Position in ALL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$94,933,729
-$10,161,206 QoQ
Shares Held
457,865
-9.3% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Mar 31, 2026CallValue
$829,360
CallShares
4,000
PutValue
$1,244,040
PutShares
6,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,398,175,757 across 40 Insurance - Property & Casualty names. ALL ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
3,527,808 | $699,352,657 | |
| 2 | TRV |
Travelers Companies, Inc.
|
346,356 | $101,025,118 | |
| 3 | ALL |
Allstate Corp
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|
457,865 | $94,933,729 | |
| 4 | LMND |
Lemonade, Inc.
|
948,554 | $59,455,364 | |
| 5 | RLI |
Rli Corp
|
936,504 | $53,418,188 | |
| 6 | AFG |
American Financial Group Inc
|
323,520 | $41,316,739 | |
| 7 | CNA |
Cna Financial Corp
|
882,035 | $40,503,047 | |
| 8 | CINF |
Cincinnati Financial Corp
|
181,037 | $28,486,171 |
All Filings in ALL
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,933,729 | 457,865 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $1,244,040 | 6,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $829,360 | 4,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $105,094,935 | 504,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $116,195,625 | 541,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $115,353,247 | 573,013 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,862,541 | 149,044 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,421,869 | 137,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,707,974 | 415,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $85,417,780 | 534,998 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,952,833 | 282,948 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,527,421 | 110,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,269,962 | 11,399 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,439,035 | 68,223 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,837,107 | 97,799 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,893,497 | 50,837 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $34,533,590 | 249,322 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,258,905 | 27,700 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $2,435,355 | 20,700 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $22,408,207 | 190,465 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,158,521 | 9,100 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $878,439 | 6,900 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $11,631,073 | 89,168 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $57,321,426 | 498,881 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $459,600 | 4,000 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $34,782,401 | 316,405 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $2,462,432 | 22,400 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $1,528,027 | 13,900 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $2,532,366 | 26,900 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $59,789,161 | 635,109 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $1,468,584 | 15,600 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $25,344,359 | 261,309 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,458,547 | 26,802 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||