Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$303,611
+$40,497 QoQ
Shares Held
1,276
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,217
of 1,742 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Destination Wealth Management holds $2,578,346 across 5 Insurance - Property & Casualty names. ALL ranks #4 (11.8% of the industry book) .
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,611 | 1,276 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,114 | 1,269 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $252,694 | 1,214 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $258,438 | 1,204 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $205,336 | 1,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $211,625 | 1,022 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||