Position in ALL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$814,944
+$140,882 QoQ
Shares Held
3,425
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#814
of 1,742 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. ALL ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
51,950 | $17,701,442 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
8,519 | $2,809,651 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,521 | $1,492,472 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,089 | $1,330,142 | |
| 5 | MCY |
Mercury General Corp
|
10,983 | $1,171,007 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
20,000 | $1,167,000 | |
| 7 | AFG |
American Financial Group Inc
|
8,181 | $1,144,849 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
8,332 | $1,053,081 |
All Filings in ALL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,944 | 3,425 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $674,062 | 3,251 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $658,170 | 3,162 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $652,750 | 3,041 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $603,930 | 3,000 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $949,208 | 4,584 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,520,920 | 7,889 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,496,338 | 7,890 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,264,986 | 7,923 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $226,470 | 1,309 | Shares | Sole | 2024-04-18 | |
| 2022-09-30 | $332,246 | 2,668 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $764,055 | 6,029 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $430,350 | 3,107 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $406,598 | 3,456 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $389,950 | 3,063 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $429,408 | 3,292 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $610,119 | 5,310 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $415,975 | 3,784 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $419,205 | 4,453 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $297,953 | 3,072 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $359,214 | 3,916 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||