Position in ALL
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$414,887
-$14,110 QoQ
Shares Held
2,001
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Charter Oak Capital Management, LLC holds $1,167,527 across 3 Insurance - Property & Casualty names. ALL ranks #2 (35.5% of the industry book) .
All Filings in ALL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $414,887 | 2,001 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $428,997 | 2,061 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $441,105 | 2,055 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $413,289 | 2,053 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $448,927 | 2,168 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $235,396 | 1,221 | Shares | Sole | 2025-01-22 | |
| 2022-06-30 | $106,073 | 837 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $118,703 | 857 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $100,826 | 857 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $112,542 | 884 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $135,527 | 1,039 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $119,381 | 1,039 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $114,217 | 1,039 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||