Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$292,666
+$50,079 QoQ
Shares Held
1,230
+5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,246
of 1,752 holders
Holding Since
Sep 2024
7 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, 2026Root Financial Partners, LLC holds $1,287,861 across 3 Insurance - Property & Casualty names. ALL ranks #3 (22.7% of the industry book) .
All Filings in ALL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,666 | 1,230 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $242,587 | 1,170 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $232,503 | 1,117 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $296,860 | 1,383 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $261,322 | 1,262 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $221,515 | 1,149 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $253,182 | 1,335 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||