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
$161B
$5.42 Million 0.18% of portfolio
37,322
Q1 2025 Added 0.7%
$0
$5.08 Million 0.17% of portfolio
62,073
Q1 2025 Reduced 5.68%
$0
$5.06 Million 0.17% of portfolio
16,502
Q1 2025 Reduced 1.58%
$148B
$5.17 Million 0.17% of portfolio
19,006
Q1 2025 Reduced 1.79%
$0
$4.9 Million 0.16% of portfolio
48,741
Q1 2025 Reduced 7.96%
$7.23B
$3.89 Million 0.13% of portfolio
2,938
Q1 2025 Reduced 4.14%
$10.5B
$3.79 Million 0.12% of portfolio
24,745
Q1 2025 Reduced 6.29%
$0
$3.34 Million 0.11% of portfolio
17,753
Q1 2025 Reduced 57.91%
$14.8B
$2.99 Million 0.1% of portfolio
28,582
Q1 2025 Reduced 85.35%
$0
$3.05 Million 0.1% of portfolio
15,299
Q1 2025 Reduced 4.96%
$0
$2.99 Million 0.1% of portfolio
35,201
Q1 2025 Reduced 1.66%
$0
$3.18 Million 0.1% of portfolio
29,246
Q1 2025 Reduced 6.7%
$153B
$3.12 Million 0.1% of portfolio
52,464
Q1 2025 Added 0.47%
$73.3B
$2.71 Million 0.09% of portfolio
6,792
Q1 2025 Reduced 1.25%
$0
$2.79 Million 0.09% of portfolio
35,670
Q1 2025 Reduced 7.22%
$3.79B
$2.65 Million 0.09% of portfolio
5,092
Q1 2025 Reduced 3.47%
$732M
$2.44 Million 0.08% of portfolio
200,285
Q1 2025 Added 16.89%
$2.01B
$2.51 Million 0.08% of portfolio
23,049
Q1 2025 Reduced 1.31%
$14.4B
$2.38 Million 0.08% of portfolio
20,606
Q1 2025 Added 1.84%
$14.5B
$2.4 Million 0.08% of portfolio
6,463
Q1 2025 Added 4.11%
$4.39B
$2.5 Million 0.08% of portfolio
98,807
Q1 2025 Reduced 2.4%
$271M
$2.13 Million 0.07% of portfolio
172,855
Q1 2025 Reduced 1.92%
$647M
$2.09 Million 0.07% of portfolio
23,511
Q1 2025 Reduced 2.18%
$4.48B
$2.25 Million 0.07% of portfolio
19,994
Q1 2025 Reduced 91.38%
$0
$2.24 Million 0.07% of portfolio
49,018
Q1 2025 Reduced 3.69%
$74B
$2.02 Million 0.07% of portfolio
21,599
Q1 2025 Reduced 2.84%
$839M
$1.78 Million 0.06% of portfolio
30,795
Q1 2025 Reduced 1.24%
$0
$1.72 Million 0.06% of portfolio
29,260
Q4 2024 Reduced 6.7%
$2.8B
$1.96 Million 0.06% of portfolio
61,891
Q1 2025 Added 11.59%
$4.99B
$1.7 Million 0.06% of portfolio
48,899
Q1 2025 Reduced 4.59%
$3B
$1.88 Million 0.06% of portfolio
33,137
Q1 2025 Reduced 1.14%
$3.2B
$1.48 Million 0.05% of portfolio
13,327
Q1 2025 Reduced 0.42%
$2.04B
$1.56 Million 0.05% of portfolio
26,633
Q1 2025 Reduced 0.42%
$4.47B
$1.61 Million 0.05% of portfolio
11,689
Q1 2025 Reduced 27.75%
$3.39B
$1.54 Million 0.05% of portfolio
14,552
Q1 2025 Reduced 0.34%
$6.46B
$1.66 Million 0.05% of portfolio
45,904
Q1 2025 Reduced 0.4%
$301B
$1.47 Million 0.05% of portfolio
20,538
Q1 2025 Reduced 8.12%
$408M
$1.39 Million 0.05% of portfolio
76,671
Q1 2025 Reduced 4.71%
$5.7B
$1.38 Million 0.05% of portfolio
15,849
Q1 2025 Reduced 18.67%
$47.1B
$1.41 Million 0.05% of portfolio
11,044
Q1 2025 Reduced 2.56%
$6.91B
$1.6 Million 0.05% of portfolio
10,901
Q1 2025 Added 1.88%
$74.6B
$1.58 Million 0.05% of portfolio
19,770
Q1 2025 Reduced 0.33%
$210M
$1.15 Million 0.04% of portfolio
120,454
Q1 2025 Reduced 0.41%
$5.96B
$1.23 Million 0.04% of portfolio
18,730
Q1 2025 Reduced 95.53%
$673M
$1.36 Million 0.04% of portfolio
58,345
Q1 2025 Reduced 5.38%
$1.07B
$1.33 Million 0.04% of portfolio
16,829
Q1 2025 Reduced 0.36%
$0
$1.26 Million 0.04% of portfolio
4,883
Q4 2024 Added 2.89%
$533M
$1.28 Million 0.04% of portfolio
5,364
Q1 2025 Reduced 0.3%
$1.57B
$1.3 Million 0.04% of portfolio
148,145
Q1 2025 Reduced 6.09%

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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