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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

Y holding history

Alleghany Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

Y overviewAll 13F holders of YFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of Y by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−407−100.0%Sold outHolders
Q3 2022407$342.0K<0.1%−332−44.9%ReducedHolders
Q2 2022739$616.0K<0.1%+84+12.8%AddedHolders
Q1 2022655$555.0K<0.1%+37+6.0%AddedHolders
Q4 2021618$413.0K<0.1%+14+2.3%AddedHolders
Q3 2021604$377.0K<0.1%+105+21.0%AddedHolders
Q2 2021499$333.0K<0.1%+111+28.6%AddedHolders
Q1 2021388$243.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.