EP Wealth Advisors, LLC

Position in ALL — Allstate Corp

CIK 1540569 TORRANCE, CA

Position in ALL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$46,556,292

+$4,312,012 QoQ

Shares Held

195,664

-4.0% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#107

of 1,742 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. ALL ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	195,664	$46,556,292
2	TRV	Travelers Companies, Inc.	38,042	$12,558,425
3	CB	Chubb Ltd	17,017	$5,798,372
4	PGR	Progressive Corp/Oh/	9,061	$1,979,375
5	WRB	Berkley W R Corp	16,943	$1,194,989
6	MKL	Markel Group Inc.	367	$716,754
7	SIGI	Selective Insurance Group Inc	5,808	$563,434
8	UVE	Universal Insurance Holdings, Inc.	13,482	$557,615

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,556,292	195,664	-4.0%	Shares	Sole	2026-08-12
2026-03-31	$42,244,280	203,744	-34.6%	Shares	Sole	2026-05-14
2025-12-31	$64,810,416	311,364	+0.9%	Shares	Sole	2026-02-18
2025-06-30	$62,112,187	308,540	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$64,197,290	310,027	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$61,059,099	316,713	-2.2%	Shares	Sole	2025-02-14
2024-09-30	$61,442,238	323,977	+2.2%	Shares	Sole	2024-11-15
2024-06-30	$50,610,304	316,988	+2.4%	Shares	Sole	2024-08-19
2024-03-31	$53,547,806	309,507	+0.2%	Shares	Sole	2024-05-14
2023-12-31	$43,237,582	308,884	-0.1%	Shares	Sole	2024-02-28
2023-09-30	$34,439,059	309,120	+12.2%	Shares	Sole	2023-11-24
2023-06-30	$30,044,336	275,535	0.0%	Shares	Sole	2023-08-14
2023-03-31	$30,532,033	275,535	+3.0%	Shares	Sole	2023-06-05
2022-12-31	$36,278,288	267,539	+0.1%	Shares	Sole	2023-06-12
2022-09-30	$33,287,242	267,303	+1.0%	Shares	Sole	2022-12-02
2022-06-30	$33,537,193	264,635	+4.0%	Shares	Sole	2022-08-11
2022-03-31	$35,250,379	254,497	+5.1%	Shares	Sole	2022-05-20
2021-12-31	$28,482,123	242,092	+3.9%	Shares	Sole	2022-02-17
2021-09-30	$29,658,010	232,959	+4.8%	Shares	Sole	2021-11-23
2021-06-30	$29,007,247	222,380	+4.3%	Shares	Sole	2021-08-24
2021-03-31	$24,509,778	213,314	-16.2%	Shares	Sole	2021-05-17
2020-12-31	$27,991,365	254,629	+6.7%	Shares	Sole	2021-02-18
2020-09-30	$22,458,320	238,563	+10.9%	Shares	Sole	2020-11-17
2020-06-30	$20,856,632	215,039	+7.2%	Shares	Sole	2020-08-14
2020-03-31	$18,407,092	200,666	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.