Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,111,858
+$3,238,537 QoQ
Shares Held
50,903
+18.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#250
of 1,742 holders
Holding Since
Sep 2024
8 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, 2026Capital Wealth Planning, LLC holds $14,759,090 across 2 Insurance - Property & Casualty names. ALL ranks #1 (82.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
50,903 | $12,111,858 | |
| 2 | TRV |
Travelers Companies, Inc.
|
8,019 | $2,647,232 |
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,111,858 | 50,903 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $8,873,321 | 42,796 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,624,487 | 41,434 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,485,111 | 20,895 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,464,932 | 7,277 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $637,154 | 3,077 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $338,732 | 1,757 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $207,097 | 1,092 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||