PERSONAL CFO SOLUTIONS, LLC

Position in ALL — Allstate Corp

CIK 1677501 CHESTER, NJ

Position in ALL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,143,301

+$83,172 QoQ

Shares Held

4,805

-6.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#723

of 1,742 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. ALL ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	200,378	$68,276,799
2	WRB	Berkley W R Corp	23,856	$1,682,563
3	L	Loews Corp	10,419	$1,179,534
4	ALL	Allstate Corp This page	4,805	$1,143,301
5	TRV	Travelers Companies, Inc.	1,839	$607,090
6	PGR	Progressive Corp/Oh/	2,623	$572,994
7	KNSL	Kinsale Capital Group, Inc.	682	$224,930

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,143,301	4,805	-6.0%	Shares	Sole	2026-08-07
2026-03-31	$1,060,129	5,113	+318.1%	Shares	Sole	2026-04-30
2025-12-31	$254,567	1,223	+5.9%	Shares	Defined	2026-01-22
2025-09-30	$247,920	1,155	-4.5%	Shares	Defined	2025-11-10
2025-06-30	$243,383	1,209	-31.8%	Shares	Defined	2025-08-12
2024-12-31	$341,623	1,772	+7.9%	Shares	Defined	2025-02-07
2023-12-31	$229,847	1,642	-8.9%	Shares	Defined	2024-02-13
2023-09-30	$200,760	1,802	+1.3%	Shares	Defined	2023-11-13
2021-12-31	$209,181	1,778	-20.6%	Shares	Defined	2022-02-11
2021-09-30	$284,919	2,238	-37.0%	Shares	Defined	2021-11-18
2021-06-30	$463,192	3,551	+0.9%	Shares	Defined	2021-07-22
2021-03-31	$404,218	3,518	-21.3%	Shares	Defined	2021-04-21
2020-12-31	$491,277	4,469	+13.8%	Shares	Defined	2021-02-09
2020-09-30	$369,593	3,926	-1.7%	Shares	Defined	2020-11-02
2020-06-30	$387,184	3,992	+15.8%	Shares	Defined	2020-08-03
2020-03-31	$316,101	3,446	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.