Waverly-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "OCUL",
  null,
  "VSGX",
  null,
  null,
  "HYT",
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,171
Total Value: 8198989293
Accession Number: 0001398344-25-009517
Form Type: 13F-HR
CIK: waverly-advisors
Manager Name: Waverly-Advisors

Data Enrichment

69% identified

808 identified363 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,171 positions • $8.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33734X200

Shares:27.7K

Value:$670.0K

% of Portfolio:0.0% ($670.0K/$8.2B)

74255Y888

Shares:35.6K

Value:$665.2K

% of Portfolio:0.0% ($665.2K/$8.2B)

PROASSURANCE CORP

PRA|74267C106

Shares:28.4K

Value:$663.9K

% of Portfolio:0.0% ($663.9K/$8.2B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:1.1K

Value:$663.3K

% of Portfolio:0.0% ($663.3K/$8.2B)

25434V724

Shares:16.1K

Value:$661.5K

% of Portfolio:0.0% ($661.5K/$8.2B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:3.9K

Value:$659.0K

% of Portfolio:0.0% ($659.0K/$8.2B)

464287523

Shares:3.5K

Value:$653.5K

% of Portfolio:0.0% ($653.5K/$8.2B)

FIRST HORIZON CORP

FHN|320517105

Shares:33.6K

Value:$652.6K

% of Portfolio:0.0% ($652.6K/$8.2B)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:15.6K

Value:$650.1K

% of Portfolio:0.0% ($650.1K/$8.2B)

Aon plc

AON|G0403H108

Shares:1.6K

Value:$647.3K

% of Portfolio:0.0% ($647.3K/$8.2B)

00162Q726

Shares:9.3K

Value:$644.1K

% of Portfolio:0.0% ($644.1K/$8.2B)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:18.8K

Value:$642.2K

% of Portfolio:0.0% ($642.2K/$8.2B)

72201R635

Shares:14.3K

Value:$641.1K

% of Portfolio:0.0% ($641.1K/$8.2B)

MERCADOLIBRE INC

MELI|58733R102

Shares:325

Value:$633.7K

% of Portfolio:0.0% ($633.7K/$8.2B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:6.5K

Value:$632.7K

% of Portfolio:0.0% ($632.7K/$8.2B)

00768Y818

Shares:5.7K

Value:$632.5K

% of Portfolio:0.0% ($632.5K/$8.2B)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:12.8K

Value:$632.5K

% of Portfolio:0.0% ($632.5K/$8.2B)

02072L565

Shares:5.6K

Value:$629.8K

% of Portfolio:0.0% ($629.8K/$8.2B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.8K

Value:$629.7K

% of Portfolio:0.0% ($629.7K/$8.2B)

