Waverly Advisors, LLC

Position in ALL — Allstate Corp

CIK 1568787 BIRMINGHAM, AL

Position in ALL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,388,327

+$606,861 QoQ

Shares Held

18,443

+1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#390

of 1,742 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. ALL ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	80,669	$14,935,058
2	PLMR	Palomar Holdings, Inc.	68,424	$8,648,109
3	CB	Chubb Ltd	23,531	$8,017,952
4	PGR	Progressive Corp/Oh/	32,006	$6,991,710
5	ALL	Allstate Corp This page	18,443	$4,388,327
6	TRV	Travelers Companies, Inc.	7,777	$2,567,343
7	MKL	Markel Group Inc.	855	$1,669,823
8	AIZ	Assurant, Inc.	1,871	$502,419

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,388,327	18,443	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$3,781,466	18,238	-30.5%	Shares	Sole	2026-05-15
2025-12-31	$5,463,729	26,249	+80.8%	Shares	Sole	2026-02-17
2025-09-30	$3,116,718	14,520	+2.6%	Shares	Sole	2025-11-14
2025-06-30	$2,848,737	14,151	-4.6%	Shares	Sole	2025-08-14
2025-03-31	$3,071,676	14,834	+5.9%	Shares	Sole	2025-05-15
2024-12-31	$2,701,759	14,014	+397.0%	Shares	Sole	2025-02-14
2024-09-30	$534,813	2,820	-21.2%	Shares	Sole	2024-11-14
2024-06-30	$571,582	3,580	+5.9%	Shares	Sole	2024-08-14
2024-03-31	$584,773	3,380	+42.4%	Shares	Sole	2024-05-15
2023-12-31	$332,171	2,373	+0.0%	Shares	Other	2024-02-14
2023-09-30	$264,264	2,372	+23.9%	Shares	Other	2023-11-14
2023-06-30	$208,701	1,914	+11.7%	Shares	Other	2023-08-15
2022-12-31	$232,282	1,713	+1.4%	Shares	Other	2023-02-15
2022-09-30	$210,455	1,690	—	Shares	Sole	2022-11-15
No filing history on record for this holder in this stock.