BSW Wealth Partners

Position in ALL — Allstate Corp

CIK 1512601 BOULDER, CO

Position in ALL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$728,572

+$148,020 QoQ

Shares Held

3,062

+9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#857

of 1,742 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $3,900,252 across 4 Insurance - Property & Casualty names. ALL ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	5,999	$1,980,389
2	ALL	Allstate Corp This page	3,062	$728,572
3	PGR	Progressive Corp/Oh/	3,070	$670,641
4	CB	Chubb Ltd	1,528	$520,650

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,572	3,062	+9.4%	Shares	Sole	2026-07-15
2026-03-31	$580,552	2,800	+1.2%	Shares	Sole	2026-04-14
2025-12-31	$575,951	2,767	-6.8%	Shares	Sole	2026-01-23
2025-09-30	$637,081	2,968	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$597,890	2,970	-0.5%	Shares	Sole	2025-07-18
2025-03-31	$618,103	2,985	+0.6%	Shares	Sole	2025-04-24
2024-12-31	$571,815	2,966	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$564,588	2,977	-0.0%	Shares	Sole	2024-10-29
2024-06-30	$475,467	2,978	+0.4%	Shares	Sole	2024-07-16
2024-03-31	$512,974	2,965	-0.1%	Shares	Sole	2024-04-23
2023-12-31	$415,320	2,967	+0.3%	Shares	Sole	2024-01-25
2023-09-30	$329,550	2,958	-0.9%	Shares	Sole	2023-10-27
2023-06-30	$325,593	2,986	-1.7%	Shares	Sole	2023-08-11
2023-03-31	$336,751	3,039	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$402,054	2,965	0.0%	Shares	Sole	2023-02-14
2022-09-30	$369,231	2,965	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$381,837	3,013	+1.3%	Shares	Sole	2022-08-15
2022-03-31	$412,067	2,975	-0.8%	Shares	Sole	2022-05-16
2021-12-31	$352,832	2,999	0.0%	Shares	Sole	2022-02-14
2021-09-30	$381,802	2,999	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$389,624	2,987	0.0%	Shares	Sole	2021-08-16
2021-03-31	$343,206	2,987	-3.0%	Shares	Sole	2021-05-17
2020-12-31	$338,584	3,080	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$282,890	3,005	-0.9%	Shares	Sole	2020-11-13
2020-06-30	$293,976	3,031	0.0%	Shares	Sole	2020-08-13
2020-03-31	$278,033	3,031	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.