Avantax Planning Partners, Inc.

Position in ALL — Allstate Corp

CIK 1005441 DUBUQUE, IA

Position in ALL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$604,367

+$76,273 QoQ

Shares Held

2,540

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#908

of 1,742 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,953,025 across 5 Insurance - Property & Casualty names. ALL ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	2,540	$604,367
2	TRV	Travelers Companies, Inc.	1,735	$572,758
3	CB	Chubb Ltd	850	$289,629
4	ORI	Old Republic International Corp	6,934	$283,739
5	L	Loews Corp	1,789	$202,532

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,367	2,540	-0.3%	Shares	Sole	2026-07-28
2026-03-31	$528,094	2,547	+0.3%	Shares	Sole	2026-05-04
2025-12-31	$528,492	2,539	-2.3%	Shares	Sole	2026-02-05
2025-09-30	$557,875	2,599	+2.0%	Shares	Sole	2025-10-31
2025-06-30	$513,139	2,549	-0.4%	Shares	Sole	2025-08-11
2025-03-31	$529,892	2,559	0.0%	Shares	Sole	2025-04-29
2024-12-31	$493,349	2,559	+0.5%	Shares	Sole	2025-02-07
2024-09-30	$482,848	2,546	-15.9%	Shares	Sole	2024-11-14
2024-06-30	$483,290	3,027	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$522,490	3,020	0.0%	Shares	Sole	2024-05-03
2023-12-31	$422,739	3,020	-0.8%	Shares	Sole	2024-02-09
2023-09-30	$339,132	3,044	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$329,300	3,020	-1.6%	Shares	Sole	2023-07-18
2023-03-31	$340,186	3,070	-3.7%	Shares	Sole	2023-04-21
2022-12-31	$432,428	3,189	-0.8%	Shares	Sole	2023-02-10
2022-09-30	$400,239	3,214	-6.7%	Shares	Sole	2022-10-14
2022-06-30	$436,331	3,443	-5.8%	Shares	Sole	2022-07-18
2022-03-31	$506,254	3,655	+1.4%	Shares	Sole	2022-05-09
2021-12-31	$424,128	3,605	+25.6%	Shares	Sole	2022-01-28
2021-09-30	$365,379	2,870	-2.7%	Shares	Sole	2021-10-27
2021-06-30	$384,928	2,951	+2.8%	Shares	Sole	2021-08-10
2021-03-31	$329,763	2,870	+7.5%	Shares	Sole	2021-05-06
2020-12-31	$293,513	2,670	+6.7%	Shares	Sole	2021-02-04
2020-09-30	$235,538	2,502	-7.0%	Shares	Sole	2020-10-28
2020-06-30	$261,000	2,691	-2.4%	Shares	Sole	2020-07-15
2020-03-31	$252,807	2,756	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.