CAL
PRHI

Capital Advisors Ltd’s Presurance Holdings PRHI Stock Holding History

Capital Advisors Ltd’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21
Closed – – 1402
2024
Q3 		$0 Sell
21
-35
-63% -$230 ﹤0.01% 1408
2024
Q2 		$0 Buy
+56
New +$372 ﹤0.01% 1416

Other funds holding PRHI

IR
IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Capital Advisors Ltd's PRHI Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Presurance Holdings (PRHI) in Q4 2024, closing a stake of 21 shares.

Capital Advisors Ltd first reported a position in PRHI in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 13 funds tracked by Wall St. Rank hold PRHI as of Q4 2024.

  • Capital Advisors Ltd reported no remaining Presurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Presurance Holdings shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in Presurance Holdings in Q2 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's Presurance Holdings position peaked at $0 in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Presurance Holdings as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.