.4%	Shares	Defined	2024-02-14
2023-09-30	$420,494	834	-61.1%	Shares	Defined	2023-11-14
2023-06-30	$1,030,492	2,144	-8.5%	Shares	Defined	2023-08-14
2023-03-31	$1,107,278	2,343	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.