Position in ALL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$213,194
+$105,811 QoQ
Shares Held
896
+60.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,413
of 1,742 holders
Holding Since
Mar 2023
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. ALL ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,090 | $20,117,060 | |
| 2 | CB |
Chubb Ltd
|
4,141 | $1,411,004 | |
| 3 | ORI |
Old Republic International Corp
|
16,605 | $679,476 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
1,768 | $583,104 | |
| 5 | WRB |
Berkley W R Corp
|
7,113 | $501,679 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
213 | $441,632 | |
| 7 | TRV |
Travelers Companies, Inc.
|
727 | $239,997 | |
| 8 | ALL |
Allstate Corp
This page
|
896 | $213,194 |
All Filings in ALL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,194 | 896 | Shares | Other | 2026-07-20 | |
| 2024-12-31 | $107,383 | 557 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,808 | 231 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $34,006 | 213 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $25,259 | 146 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $38,914 | 278 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,255 | 110 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $12,974 | 119 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $10,970 | 99 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||