Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$417,584
+$91,231 QoQ
Shares Held
1,755
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,055
of 1,742 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $2,772,938 across 4 Insurance - Property & Casualty names. ALL ranks #4 (15.1% of the industry book) .
All Filings in ALL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,584 | 1,755 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $326,353 | 1,574 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $314,098 | 1,509 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $333,351 | 1,553 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $311,627 | 1,548 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $319,716 | 1,544 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $299,788 | 1,555 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $318,991 | 1,682 | Shares | Defined | 2024-11-14 | |
| 2022-03-31 | $302,367 | 2,183 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,268,719 | 44,783 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $5,704,378 | 44,807 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $5,883,495 | 45,105 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $5,475,444 | 47,654 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,128,343 | 46,651 | Shares | Other | 2021-01-19 | |
| 2020-09-30 | $3,599,630 | 38,237 | Shares | Other | 2020-10-13 | |
| 2020-06-30 | $3,766,897 | 38,838 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,852,751 | 42,001 | Shares | Other | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||