Position in ALL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,962,053
+$412,394 QoQ
Shares Held
8,246
+10.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#552
of 1,742 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$428,292
PutShares
1,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. ALL ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
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|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in ALL
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31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,292 | 1,800 | Put | Sole | 2026-07-20 | |
| 2026-06-30 | $1,962,053 | 8,246 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,549,659 | 7,474 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $373,212 | 1,800 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $1,837,548 | 8,828 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $374,670 | 1,800 | Put | Sole | 2026-02-05 | |
| 2025-09-30 | $386,370 | 1,800 | Put | Sole | 2025-11-04 | |
| 2025-09-30 | $1,880,119 | 8,759 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,768,910 | 8,787 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $362,358 | 1,800 | Put | Sole | 2025-08-05 | |
| 2025-03-31 | $1,551,989 | 7,495 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $393,433 | 1,900 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $1,086,950 | 5,638 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,070,384 | 5,644 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $897,927 | 5,624 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $922,661 | 5,333 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $687,161 | 4,909 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $542,232 | 4,867 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $560,574 | 5,141 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $552,609 | 4,987 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $672,440 | 4,959 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,222,511 | 9,817 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,254,373 | 9,898 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,085,502 | 7,837 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $912,728 | 7,758 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $984,488 | 7,733 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,048,868 | 8,041 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,118,206 | 9,732 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,346,202 | 12,246 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,177,126 | 12,504 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $251,301 | 2,591 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||