Position in ALL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$904,885
+$348,800 QoQ
Shares Held
3,803
+41.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#789
of 1,742 holders
Holding Since
Sep 2022
13 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, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. ALL ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
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|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in ALL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,885 | 3,803 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $556,085 | 2,682 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $367,384 | 1,765 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $369,841 | 1,723 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $309,212 | 1,536 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $313,503 | 1,514 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $237,131 | 1,230 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $312,855 | 2,235 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $225,271 | 2,022 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $218,516 | 2,004 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $346,392 | 3,126 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $455,073 | 3,356 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $729,247 | 5,856 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||