Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$261,496
+$33,630 QoQ
Shares Held
1,099
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,307
of 1,742 holders
Holding Since
Mar 2022
9 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, 2026PATTEN & PATTEN INC/TN holds $29,984,140 across 3 Insurance - Property & Casualty names. ALL ranks #3 (0.9% of the industry book) .
All Filings in ALL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,496 | 1,099 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $227,866 | 1,099 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $239,164 | 1,149 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $246,632 | 1,149 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $240,766 | 1,196 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $247,655 | 1,196 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $230,576 | 1,196 | Shares | Sole | 2025-02-10 | |
| 2022-12-31 | $213,434 | 1,574 | Shares | Sole | 2023-02-01 | |
| 2022-03-31 | $311,924 | 2,252 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||