Position in ALL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$31,408
-$227,144 QoQ
Shares Held
132
-89.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,579
of 1,737 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. ALL ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,687 | $915,568 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,367 | $735,521 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,284 | $423,874 | |
| 4 | WRB |
Berkley W R Corp
|
1,819 | $128,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
548 | $101,456 | |
| 6 | HCI |
HCI Group, Inc.
|
543 | $95,160 | |
| 7 | AIZ |
Assurant, Inc.
|
147 | $39,473 | |
| 8 | ALL |
Allstate Corp
This page
|
132 | $31,408 |
All Filings in ALL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,408 | 132 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $258,552 | 1,247 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $232,711 | 1,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $254,574 | 1,186 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,928 | 1,167 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $188,019 | 908 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $114,902 | 596 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $58,032 | 306 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $78,892 | 456 | Shares | Sole | 2024-05-15 | |
| 2021-06-30 | $1,043 | 8 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,263 | 11 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,209 | 11 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,317 | 14 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $128,317 | 1,323 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||