Position in ALL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,628,294
+$2,943,863 QoQ
Shares Held
27,857
+56.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#332
of 1,742 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. ALL ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
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|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,628,294 | 27,857 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,684,431 | 17,770 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,512,323 | 16,874 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,738,934 | 12,760 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,441,890 | 12,130 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,352,522 | 11,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,680,743 | 8,718 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,518,906 | 8,009 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,230,339 | 7,706 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,275,429 | 7,372 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,314,832 | 9,393 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $646,289 | 5,801 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $513,905 | 4,713 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $727,689 | 6,567 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $673,254 | 4,965 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $446,066 | 3,582 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $481,447 | 3,799 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $448,356 | 3,237 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $279,654 | 2,377 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $273,271 | 2,095 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $263,925 | 2,297 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $252,509 | 2,297 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $216,145 | 2,296 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $221,913 | 2,288 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $212,538 | 2,317 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||