Obermeyer Wealth Partners

Position in ALL — Allstate Corp

CIK 1349654 ASPEN, CO

Position in ALL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$514,902

+$58,547 QoQ

Shares Held

2,164

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#974

of 1,742 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,413,088 across 4 Insurance - Property & Casualty names. ALL ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	3,773	$1,285,612
2	ALL	Allstate Corp This page	2,164	$514,902
3	PGR	Progressive Corp/Oh/	1,429	$312,165
4	TRV	Travelers Companies, Inc.	910	$300,409

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,902	2,164	-1.7%	Shares	Sole	2026-07-29
2026-03-31	$456,355	2,201	+0.7%	Shares	Sole	2026-04-21
2025-12-31	$455,015	2,186	+0.7%	Shares	Sole	2026-01-29
2025-09-30	$465,790	2,170	-30.8%	Shares	Sole	2025-10-27
2025-06-30	$631,308	3,136	+1.1%	Shares	Sole	2025-08-05
2025-03-31	$642,538	3,103	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$597,649	3,100	0.0%	Shares	Sole	2025-02-14
2024-09-30	$587,915	3,100	0.0%	Shares	Sole	2024-11-05
2024-06-30	$494,946	3,100	0.0%	Shares	Sole	2024-08-01
2024-03-31	$536,331	3,100	0.0%	Shares	Sole	2024-05-07
2023-12-31	$433,938	3,100	0.0%	Shares	Sole	2024-01-31
2023-09-30	$345,371	3,100	0.0%	Shares	Sole	2023-11-08
2023-06-30	$338,024	3,100	0.0%	Shares	Sole	2023-08-07
2023-03-31	$343,511	3,100	0.0%	Shares	Sole	2023-05-09
2022-12-31	$420,360	3,100	0.0%	Shares	Sole	2023-02-08
2022-09-30	$386,043	3,100	0.0%	Shares	Sole	2022-12-09
2022-06-30	$392,863	3,100	0.0%	Shares	Sole	2022-08-15
2022-03-31	$429,381	3,100	+6.9%	Shares	Sole	2022-05-16
2021-12-31	$341,185	2,900	-3.2%	Shares	Sole	2022-01-31
2021-09-30	$381,293	2,995	+3.3%	Shares	Sole	2021-10-19
2021-06-30	$378,276	2,900	0.0%	Shares	Sole	2021-07-29
2021-03-31	$333,210	2,900	0.0%	Shares	Sole	2021-05-10
2020-12-31	$318,797	2,900	0.0%	Shares	Sole	2021-02-03
2020-09-30	$273,006	2,900	0.0%	Shares	Sole	2020-10-22
2020-06-30	$281,271	2,900	0.0%	Shares	Sole	2020-07-20
2020-03-31	$266,017	2,900	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.