Position in ACIC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,953
-$27 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 135 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACIC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. ACIC ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in ACIC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,953 | 176 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,980 | 176 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,222 | 176 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,004 | 176 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,957 | 176 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,036 | 176 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,368 | 176 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,983 | 176 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,856 | 176 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,881 | 176 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,664 | 176 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||