Position in ALL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$87,872,907
+$45,477,683 QoQ
Shares Held
369,307
+80.6% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3
of 234 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3.9928839691638665.ToString("F0")%
Shared 0.ToString("F0")%
None 96.00711603083613.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. ALL ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
This page
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in ALL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,872,907 | 369,307 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $42,395,224 | 204,472 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $51,056,072 | 245,285 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $43,530,161 | 202,796 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $29,496,947 | 146,525 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $24,630,976 | 118,950 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $22,810,720 | 118,319 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $18,428,290 | 97,170 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,162,948 | 69,917 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,768,659 | 68,023 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,110,318 | 65,083 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,343,478 | 65,914 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,099,995 | 10,088 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,098,127 | 9,910 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $344,612 | 2,488 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $291,183 | 2,475 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $317,511 | 2,494 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $339,926 | 2,606 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $291,386 | 2,536 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $290,984 | 2,647 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $248,247 | 2,637 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,775,013 | 18,301 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $239,690 | 2,613 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||