Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,376
-$61,253 QoQ
Shares Held
31
-90.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,680
of 1,742 holders
Holding Since
Sep 2020
21 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,024,558 across 11 Insurance - Property & Casualty names. ALL ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,745 | $1,616,811 | |
| 2 | TRV |
Travelers Companies, Inc.
|
735 | $242,638 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
40 | $82,935 | |
| 4 | MKL |
Markel Group Inc.
|
12 | $23,436 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
241 | $23,379 | |
| 6 | STC |
Stewart Information Services Corp
|
173 | $11,421 | |
| 7 | AIZ |
Assurant, Inc.
|
29 | $7,787 | |
| 8 | PGR |
Progressive Corp/Oh/
|
34 | $7,427 |
All Filings in ALL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,376 | 31 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $68,629 | 331 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $64,942 | 312 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $66,970 | 312 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $62,406 | 310 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $63,570 | 307 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $58,993 | 306 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $58,032 | 306 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $103,619 | 649 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $113,840 | 658 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $92,526 | 661 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $9,247 | 83 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3 | 23 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3 | 23 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,118 | 23 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,864 | 23 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,942 | 39 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,401 | 39 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,588 | 39 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $19,897 | 181 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $17,039 | 181 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||