Position in ALL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,444,057
+$170,783 QoQ
Shares Held
6,069
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#646
of 1,742 holders
Holding Since
Mar 2020
26 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, 2026Forvis Mazars Wealth Advisors, LLC holds $7,116,295 across 4 Insurance - Property & Casualty names. ALL ranks #2 (20.3% of the industry book) .
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,444,057 | 6,069 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,273,274 | 6,141 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,250,565 | 6,008 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,289,617 | 6,008 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,385,415 | 6,882 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,435,409 | 6,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,347,987 | 6,992 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,335,515 | 7,042 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,139,014 | 7,134 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,279,235 | 7,394 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,209,987 | 8,644 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,193,423 | 10,712 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,601,034 | 14,683 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,586,245 | 14,315 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,927,147 | 14,212 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,734,453 | 13,928 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,776,120 | 14,015 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,638,573 | 11,830 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,085,556 | 9,227 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,119,946 | 8,797 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,107,957 | 8,494 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,000,779 | 8,710 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $926,819 | 8,431 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $668,394 | 7,100 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $583,200 | 6,013 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $358,847 | 3,912 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||