Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$372,376
+$127,301 QoQ
Shares Held
1,565
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,116
of 1,742 holders
Holding Since
Sep 2024
8 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, 2026Connecticut Wealth Management, LLC holds $3,646,619 across 4 Insurance - Property & Casualty names. ALL ranks #4 (10.2% of the industry book) .
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,376 | 1,565 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $245,075 | 1,182 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $239,164 | 1,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,632 | 1,149 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $231,305 | 1,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $237,923 | 1,149 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $223,250 | 1,158 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $217,718 | 1,148 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||