Position in ALL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,897
+$2,567 QoQ
Shares Held
50
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,629
of 1,710 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names. ALL ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
This page
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,897 | 50 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,330 | 45 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $8,742 | 42 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $12,020 | 56 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $9,662 | 48 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $9,939 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $9,253 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $9,103 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $134,433 | 842 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $134,601 | 778 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $8,818 | 63 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $7,018 | 63 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $6,869 | 63 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $6,981 | 63 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $8,542 | 63 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $7,845 | 63 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $7,983 | 63 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $8,726 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $7,411 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $8,020 | 63 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $7,174 | 55 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $6,319 | 55 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $4,726 | 43 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $4,048 | 43 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,170 | 43 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $3,944 | 43 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||