Anchor Capital Advisors LLC Portfolio Holdings

Anchor Capital Advisors LLC

  • $3.05 Billion
  • Q1 2025

Anchor Capital Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 241 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkley W R Corp with a value of $87.9M, Mckesson Corp with a value of $81.7M, Cboe Global Markets, Inc. with a value of $77.4M, Markel Corp with a value of $70.4M, and Pnc Financial Services Group, Inc. with a value of $62.3M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $3.25B to 3.05B.

Below you can find more details about Anchor Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.05 Billion
Financial Services: $658 Million
Industrials: $472 Million
Technology: $371 Million
Healthcare: $303 Million
Real Estate: $253 Million
Consumer Cyclical: $202 Million
ETFs: $200 Million
Utilities: $177 Million
Other: $418 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.7B
$87.9 Million 2.88% of portfolio
1,235,004
Q1 2025 Reduced 4.69%
$104B
$81.7 Million 2.67% of portfolio
121,369
Q1 2025 Reduced 4.2%
$24.5B
$77.4 Million 2.53% of portfolio
342,047
Q1 2025 Reduced 3.53%
$25.8B
$70.4 Million 2.3% of portfolio
37,658
Q1 2025 Reduced 5.94%
$71.2B
$62.3 Million 2.04% of portfolio
354,410
Q1 2025 Reduced 5.36%
$31.8B
$61.5 Million 2.01% of portfolio
343,833
Q1 2025 Reduced 1.54%
$112B
$57.5 Million 1.88% of portfolio
285,349
Q1 2025 Reduced 2.17%
$15.6B
$52.6 Million 1.72% of portfolio
817,694
Q1 2025 Reduced 5.92%
$16.7B
$51.5 Million 1.69% of portfolio
118,760
Q1 2025 Reduced 6.89%
$17.8B
$50.5 Million 1.65% of portfolio
301,395
Q1 2025 Reduced 4.37%
$152B
$50.1 Million 1.64% of portfolio
496,361
Q1 2025 Reduced 31.72%
$14.1B
$49.1 Million 1.61% of portfolio
4,712,307
Q1 2025 Added 14.99%
$24.4B
$48.5 Million 1.59% of portfolio
303,080
Q1 2025 Reduced 19.91%
$43.5B
$47.1 Million 1.54% of portfolio
452,097
Q1 2025 Added 41.54%
$46.6B
$47 Million 1.54% of portfolio
1,372,292
Q1 2025 New
$10.3B
$45.5 Million 1.49% of portfolio
400,320
Q1 2025 Reduced 3.87%
$34.9B
$45 Million 1.47% of portfolio
468,262
Q1 2025 New
$50.6B
$44.9 Million 1.47% of portfolio
713,735
Q1 2025 Added 13.43%
$23.2B
$44 Million 1.44% of portfolio
257,328
Q1 2025 Added 9.33%
$37.1B
$43.7 Million 1.43% of portfolio
180,228
Q1 2025 Reduced 4.13%
$18.7B
$43.4 Million 1.42% of portfolio
360,571
Q1 2025 Added 0.49%
$72.1B
$43.5 Million 1.42% of portfolio
125,979
Q1 2025 Reduced 4.94%
$15.1B
$42.4 Million 1.39% of portfolio
329,667
Q1 2025 Reduced 19.83%
$15.3B
$41.5 Million 1.36% of portfolio
81,708
Q1 2025 Reduced 4.16%
$53.1B
$39.5 Million 1.29% of portfolio
160,720
Q1 2025 Added 17.27%
$4.59B
$39.3 Million 1.29% of portfolio
536,977
Q1 2025 Added 11.31%
$11.9B
$38.7 Million 1.27% of portfolio
372,152
Q1 2025 Reduced 5.42%
$12.2B
$38.4 Million 1.26% of portfolio
363,578
Q1 2025 Added 123.37%
$21.4B
$38.1 Million 1.25% of portfolio
115,219
Q1 2025 Added 0.82%
$778B
$38.3 Million 1.25% of portfolio
156,140
Q1 2025 Reduced 3.55%
$41B
$37.1 Million 1.21% of portfolio
235,486
Q1 2025 Added 4.97%
$20.6B
$36.2 Million 1.19% of portfolio
433,882
Q1 2025 Reduced 19.65%
$4.26B
$36.5 Million 1.19% of portfolio
817,964
Q1 2025 Reduced 0.33%
$3.12B
$36.1 Million 1.18% of portfolio
917,337
Q1 2025 Added 1.21%
$5.83B
$35.3 Million 1.16% of portfolio
985,578
Q1 2025 Reduced 4.37%
$0
$34.9 Million 1.14% of portfolio
421,275
Q1 2025 Reduced 0.94%
$48.6B
$34 Million 1.11% of portfolio
454,698
Q1 2025 Reduced 19.08%
$14.7B
$33.3 Million 1.09% of portfolio
187,109
Q1 2025 Added 1.13%
$8.7B
$32.5 Million 1.06% of portfolio
497,529
Q1 2025 Reduced 7.81%
$11.2B
$32.5 Million 1.06% of portfolio
329,319
Q1 2025 Reduced 3.95%
$4.64B
$32.1 Million 1.05% of portfolio
214,175
Q1 2025 New
$56.7B
$31.6 Million 1.04% of portfolio
133,622
Q1 2025 Reduced 1.75%
$18B
$31.8 Million 1.04% of portfolio
267,185
Q1 2025 Added 41.02%
$35.2B
$28.8 Million 0.94% of portfolio
68,720
Q1 2025 Reduced 1.29%
$655B
$26.8 Million 0.88% of portfolio
50,293
Q1 2025 Reduced 4.92%
$401B
$25.6 Million 0.84% of portfolio
154,074
Q1 2025 Added 25.33%
$3.43T
$25.7 Million 0.84% of portfolio
68,368
Q1 2025 Reduced 3.82%
$197B
$24.7 Million 0.81% of portfolio
186,663
Q1 2025 Reduced 4.68%
$0
$24.4 Million 0.8% of portfolio
206,849
Q1 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $3.05 Billion
  • Prior Value $3.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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