TWO SIGMA INVESTMENTS, LP

Position in ALL — Allstate Corp

CIK 1179392 NEW YORK, NY

Back to ALL Full portfolio

Position in ALL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,976,728

-$74,957,001 QoQ

Shares Held

83,957

-81.7% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#194

of 1,742 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALL Over Time

Shares Held

Position Value (USD)

Derivatives in ALL

reported options exposure · as of Jun 30, 2026

CallValue

$428,292

CallShares

1,800

PutValue

$285,528

PutShares

1,200

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 Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $1,333,495,845 across 39 Insurance - Property & Casualty names. ALL ranks #12 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	3,030,604	$662,035,443
2	WRB	Berkley W R Corp	2,013,358	$142,002,139
3	LMND	Lemonade, Inc.	1,173,878	$76,360,763
4	AIZ	Assurant, Inc.	240,181	$64,495,803
5	CNA	Cna Financial Corp	811,624	$39,453,042
6	THG	Hanover Insurance Group, Inc.	180,817	$38,716,536
7	RLI	Rli Corp	606,591	$35,831,330
8	UVE	Universal Insurance Holdings, Inc.	598,836	$24,767,856

All Filings in ALL

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,528	1,200	-80.0%	Put	Sole	2026-08-14
2026-06-30	$19,976,728	83,957	-81.7%	Shares	Sole	2026-08-14
2026-06-30	$428,292	1,800	-55.0%	Call	Sole	2026-08-14
2026-03-31	$94,933,729	457,865	-9.3%	Shares	Sole	2026-05-15
2026-03-31	$1,244,040	6,000	-78.3%	Put	Sole	2026-05-15
2026-03-31	$829,360	4,000	-80.7%	Call	Sole	2026-05-15
2025-12-31	$105,094,935	504,900	-6.7%	Shares	Sole	2026-02-17
2025-09-30	$116,195,625	541,326	-5.5%	Shares	Sole	2025-11-14
2025-06-30	$115,353,247	573,013	+284.5%	Shares	Sole	2025-08-14
2025-03-31	$30,862,541	149,044	+8.8%	Shares	Sole	2025-05-15
2024-12-31	$26,421,869	137,050	-67.0%	Shares	Sole	2025-02-14
2024-09-30	$78,707,974	415,017	-22.4%	Shares	Sole	2024-11-14
2024-06-30	$85,417,780	534,998	+89.1%	Shares	Sole	2024-08-14
2024-03-31	$48,952,833	282,948	+155.1%	Shares	Sole	2024-05-15
2023-12-31	$15,527,421	110,926	+873.1%	Shares	Sole	2024-02-14
2023-09-30	$1,269,962	11,399	-83.3%	Shares	Sole	2023-11-14
2023-06-30	$7,439,035	68,223	-30.2%	Shares	Sole	2023-08-14
2023-03-31	$10,837,107	97,799	+92.4%	Shares	Sole	2023-05-15
2022-12-31	$6,893,497	50,837	-79.6%	Shares	Sole	2023-02-14
2022-03-31	$34,533,590	249,322	+30.9%	Shares	Sole	2022-05-16
2021-12-31	$3,258,905	27,700	+204.4%	Put	Sole	2022-02-14
2021-12-31	$2,435,355	20,700	+200.0%	Call	Sole	2022-02-14
2021-12-31	$22,408,207	190,465	+113.6%	Shares	Sole	2022-02-14
2021-09-30	$1,158,521	9,100	+127.5%	Put	Sole	2021-11-15
2021-09-30	$878,439	6,900	-50.4%	Call	Sole	2021-11-15
2021-06-30	$11,631,073	89,168	-82.1%	Shares	Sole	2021-08-16
2021-03-31	$57,321,426	498,881	+57.7%	Shares	Sole	2021-05-17
2021-03-31	$459,600	4,000	-82.1%	Put	Sole	2021-05-17
2020-12-31	$34,782,401	316,405	-50.2%	Shares	Sole	2021-02-16
2020-12-31	$2,462,432	22,400	-16.7%	Put	Sole	2021-02-16
2020-12-31	$1,528,027	13,900	-10.9%	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	+143.0%	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	+875.0%	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.