Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,108,800
+$80,601 QoQ
Shares Held
4,660
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#732
of 1,742 holders
Holding Since
Mar 2022
18 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, 2026WADDELL & ASSOCIATES, LLC holds $5,028,435 across 6 Insurance - Property & Casualty names. ALL ranks #2 (22.1% of the industry book) .
All Filings in ALL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,800 | 4,660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,028,199 | 4,959 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,065,103 | 5,117 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,088,275 | 5,070 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,006,952 | 5,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $942,168 | 4,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $877,194 | 4,550 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $891,355 | 4,700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $754,074 | 4,723 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $799,306 | 4,620 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $646,707 | 4,620 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $514,714 | 4,620 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $503,764 | 4,620 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $538,758 | 4,862 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $645,320 | 4,759 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $575,328 | 4,620 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $585,492 | 4,620 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $638,531 | 4,610 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||