Position in ALL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,313,499
+$1,279,821 QoQ
Shares Held
11,158
+46.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $7,471,790 across 4 Insurance - Property & Casualty names. ALL ranks #2 (31.0% of the industry book) .
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,313,499 | 11,158 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $1,033,678 | 7,623 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $951,160 | 7,638 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $716,404 | 5,653 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $853,637 | 6,163 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $783,901 | 6,663 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $853,868 | 6,707 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $874,861 | 6,707 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $789,937 | 6,875 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $757,747 | 6,893 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $835,304 | 8,873 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $857,876 | 8,845 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||