Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$267,682
+$55,988 QoQ
Shares Held
1,125
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,292
of 1,742 holders
Holding Since
Dec 2023
4 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, 2026Turtle Creek Wealth Advisors, LLC holds $13,279,104 across 5 Insurance - Property & Casualty names. ALL ranks #5 (2.0% of the industry book) .
All Filings in ALL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,682 | 1,125 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $211,694 | 1,021 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $212,503 | 990 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $35,554 | 254 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||