Position in ALL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$838,690
-$34,499 QoQ
Shares Held
4,045
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.92383778437191.ToString("F0")%
Shared 0.ToString("F0")%
None 18.07616221562809.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $38,867,190 across 3 Insurance - Property & Casualty names. ALL ranks #2 (2.2% of the industry book) .
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $838,690 | 4,045 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $873,189 | 4,195 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $951,114 | 4,431 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $925,824 | 4,599 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $997,663 | 4,818 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $985,735 | 5,113 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,024,868 | 5,404 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $893,457 | 5,596 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,212,281 | 7,007 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,011,075 | 7,223 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $871,671 | 7,824 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $877,008 | 8,043 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $935,236 | 8,440 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,179,177 | 8,696 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,133,970 | 9,106 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,223,071 | 9,651 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,385,654 | 10,004 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,163,323 | 9,888 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,301,490 | 10,223 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $1,338,705 | 10,263 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $1,178,529 | 10,257 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $1,133,158 | 10,308 | Shares | Sole | 2022-01-18 | |
| 2020-09-30 | $729,396 | 7,748 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $768,644 | 7,925 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $996,920 | 10,868 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||