Canal Insurance CO SMR — NUSCALE POWER CL A ORD

Ownership history in Canal Insurance CO  ·  18 quarters on record

AI Ownership Summary

Canal Insurance CO reported NUSCALE POWER CL A ORD (SMR) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.97% in 2025 Q2. The latest visible filing shows SMR at 0.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canal Insurance CO's position in NUSCALE POWER CL A ORD, 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

SMR was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.97% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

SMR stock page Canal Insurance CO fund profile Canal Insurance CO full holdings
How Canal Insurance CO held SMR — position size vs. price
% of Fund (quarterly)    SMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 232,890 — 0% 0.54% $3K 2026-05-04 $12.18
2025 Q4 ADDED — — — 232,890 +60,000 +34.7% 0.80% $3K 2026-02-03 $17.88
2025 Q3 REDUCED 22.4% -59.8% ✅ 172,890 -50,000 -22.4% 1.33% $6K 2025-10-27 $38.71
2025 Q2 ADDED — — — 222,890 +222,390 +44478.0% 1.97% $9K 2025-07-30 $50.51
2025 Q1 REDUCED 99.8% +179.4% ❌ 500 -272,390 -99.8% 0.00% $14 2025-04-24 $16.56
2025 Q1 ADDED — — — 272,890 +272,380 +53407.8% 0.91% $4K 2025-04-24 $16.56
2024 Q4 REDUCED 99.8% -21.0% ✅ 510 -222,380 -99.8% 0.01% $45 2025-01-22 $25.57
2024 Q4 ADDED — — — 222,890 +6,890 +3.2% 1.04% $4K 2025-01-22 $25.57
2024 Q3 ADDED — — — 216,000 +56,000 +35.0% 0.58% $3K 2024-10-30 $20.80
2024 Q2 UNCHANGED — — — 160,000 — 0% 0.49% $2K 2024-08-01 $9.11
2024 Q1 UNCHANGED — — — 160,000 — 0% 0.22% $850 2024-04-25 $5.89
2023 Q4 UNCHANGED — — — 160,000 — 0% 0.15% $526 2024-01-23 $2.34
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMR

As of 2026 Q1 — sorted by position size

Samsung C&T Corp 100.0% CAZ INVESTMENTS LP 3Y 7Y 2.61% Trask Adam Roland 1.89% Once Capital Management, LLC 3Y 1.63% RPG Investment Advisory, LLC 3Y 7Y 1.36% DG Capital Management, LLC 3Y 7Y 0.84% Fox Hill Wealth Management 0.59% Worthington Financial Partners, LLC 0.5% MRP Capital Investments, LLC 3Y 0.49% Audent Global Asset Management, LLC 3Y 0.48%

FAQ About Canal Insurance CO and SMR

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

How long has Canal Insurance CO reported owning SMR?

Canal Insurance CO reported SMR across 12 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMR position in Canal Insurance CO's portfolio?

The largest reported portfolio weight for SMR was 1.97% in 2025 Q2.

What is the latest reported SMR position on this page?

The most recent filing on this page is 2026 Q1, when Canal Insurance CO reported 232,890 shares, equal to 0.54% of portfolio, with an estimated market value of $3K.

What does the chart on this SMR ownership page compare?

The chart compares Canal Insurance CO's quarterly SMR 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 Canal Insurance CO time their SMR position?

Based on 13F filing dates vs. subsequent SMR price moves, Canal Insurance CO correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on SMR relative to SPY over the holding period was -17.7%.

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