Position in ALL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$57,018
-$223 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026BARRETT & COMPANY, INC. holds $735,540 across 4 Insurance - Property & Casualty names.
All Filings in ALL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,018 | 275 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,241 | 275 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $59,028 | 275 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $55,360 | 275 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $56,944 | 275 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $53,017 | 275 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $52,153 | 275 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $43,906 | 275 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $47,577 | 275 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $38,494 | 275 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $33,423 | 300 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $38,164 | 350 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,540 | 50 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,780 | 50 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $6,226 | 50 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||