Segment Wealth Management, LLC

Position in ALL — Allstate Corp

CIK 1575581 HOUSTON, TX

Position in ALL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$21,191,174

+$2,920,374 QoQ

Shares Held

89,061

+1.1% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#187

of 1,742 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Segment Wealth Management, LLC holds $22,675,757 across 3 Insurance - Property & Casualty names. ALL ranks #1 (93.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	89,061	$21,191,174
2	CB	Chubb Ltd	2,832	$964,975
3	TRV	Travelers Companies, Inc.	1,574	$519,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,191,174	89,061	+1.1%	Shares	Sole	2026-07-16
2026-03-31	$18,270,800	88,120	+0.8%	Shares	Sole	2026-04-20
2025-12-31	$18,198,138	87,428	+1.7%	Shares	Sole	2026-01-29
2025-09-30	$18,445,089	85,931	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$17,235,558	85,617	-1.7%	Shares	Sole	2025-07-21
2025-03-31	$18,034,140	87,092	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$16,962,820	87,986	+0.6%	Shares	Sole	2025-01-17
2024-09-30	$16,583,944	87,445	-0.6%	Shares	Sole	2024-10-22
2024-06-30	$14,039,861	87,936	+1.9%	Shares	Sole	2024-07-23
2024-03-31	$14,923,323	86,257	+3.7%	Shares	Sole	2024-04-24
2023-12-31	$11,648,715	83,217	+3.6%	Shares	Sole	2024-01-26
2023-09-30	$8,947,114	80,308	+6.2%	Shares	Sole	2023-10-25
2023-06-30	$8,246,259	75,626	+0.2%	Shares	Sole	2023-08-22
2023-03-31	$8,363,827	75,479	+1.5%	Shares	Sole	2023-04-20
2022-12-31	$10,079,690	74,334	+2.4%	Shares	Sole	2023-01-13
2022-09-30	$9,035,523	72,557	+5.6%	Shares	Sole	2022-10-24
2022-06-30	$8,704,830	68,688	+7.7%	Shares	Sole	2022-07-20
2022-03-31	$8,834,721	63,784	+10.3%	Shares	Sole	2022-04-25
2021-12-31	$6,801,817	57,814	+0.4%	Shares	Sole	2022-01-24
2021-09-30	$7,328,218	57,562	+2.2%	Shares	Sole	2021-10-19
2021-06-30	$7,349,902	56,347	+3.9%	Shares	Sole	2021-07-20
2021-03-31	$6,231,256	54,232	+3.7%	Shares	Sole	2021-05-10
2020-12-31	$5,748,349	52,291	-2.3%	Shares	Sole	2021-01-27
2020-09-30	$5,036,113	53,496	+6.4%	Shares	Sole	2020-10-27
2020-06-30	$4,876,851	50,282	+1.7%	Shares	Sole	2020-07-15
2020-03-31	$4,534,489	49,433	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.