Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$809,709
+$135,440 QoQ
Shares Held
3,403
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#818
of 1,742 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,480,726 across 6 Insurance - Property & Casualty names. ALL ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
21,262 | $870,041 | |
| 2 | ALL |
Allstate Corp
This page
|
3,403 | $809,709 | |
| 3 | CB |
Chubb Ltd
|
2,066 | $703,968 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,941 | $640,762 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
774 | $255,272 | |
| 6 | PGR |
Progressive Corp/Oh/
|
920 | $200,974 |
All Filings in ALL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,709 | 3,403 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $674,269 | 3,252 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $649,428 | 3,120 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $681,728 | 3,176 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $701,766 | 3,486 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $735,512 | 3,552 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $673,415 | 3,493 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,037,954 | 5,473 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $834,383 | 5,226 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $830,967 | 4,803 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $553,760 | 3,956 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $391,271 | 3,512 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $357,324 | 3,277 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $462,188 | 4,171 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $525,585 | 3,876 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $378,322 | 3,038 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $449,511 | 3,547 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $502,098 | 3,625 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $406,010 | 3,451 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||