BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in ALL — Allstate Corp
CIK 1654599
MORRISTOWN, NJ
Position in ALL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,528,245
+$775,596 QoQ
Shares Held
35,842
-4.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#296
of 1,742 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. ALL ranks #2 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,756 | $10,820,539 | |
| 2 | ALL |
Allstate Corp
This page
|
35,842 | $8,528,245 | |
| 3 | AIZ |
Assurant, Inc.
|
2,605 | $699,520 | |
| 4 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 5 | MKL |
Markel Group Inc.
|
51 | $99,603 | |
| 6 | L |
Loews Corp
|
500 | $56,605 | |
| 7 | PGR |
Progressive Corp/Oh/
|
61 | $13,325 | |
| 8 | ORI |
Old Republic International Corp
|
281 | $11,498 |
All Filings in ALL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,528,245 | 35,842 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,752,649 | 37,391 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,807,706 | 37,510 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $7,764,534 | 36,173 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,627,419 | 27,954 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||