ATLAS CAPITAL ADVISORS INC. TKOMY — Tokio Marine Holdings Inc Adr

Ownership history in ATLAS CAPITAL ADVISORS INC.  ·  6 quarters on record

AI Ownership Summary

ATLAS CAPITAL ADVISORS INC. reported Tokio Marine Holdings Inc Adr (TKOMY) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows TKOMY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TKOMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATLAS CAPITAL ADVISORS INC.'s position in Tokio Marine Holdings Inc Adr, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TKOMY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TKOMY stock page ATLAS CAPITAL ADVISORS INC. fund profile ATLAS CAPITAL ADVISORS INC. full holdings
How ATLAS CAPITAL ADVISORS INC. held TKOMY — position size vs. price
% of Fund (quarterly)    TKOMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,375 -2,814 -67.2% 0.01% $65K 2026-05-11 $45.97
2025 Q4 REDUCED 34.8% +27.5% ❌ 4,189 -2,239 -34.8% 0.02% $155K 2026-02-13 $42.25
2025 Q2 REDUCED — — — 6,428 -113 -1.7% 0.03% $272K 2025-08-12 $43.66
2025 Q1 REDUCED 27.8% +9.0% ❌ 6,541 -2,516 -27.8% 0.03% $254K 2025-05-12 $41.45
2024 Q4 REDUCED — — — 9,057 -162 -1.8% 0.04% $326K 2025-02-12 $32.20
2024 Q3 INITIATED — — — 9,219 — — 0.05% $338K 2024-11-05 $36.26

🏢 Other funds also holding TKOMY

As of 2026 Q1 — sorted by position size

OPAL CAPITAL LLC 0.51% Canopy Partners, LLC 0.09% GRACE & WHITE INC /NY 3Y 7Y 0.04% PARADIGM ASSET MANAGEMENT CO LLC 3Y 7Y 0.03% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% GAMMA Investing LLC 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Salomon & Ludwin, LLC 3Y 7Y 0.01% RHUMBLINE ADVISERS 3Y 7Y 0.0% Westside Investment Management, Inc. 3Y 7Y 0.0%

FAQ About ATLAS CAPITAL ADVISORS INC. and TKOMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATLAS CAPITAL ADVISORS INC. reported owning TKOMY?

ATLAS CAPITAL ADVISORS INC. reported TKOMY across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported TKOMY position in ATLAS CAPITAL ADVISORS INC.'s portfolio?

The largest reported portfolio weight for TKOMY was 0.05% in 2024 Q3.

What is the latest reported TKOMY position on this page?

The most recent filing on this page is 2026 Q1, when ATLAS CAPITAL ADVISORS INC. reported 1,375 shares, equal to 0.01% of portfolio, with an estimated market value of $65K.

What does the chart on this TKOMY ownership page compare?

The chart compares ATLAS CAPITAL ADVISORS INC.'s quarterly TKOMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ATLAS CAPITAL ADVISORS INC. time their TKOMY position?

Based on 13F filing dates vs. subsequent TKOMY price moves, ATLAS CAPITAL ADVISORS INC. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on TKOMY relative to SPY over the holding period was -1.9%.

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