Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,547,509
+$376,658 QoQ
Shares Held
19,112
-5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#387
of 1,742 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $28,086,745 across 10 Insurance - Property & Casualty names. ALL ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
16,008 | $5,284,560 | |
| 2 | ALL |
Allstate Corp
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|
19,112 | $4,547,509 | |
| 3 | AIZ |
Assurant, Inc.
|
16,846 | $4,523,656 | |
| 4 | MKL |
Markel Group Inc.
|
1,887 | $3,685,329 | |
| 5 | MCY |
Mercury General Corp
|
34,271 | $3,653,974 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
13,633 | $2,919,097 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
1,104 | $2,289,022 | |
| 8 | ORI |
Old Republic International Corp
|
11,476 | $469,597 |
All Filings in ALL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,547,509 | 19,112 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,170,851 | 20,116 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,129,279 | 19,838 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,240,625 | 19,756 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,842,806 | 19,089 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,016,743 | 19,398 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,951,423 | 20,496 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,026,459 | 21,231 | Shares | Sole | 2024-10-24 | |
| 2023-06-30 | $409,990 | 3,760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,465,582 | 31,275 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,347,336 | 32,060 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,086,701 | 32,817 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,231,387 | 33,389 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,730,947 | 34,156 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||