Position in ALL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,437,457
+$214,565 QoQ
Shares Held
10,244
-4.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#500
of 1,742 holders
Holding Since
Sep 2020
20 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, 2026J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. ALL ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,083 | $2,754,201 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,678 | $2,534,661 | |
| 3 | ALL |
Allstate Corp
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|
10,244 | $2,437,457 | |
| 4 | MKL |
Markel Group Inc.
|
721 | $1,408,120 | |
| 5 | CINF |
Cincinnati Financial Corp
|
4,340 | $803,507 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,173 | $693,141 | |
| 7 | HCI |
HCI Group, Inc.
|
3,350 | $587,087 | |
| 8 | ORI |
Old Republic International Corp
|
10,167 | $416,033 |
All Filings in ALL
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437,457 | 10,244 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,222,892 | 10,721 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,260,717 | 10,861 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,587,391 | 12,054 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,338,819 | 11,618 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,069,457 | 9,994 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $446,308 | 2,315 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $441,884 | 2,330 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $277,329 | 1,737 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $461,417 | 2,667 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $255,199 | 1,882 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $242,584 | 1,948 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $243,701 | 1,923 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $590,606 | 4,264 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $478,364 | 4,066 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $443,166 | 3,481 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $457,583 | 3,508 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $470,285 | 4,093 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $448,184 | 4,077 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,061,993 | 11,281 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||