Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,276,786
+$419,021 QoQ
Shares Held
5,366
+29.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#690
of 1,742 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. ALL ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
This page
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in ALL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,276,786 | 5,366 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $857,765 | 4,137 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $740,389 | 3,557 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $704,481 | 3,282 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $623,658 | 3,098 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $586,629 | 2,833 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $576,442 | 2,990 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $555,295 | 2,928 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $439,863 | 2,755 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $473,355 | 2,736 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $427,498 | 3,054 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $250,783 | 2,251 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $238,797 | 2,190 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $278,133 | 2,510 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $365,713 | 2,697 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $227,267 | 1,825 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $246,363 | 1,944 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $202,778 | 1,464 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $215,917 | 1,696 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $260,358 | 1,996 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $181,054 | 1,647 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||