Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,663,870
+$1,088,912 QoQ
Shares Held
36,412
-0.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#293
of 1,742 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Sep 30, 2024CallValue
$37,930
CallShares
200
PutValue
$0
PutShares
0
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, 2026Lido Advisors, LLC holds $57,906,647 across 16 Insurance - Property & Casualty names. ALL ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
74,326 | $25,325,840 | |
| 2 | ALL |
Allstate Corp
This page
|
36,412 | $8,663,870 | |
| 3 | PGR |
Progressive Corp/Oh/
|
34,530 | $7,543,077 | |
| 4 | TRV |
Travelers Companies, Inc.
|
17,677 | $5,835,530 | |
| 5 | WRB |
Berkley W R Corp
|
30,007 | $2,116,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,415 | $1,557,952 | |
| 7 | LMND |
Lemonade, Inc.
|
20,857 | $1,356,747 | |
| 8 | MKL |
Markel Group Inc.
|
613 | $1,197,195 |
All Filings in ALL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,663,870 | 36,412 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,574,958 | 36,534 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,446,357 | 35,774 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,653,774 | 35,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,957,071 | 34,559 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,147,848 | 34,519 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,571,246 | 34,085 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,017,973 | 31,732 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $37,930 | 200 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $5,363,616 | 33,594 | Shares | Sole | 2024-08-15 | |
| 2024-06-30 | $31,932 | 200 | Call | Sole | 2024-08-15 | |
| 2024-03-31 | $34,602 | 200 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $5,810,886 | 33,587 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $27,996 | 200 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $4,616,539 | 32,980 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,282 | 200 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $3,585,173 | 32,180 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,419,821 | 31,363 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,345,796 | 30,194 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,149,559 | 60,100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,804,266 | 30,549 | Shares | Defined | 2022-11-14 | |
| 2021-06-30 | $206,225 | 1,581 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $200,615 | 1,746 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||