Position in ACT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,376,277
+$990,117 QoQ
Shares Held
73,863
+26.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#52
of 248 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ACT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Specialty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $79,104,327 across 5 Insurance - Specialty names. ACT ranks #2 (4.3% of the industry book) .
All Filings in ACT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,376,277 | 73,863 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,386,160 | 58,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,508,500 | 38,055 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,303,866 | 34,008 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,028,200 | 27,677 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $833,791 | 23,994 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $634,648 | 19,600 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||