Position in ALL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$24,493,074
+$4,492,566 QoQ
Shares Held
118,130
+22.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.45204435791077624.ToString("F0")%
Shared 0.ToString("F0")%
None 99.54795564208922.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$439,720
PutShares
4,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Creative Planning holds $286,763,521 across 34 Insurance - Property & Casualty names. ALL ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
207,902 | $67,761,498 | |
| 2 | TRV |
Travelers Companies, Inc.
|
141,423 | $41,250,260 | |
| 3 | PGR |
Progressive Corp/Oh/
|
134,965 | $26,755,461 | |
| 4 | ALL |
Allstate Corp
This page
|
118,130 | $24,493,074 | |
| 5 | CINF |
Cincinnati Financial Corp
|
126,195 | $19,856,783 | |
| 6 | MKL |
Markel Group Inc.
|
7,133 | $13,653,060 | |
| 7 | CNA |
Cna Financial Corp
|
220,035 | $10,104,007 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
4,049 | $8,895,491 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,493,074 | 118,130 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $20,000,508 | 96,087 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,688,985 | 91,726 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,248,952 | 90,651 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,526,197 | 84,639 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,771,568 | 71,433 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,672,981 | 66,823 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $10,145,265 | 63,543 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,082,329 | 58,276 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,373,446 | 52,675 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,357,929 | 48,092 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,631,800 | 42,478 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,387,854 | 39,598 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,570,312 | 41,079 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,644,595 | 37,297 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,778,861 | 37,709 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,365,835 | 31,520 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,557,265 | 30,236 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,959,977 | 31,105 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,100,250 | 31,434 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,056,889 | 35,308 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $439,720 | 4,000 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $3,511,384 | 31,942 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,909,584 | 30,907 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,062,653 | 31,577 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,880,597 | 31,403 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||