Position in ALL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$393,076
-$244,287 QoQ
Shares Held
1,652
-46.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,085
of 1,742 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $6,911,753 across 3 Insurance - Property & Casualty names. ALL ranks #3 (5.7% of the industry book) .
All Filings in ALL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,076 | 1,652 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $637,363 | 3,074 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $704,587 | 3,385 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $763,939 | 3,559 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $803,025 | 3,989 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $890,815 | 4,302 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $904,956 | 4,694 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $827,822 | 4,365 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $712,083 | 4,460 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $957,956 | 5,537 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $357,508 | 2,554 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $523,627 | 4,700 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,647,181 | 51,790 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,261,037 | 47,478 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $6,574,701 | 48,486 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,010,191 | 48,263 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $11,869,278 | 93,658 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $14,114,584 | 101,903 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $11,002,510 | 93,519 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,073,832 | 47,709 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,941,020 | 45,546 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,960,577 | 43,173 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,657,844 | 42,371 | Shares | Sole | 2021-01-28 | |
| 2020-06-30 | $205,715 | 2,121 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||