BAR HARBOR WEALTH MANAGEMENT

Position in ALL — Allstate Corp

CIK 1035463 CONCORD, NH

Position in ALL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$265,065

+$7,342 QoQ

Shares Held

1,114

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,299

of 1,742 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $8,275,457 across 5 Insurance - Property & Casualty names. ALL ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	19,402	$6,611,037
2	PGR	Progressive Corp/Oh/	2,668	$582,824
3	TRV	Travelers Companies, Inc.	1,627	$537,105
4	THG	Hanover Insurance Group, Inc.	1,305	$279,426
5	ALL	Allstate Corp This page	1,114	$265,065

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,065	1,114	-10.4%	Shares	Defined	2026-07-15
2026-03-31	$257,723	1,243	+1.6%	Shares	Defined	2026-04-17
2025-12-31	$254,775	1,224	0.0%	Shares	Defined	2026-01-22
2025-09-30	$262,731	1,224	0.0%	Shares	Defined	2025-10-15
2025-06-30	$246,403	1,224	-1.1%	Shares	Defined	2025-07-23
2025-03-31	$256,145	1,237	-3.5%	Shares	Defined	2025-04-16
2024-12-31	$247,156	1,282	-11.4%	Shares	Defined	2025-01-13
2024-09-30	$274,423	1,447	-2.2%	Shares	Defined	2024-10-16
2024-06-30	$236,137	1,479	-0.6%	Shares	Defined	2024-07-17
2024-03-31	$257,438	1,488	-17.7%	Shares	Defined	2024-04-24
2022-12-31	$245,300	1,809	0.0%	Shares	Defined	2023-06-09
2022-09-30	$225,274	1,809	0.0%	Shares	Defined	2022-10-24
2022-06-30	$229,254	1,809	-4.2%	Shares	Defined	2022-08-12
2022-03-31	$261,645	1,889	-20.2%	Shares	Defined	2022-04-14
2021-12-31	$278,359	2,366	-17.4%	Shares	Defined	2022-01-28
2021-09-30	$364,870	2,866	-6.0%	Shares	Defined	2021-11-15
2021-06-30	$397,842	3,050	-3.2%	Shares	Defined	2021-08-11
2021-03-31	$361,935	3,150	0.0%	Shares	Defined	2021-05-06
2020-12-31	$346,279	3,150	-2.3%	Shares	Defined	2021-02-09
2020-09-30	$303,507	3,224	-12.4%	Shares	Defined	2020-11-02
2020-06-30	$356,826	3,679	-24.3%	Shares	Defined	2020-08-04
2020-03-31	$446,082	4,863	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.