Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,850,997
+$616,494 QoQ
Shares Held
11,982
+11.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#475
of 1,742 holders
Holding Since
Mar 2020
25 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, 2026Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. ALL ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
47,028 | $16,024,320 | |
| 2 | PGR |
Progressive Corp/Oh/
|
37,251 | $8,137,480 | |
| 3 | WRB |
Berkley W R Corp
|
68,714 | $4,846,398 | |
| 4 | MKL |
Markel Group Inc.
|
1,719 | $3,357,224 | |
| 5 | ALL |
Allstate Corp
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|
11,982 | $2,850,997 | |
| 6 | CINF |
Cincinnati Financial Corp
|
13,355 | $2,472,544 | |
| 7 | RLI |
Rli Corp
|
18,393 | $1,086,474 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
2,233 | $736,465 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,850,997 | 11,982 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,234,503 | 10,777 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $925,434 | 4,446 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $850,228 | 3,961 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,216,221 | 11,009 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,715,457 | 17,943 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,539,046 | 18,357 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,336,891 | 17,595 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,808,898 | 17,593 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,195,494 | 18,470 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,764,045 | 19,746 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,301,491 | 11,682 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,327,125 | 12,171 | Shares | Sole | 2023-08-04 | |
| 2022-12-31 | $1,050,900 | 7,750 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,167,468 | 9,375 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,579,816 | 12,466 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,700,348 | 12,276 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,103,439 | 9,379 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,935,895 | 23,061 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,120,777 | 23,925 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,536,622 | 30,780 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,499,511 | 31,834 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,072,164 | 32,634 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,859,329 | 39,791 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,872,943 | 20,418 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||