Position in ALL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$397,055
-$1,552 QoQ
Shares Held
1,915
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Evercore Wealth Management, LLC holds $204,263,990 across 6 Insurance - Property & Casualty names. ALL ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
420,570 | $137,076,379 | |
| 2 | PGR |
Progressive Corp/Oh/
|
317,370 | $62,915,428 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,447 | $3,047,180 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
200 | $439,392 | |
| 5 | ALL |
Allstate Corp
This page
|
1,915 | $397,055 | |
| 6 | MKL |
Markel Group Inc.
|
203 | $388,556 |
All Filings in ALL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $397,055 | 1,915 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $398,607 | 1,915 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,114,032 | 5,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $385,508 | 1,915 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $396,538 | 1,915 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $369,192 | 1,915 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $363,179 | 1,915 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $305,748 | 1,915 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $331,313 | 1,915 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $321,113 | 2,294 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,456 | 2,275 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $285,902 | 2,622 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $294,089 | 2,654 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $373,034 | 2,751 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $331,374 | 2,661 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $337,227 | 2,661 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $368,574 | 2,661 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $329,537 | 2,801 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $543,868 | 4,272 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $374,622 | 2,872 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $346,997 | 3,020 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $326,931 | 2,974 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $255,495 | 2,714 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $264,976 | 2,732 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $261,246 | 2,848 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||