Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,006,072
+$396,077 QoQ
Shares Held
8,431
+8.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 1,742 holders
Holding Since
Mar 2020
19 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, 2026CallValue
$2,189,048
CallShares
9,200
PutValue
$0
PutShares
0
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, 2026Balyasny Asset Management L.P. holds $185,473,373 across 23 Insurance - Property & Casualty names. ALL ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFG |
American Financial Group Inc
|
695,896 | $97,383,686 | |
| 2 | AIZ |
Assurant, Inc.
|
81,669 | $21,930,576 | |
| 3 | MKL |
Markel Group Inc.
|
7,872 | $15,374,094 | |
| 4 | TRV |
Travelers Companies, Inc.
|
41,323 | $13,641,548 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
152,220 | $8,882,037 | |
| 6 | LMND |
Lemonade, Inc.
|
75,870 | $4,935,342 | |
| 7 | PGR |
Progressive Corp/Oh/
|
20,634 | $4,507,497 | |
| 8 | SLDE |
Slide Insurance Holdings, Inc.
|
219,092 | $4,243,812 |
All Filings in ALL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,006,072 | 8,431 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $2,189,048 | 9,200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $1,609,995 | 7,765 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $414,680 | 2,000 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,335,651 | 11,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,654,307 | 7,707 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $402,620 | 2,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $106,530,634 | 529,187 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $414,140 | 2,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $102,049,145 | 529,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $95,050,114 | 501,187 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,844,856 | 74,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,341,692 | 7,755 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $81,571,244 | 582,735 | Shares | Other | 2024-02-14 | |
| 2023-06-30 | $31,337,986 | 287,399 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $277,025 | 2,500 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $108,265,358 | 977,036 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $339,000 | 2,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $15,793,603 | 116,472 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $54,833,921 | 440,327 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $35,485,540 | 280,009 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $45,817,861 | 330,791 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $8,697,930 | 75,700 | Call | Sole | 2021-05-17 | |
| 2020-03-31 | $28,719,653 | 313,089 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||