Position in ALL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,413,458
+$413,906 QoQ
Shares Held
132,215
+1.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.46507582346934.ToString("F0")%
Shared 0.ToString("F0")%
None 45.53492417653065.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. ALL ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
This page
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
|
48,475 | $5,174,221 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,413,458 | 132,215 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,999,552 | 129,712 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,935,784 | 125,487 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $25,650,517 | 127,418 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $26,313,834 | 127,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,106,654 | 125,041 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,271,951 | 122,710 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,185,175 | 126,426 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $24,030,569 | 138,897 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,828,215 | 220,233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,582,950 | 220,653 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $23,045,604 | 211,350 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $26,588,637 | 239,948 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,480,011 | 261,652 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $34,239,897 | 274,953 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $34,472,587 | 272,016 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $36,664,566 | 264,707 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,477,570 | 174,055 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,989,599 | 164,870 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $19,765,964 | 151,533 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,669,921 | 145,082 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,113,099 | 146,576 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,811,983 | 136,095 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $12,254,201 | 126,345 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,599,676 | 115,553 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||