Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$624,354
+$80,294 QoQ
Shares Held
2,624
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#897
of 1,742 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $2,968,225 across 13 Insurance - Property & Casualty names. ALL ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
5,017 | $1,656,212 | |
| 2 | ALL |
Allstate Corp
This page
|
2,624 | $624,354 | |
| 3 | PGR |
Progressive Corp/Oh/
|
633 | $138,278 | |
| 4 | ORI |
Old Republic International Corp
|
2,187 | $89,492 | |
| 5 | L |
Loews Corp
|
787 | $89,096 | |
| 6 | AIZ |
Assurant, Inc.
|
300 | $80,559 | |
| 7 | MCY |
Mercury General Corp
|
641 | $68,343 | |
| 8 | RLI |
Rli Corp
|
1,042 | $61,550 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,354 | 2,624 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $544,060 | 2,624 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $543,687 | 2,612 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $563,670 | 2,626 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $559,843 | 2,781 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $575,861 | 2,781 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $544,246 | 2,823 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $547,140 | 2,885 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $467,484 | 2,928 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $506,573 | 2,928 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $416,160 | 2,973 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $336,235 | 3,018 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $343,476 | 3,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $326,003 | 2,942 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $398,935 | 2,942 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $366,989 | 2,947 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $367,136 | 2,897 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $401,263 | 2,897 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $340,832 | 2,897 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $368,817 | 2,897 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $377,884 | 2,897 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $325,511 | 2,833 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $315,499 | 2,870 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $263,874 | 2,803 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $270,505 | 2,789 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $255,009 | 2,780 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||