Position in ALL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,372,023
+$302,770 QoQ
Shares Held
9,969
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#506
of 1,742 holders
Holding Since
Mar 2020
26 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, 2026HCR Wealth Advisors holds $3,436,349 across 3 Insurance - Property & Casualty names. ALL ranks #1 (69.0% of the industry book) .
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,023 | 9,969 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,069,253 | 9,980 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,095,654 | 10,068 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,128,254 | 9,915 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,996,391 | 9,917 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,053,513 | 9,917 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,912,284 | 9,919 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,881,138 | 9,919 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,583,667 | 9,919 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,716,086 | 9,919 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,388,461 | 9,919 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,109,643 | 9,960 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,086,038 | 9,960 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,103,667 | 9,960 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,350,576 | 9,960 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,240,318 | 9,960 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,262,230 | 9,960 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,379,559 | 9,960 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,171,794 | 9,960 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,268,007 | 9,960 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,299,182 | 9,960 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,144,404 | 9,960 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,094,902 | 9,960 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $937,634 | 9,960 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $966,020 | 9,960 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $935,829 | 10,202 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||