Position in ALL
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,448,269
-$650,923 QoQ
Shares Held
6,985
-30.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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, 2026Accurate Wealth Management, LLC holds $5,288,078 across 7 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
5,487 | $1,473,424 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,491 | $1,417,958 | |
| 3 | L |
Loews Corp
|
10,841 | $1,227,309 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,136 | $375,016 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
15,305 | $296,457 | |
| 6 | WRB |
Berkley W R Corp
|
3,644 | $257,011 | |
| 7 | CB |
Chubb Ltd
|
707 | $240,903 |
All Filings in ALL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,448,269 | 6,985 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,099,192 | 10,085 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,772,634 | 12,917 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,609,581 | 12,963 | Shares | Sole | 2025-07-15 | |
| 2022-12-31 | $25,899 | 191 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||