Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,623,730
+$11,490,824 QoQ
Shares Held
57,257
+456.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#235
of 1,742 holders
Holding Since
Mar 2022
18 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, 2026Dakota Wealth Management holds $36,043,251 across 6 Insurance - Property & Casualty names. ALL ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
57,257 | $13,623,730 | |
| 2 | PGR |
Progressive Corp/Oh/
|
43,830 | $9,574,663 | |
| 3 | CB |
Chubb Ltd
|
27,932 | $9,517,549 | |
| 4 | TRV |
Travelers Companies, Inc.
|
6,853 | $2,262,312 | |
| 5 | ORI |
Old Republic International Corp
|
15,574 | $637,288 | |
| 6 | MKL |
Markel Group Inc.
|
219 | $427,709 |
All Filings in ALL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,623,730 | 57,257 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,132,906 | 10,287 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,155,185 | 10,354 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,166,677 | 10,094 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,367,606 | 11,761 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,495,193 | 12,050 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,194,335 | 11,382 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $2,269,162 | 11,965 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,998,623 | 12,518 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,205,012 | 12,745 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,794,683 | 12,821 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,425,824 | 12,798 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,361,908 | 12,490 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,433,659 | 12,938 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,741,645 | 12,844 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,551,394 | 12,458 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $257,894 | 2,035 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $269,539 | 1,946 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||