Position in ACT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,193,300
+$674,589 QoQ
Shares Held
69,860
+13.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#55
of 248 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $16,296,871 across 5 Insurance - Specialty names. ACT ranks #2 (19.6% of the industry book) .
All Filings in ACT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,193,300 | 69,860 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,518,711 | 61,718 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,963,924 | 49,544 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,775,947 | 46,321 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,510,964 | 40,672 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,126,386 | 32,414 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $799,753 | 24,699 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $706,509 | 19,447 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $270,985 | 8,691 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||