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
$1.3B
$1.1 Million 0.04% of portfolio
3,457
Q1 2025 Reduced 0.29%
$43.7B
$1.14 Million 0.04% of portfolio
7,871
Q1 2025 Reduced 96.41%
$688M
$1.29 Million 0.04% of portfolio
49,246
Q1 2025 Added 44.4%
$452B
$1.26 Million 0.04% of portfolio
10,557
Q1 2025 Added 0.54%
$1.14T
$1.18 Million 0.04% of portfolio
7,637
Q1 2025 Reduced 1.42%
$149B
$1.16 Million 0.04% of portfolio
3,128
Q2 2023 Reduced 8.22%
$319M
$1.35 Million 0.04% of portfolio
100,849
Q1 2025 Added 0.04%
$2.37B
$1.11 Million 0.04% of portfolio
15,518
Q1 2025 Reduced 0.5%
$7B
$1.13 Million 0.04% of portfolio
7,216
Q1 2025 Reduced 0.35%
$360M
$781,000 0.03% of portfolio
60,179
Q1 2025 Reduced 0.42%
$1.75B
$886,000 0.03% of portfolio
4,393
Q1 2025 Reduced 3.07%
$0
$994,000 0.03% of portfolio
12,163
Q4 2024 Reduced 39.09%
$79.5B
$872,000 0.03% of portfolio
6,969
Q1 2025 Reduced 0.54%
$0
$913,000 0.03% of portfolio
16,713
Q4 2024 Added 7.36%
$2.79B
$1.02 Million 0.03% of portfolio
9,133
Q1 2025 New
$1.17T
$978,000 0.03% of portfolio
6,265
Q2 2023 Reduced 5.43%
$163M
$908,000 0.03% of portfolio
46,543
Q1 2025 Reduced 14.0%
$0
$829,000 0.03% of portfolio
16,250
Q1 2025 Added 3.83%
$16.3B
$905,000 0.03% of portfolio
14,660
Q4 2024 Reduced 59.64%
$122B
$961,000 0.03% of portfolio
10,699
Q1 2025 Reduced 9.57%
$1.46B
$906,000 0.03% of portfolio
70,572
Q1 2025 Reduced 0.37%
$642B
$803,000 0.03% of portfolio
5,750
Q1 2025 Reduced 4.26%
$0
$959,000 0.03% of portfolio
6,358
Q1 2025 Reduced 1.32%
$87.9B
$944,000 0.03% of portfolio
14,470
Q1 2025 Reduced 2.14%
$2.32T
$512,000 0.02% of portfolio
2,695
Q1 2025 Reduced 2.18%
$177B
$544,000 0.02% of portfolio
2,800
Q4 2022 Reduced 76.88%
$280B
$642,000 0.02% of portfolio
10,409
Q1 2025 Reduced 7.51%
$79.9B
$543,000 0.02% of portfolio
2,190
Q4 2024 Reduced 4.78%
$118B
$556,000 0.02% of portfolio
5,298
Q1 2025 Reduced 4.66%
$929M
$511,000 0.02% of portfolio
22,676
Q1 2025 Added 61.58%
$88.6B
$729,000 0.02% of portfolio
3,062
Q1 2025 Added 1.29%
$40.3B
$555,000 0.02% of portfolio
6,206
Q1 2025 Reduced 0.37%
$0
$717,000 0.02% of portfolio
6,167
Q1 2025 Reduced 1.01%
$0
$469,000 0.02% of portfolio
4,749
Q4 2024 Reduced 64.95%
$15.9B
$681,000 0.02% of portfolio
1,500
Q3 2017 New
$6.32B
$575,000 0.02% of portfolio
5,127
Q1 2025 Reduced 9.85%
$39.2B
$522,000 0.02% of portfolio
2,335
Q2 2023 Reduced 18.92%
$266M
$643,000 0.02% of portfolio
29,080
Q1 2025 Reduced 38.71%
$6.05B
$477,000 0.02% of portfolio
1,960
Q1 2025 Reduced 97.98%
$6.55B
$709,000 0.02% of portfolio
6,680
Q1 2025 New
$738B
$633,000 0.02% of portfolio
767
Q2 2023 Reduced 48.0%
$0
$464,000 0.02% of portfolio
904
Q1 2025 Added 18.48%
$136B
$604,000 0.02% of portfolio
3,543
Q1 2025 Reduced 0.34%
$41.1B
$470,000 0.02% of portfolio
2,733
Q2 2024 New
$0
$527,000 0.02% of portfolio
1,920
Q1 2025 Reduced 13.51%
$0
$565,000 0.02% of portfolio
1,007
Q1 2025 Reduced 19.89%
$568M
$597,000 0.02% of portfolio
11,172
Q1 2025 Reduced 0.33%
$0
$374,000 0.01% of portfolio
5,100
Q1 2025 Added 10.87%
$17.2B
$248,000 0.01% of portfolio
673
Q1 2025 Reduced 3.03%

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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