Position in ALL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$838,024
+$123,324 QoQ
Shares Held
3,522
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#807
of 1,742 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $2,283,700 across 3 Insurance - Property & Casualty names. ALL ranks #1 (36.7% of the industry book) .
All Filings in ALL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $838,024 | 3,522 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $714,700 | 3,447 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $722,696 | 3,472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $739,898 | 3,447 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $681,836 | 3,387 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $701,139 | 3,386 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $652,594 | 3,385 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $641,965 | 3,385 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $532,306 | 3,334 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $576,642 | 3,333 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $471,312 | 3,367 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||