Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,195,410
+$461,220 QoQ
Shares Held
5,024
+41.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#707
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. ALL ranks #5 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
This page
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,195,410 | 5,024 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $734,190 | 3,541 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $748,299 | 3,595 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $745,050 | 3,471 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $706,396 | 3,509 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $774,648 | 3,741 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $77,501 | 402 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $72,067 | 380 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $54,444 | 341 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $57,612 | 333 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $456,194 | 3,259 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $370,661 | 3,327 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $870,466 | 7,983 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $863,320 | 7,791 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,035,712 | 7,638 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $963,239 | 7,735 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $831,728 | 6,563 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $909,179 | 6,564 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $742,136 | 6,308 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $883,913 | 6,943 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $883,731 | 6,775 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $765,578 | 6,663 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $819,748 | 7,457 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $587,716 | 6,243 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $703,371 | 7,252 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $418,288 | 4,560 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||