Position in ALL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,419,372
+$473,694 QoQ
Shares Held
10,168
+8.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#503
of 1,742 holders
Holding Since
Mar 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, 2026Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. ALL ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
140,818 | $3,672,532 | |
| 2 | ORI |
Old Republic International Corp
|
71,041 | $2,906,996 | |
| 3 | CB |
Chubb Ltd
|
7,893 | $2,689,459 | |
| 4 | ALL |
Allstate Corp
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|
10,168 | $2,419,372 | |
| 5 | PGR |
Progressive Corp/Oh/
|
10,042 | $2,193,674 | |
| 6 | TRV |
Travelers Companies, Inc.
|
5,966 | $1,969,495 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,555 | $658,172 | |
| 8 | CNA |
Cna Financial Corp
|
9,425 | $458,148 |
All Filings in ALL
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,419,372 | 10,168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,945,678 | 9,384 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,677,480 | 8,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,450,174 | 6,756 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,081,034 | 5,370 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,026,031 | 4,955 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $950,647 | 4,931 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $991,490 | 5,228 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $722,780 | 4,527 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $698,268 | 4,036 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $564,539 | 4,033 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $424,694 | 3,812 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $251,446 | 2,306 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $284,116 | 2,564 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $301,438 | 2,223 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $288,162 | 2,314 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $321,007 | 2,533 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $38,829 | 305 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $111,134 | 852 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $91,920 | 800 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $23,415 | 213 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $17,133 | 182 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,749 | 183 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $20,272 | 221 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||