92189H748

Shares:11.9K

Value:$627.1K

% of Portfolio:0.0% ($627.1K/$8.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X200)✕	27.7K	QoQ -2.05% (-581) YoY -8.64% (-2.6K)	All Managers (Combined)	$670.0K	0.0% ($670.0K/$8.2B)	QoQ +6.57% (-$41.4K) YoY -2.91% (-$20.1K)
(cusip74255Y888)✕	35.6K	QoQ NEW(+35.6K) YoY NEW(+35.6K)	All Managers (Combined)	$665.2K	0.0% ($665.2K/$8.2B)	QoQ NEW(+$665.2K) YoY NEW(+$665.2K)
PROASSURANCE CORP(PRAcusip74267C106)	28.4K	QoQ -0.01% (-5) YoY -3.02% (-886)	All Managers (Combined)	$663.9K	0.0% ($663.9K/$8.2B)	QoQ +46.73% (-$211.4K) YoY +76.08% (-$286.9K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	1.1K	QoQ +2.05% (+23) YoY NEW(+1.1K)	All Managers (Combined)	$663.3K	0.0% ($663.3K/$8.2B)	QoQ +0.03% (+$206) YoY NEW(+$663.3K)
(cusip25434V724)✕	16.1K	QoQ +0.35% (+56) YoY +15.67% (+2.2K)	All Managers (Combined)	$661.5K	0.0% ($661.5K/$8.2B)	QoQ +1.06% (+$7.0K) YoY +16.55% (+$94.0K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	3.9K	QoQ -18.20% (-867) YoY +11.63% (+406)	All Managers (Combined)	$659.0K	0.0% ($659.0K/$8.2B)	QoQ -8.26% (-$59.4K) YoY +41.90% (+$194.6K)
(cusip464287523)✕	3.5K	QoQ +105.99% (+1.8K) YoY +58.51% (+1.3K)	All Managers (Combined)	$653.5K	0.0% ($653.5K/$8.2B)	QoQ +79.87% (+$290.2K) YoY +32.00% (+$158.4K)
FIRST HORIZON CORP(FHNcusip320517105)	33.6K	QoQ +233.14% (+23.5K) YoY NEW(+33.6K)	All Managers (Combined)	$652.6K	0.0% ($652.6K/$8.2B)	QoQ +221.22% (+$449.4K) YoY NEW(+$652.6K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	15.6K	QoQ +24.46% (+3.1K) YoY +299.69% (+11.7K)	All Managers (Combined)	$650.1K	0.0% ($650.1K/$8.2B)	QoQ +35.69% (+$171.0K) YoY +204.85% (+$436.8K)
Aon plc(AONcusipG0403H108)	1.6K	QoQ +8.13% (+122) YoY +80.02% (+721)	All Managers (Combined)	$647.3K	0.0% ($647.3K/$8.2B)	QoQ +20.15% (+$108.6K) YoY +115.28% (+$346.6K)
(cusip00162Q726)✕	9.3K	QoQ 0.00% (-0) YoY NEW(+9.3K)	All Managers (Combined)	$644.1K	0.0% ($644.1K/$8.2B)	QoQ -4.56% (-$30.8K) YoY NEW(+$644.1K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	18.8K	QoQ +1.60% (+296) YoY +32.01% (+4.6K)	All Managers (Combined)	$642.2K	0.0% ($642.2K/$8.2B)	QoQ +8.24% (+$48.9K) YoY +47.29% (+$206.2K)
(cusip72201R635)✕	14.3K	QoQ +4.46% (+612) YoY +46.12% (+4.5K)	All Managers (Combined)	$641.1K	0.0% ($641.1K/$8.2B)	QoQ +3.69% (+$22.9K) YoY +43.24% (+$193.5K)
MERCADOLIBRE INC(MELIcusip58733R102)	325	QoQ +40.08% (+93) YoY NEW(+325)	All Managers (Combined)	$633.7K	0.0% ($633.7K/$8.2B)	QoQ +60.74% (+$239.5K) YoY NEW(+$633.7K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	6.5K	QoQ +3.44% (-216) YoY +165.15% (+4.0K)	All Managers (Combined)	$632.7K	0.0% ($632.7K/$8.2B)	QoQ -0.67% (-$4.3K) YoY +96.21% (+$310.2K)
(cusip00768Y818)✕	5.7K	QoQ +7.83% (+412) YoY NEW(+5.7K)	All Managers (Combined)	$632.5K	0.0% ($632.5K/$8.2B)	QoQ +3.31% (+$20.3K) YoY NEW(+$632.5K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	12.8K	QoQ +2.80% (+350) YoY -80.12% (-51.6K)	All Managers (Combined)	$632.5K	0.0% ($632.5K/$8.2B)	QoQ +2.70% (+$16.6K) YoY -84.90% (-$3.6M)
(cusip02072L565)✕	5.6K	QoQ +18.77% (+893) YoY NEW(+5.6K)	All Managers (Combined)	$629.8K	0.0% ($629.8K/$8.2B)	QoQ +20.07% (+$105.3K) YoY NEW(+$629.8K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.8K	QoQ +0.10% (+2) YoY NEW(+1.8K)	All Managers (Combined)	$629.7K	0.0% ($629.7K/$8.2B)	QoQ +21.76% (+$112.5K) YoY NEW(+$629.7K)
(cusip92189H748)✕	11.9K	QoQ +25.66% (+2.4K) YoY +115.19% (+6.4K)	All Managers (Combined)	$627.1K	0.0% ($627.1K/$8.2B)	QoQ +25.83% (+$128.7K) YoY +115.27% (+$335.8K)