Position in ACT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$981,713
+$107,278 QoQ
Shares Held
21,477
+0.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#86
of 248 holders
Holding Since
Jun 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, 2026Financial Strategies Group, Inc. holds $2,896,936 across 3 Insurance - Specialty names. ACT ranks #2 (33.9% 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 | $981,713 | 21,477 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $874,435 | 21,427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $818,883 | 20,658 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $763,311 | 19,909 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $662,718 | 17,839 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $587,587 | 16,909 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $451,571 | 13,946 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $389,166 | 10,712 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $300,253 | 9,793 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||