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Capital Advisors, Ltd. LLC

SEC CIK
0001597878
Latest filing
Jul 16, 2026

WRB holding history

Berkley W R Corp in every 13F filed by Capital Advisors, Ltd. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WRB overviewAll 13F holders of WRBFull Q2 2026 holdings

Shares (Q2 2026)
1,061
Value
$75.0K
% of portfolio
<0.1%
Quarters held
18
Since Q4 2021
Holdings of WRB by Capital Advisors, Ltd. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,061$75.0K<0.1%−207−16.3%ReducedHolders
Q1 20261,268$84.0K<0.1%+207+19.5%AddedHolders
Q4 20251,061$74.0K<0.1%00.0%UnchangedHolders
Q3 20251,061$81.0K<0.1%00.0%UnchangedHolders
Q2 20251,061$78.0K<0.1%00.0%UnchangedHolders
Q1 20251,061$76.0K<0.1%+5+0.5%AddedHolders
Q4 20241,056$62.0K<0.1%00.0%UnchangedHolders
Q3 20241,056$60.0K<0.1%+326+44.7%AddedHolders
Q2 2024730$57.0K<0.1%+14+2.0%AddedHolders
Q1 2024716$63.0K<0.1%+12+1.7%AddedHolders
Q4 2023704$50.0K<0.1%+35+5.2%AddedHolders
Q3 2023669$42.0K<0.1%00.0%UnchangedHolders
Q2 2023669$40.0K<0.1%+669NewHolders
Q1 20230$00.0%−681−100.0%Sold outHolders
Q4 2022681$1.00K<0.1%+668+5,138.5%AddedHolders
Q3 202213$1.00K<0.1%+7+116.7%AddedHolders
Q2 20226$00.0%+2+50.0%AddedHolders
Q1 20224$00.0%+1+33.3%AddedHolders
Q4 20213$00.0%+3NewHolders