Position in ALL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$535,602
+$69,087 QoQ
Shares Held
2,251
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#957
of 1,742 holders
Holding Since
Dec 2021
16 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, 2026Modera Wealth Management, LLC holds $3,963,107 across 5 Insurance - Property & Casualty names. ALL ranks #4 (13.5% of the industry book) .
All Filings in ALL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,602 | 2,251 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $466,515 | 2,250 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $488,944 | 2,349 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $481,674 | 2,244 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $448,518 | 2,228 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $457,003 | 2,207 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $504,338 | 2,616 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $468,625 | 2,471 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $292,337 | 1,831 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $344,289 | 1,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $262,742 | 1,877 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $203,100 | 1,823 | Shares | Sole | 2023-11-30 | |
| 2022-12-31 | $224,282 | 1,654 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $216,806 | 1,741 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $220,636 | 1,741 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $660,251 | 5,612 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||