Position in ALL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,211,951
+$794,367 QoQ
Shares Held
13,499
+15.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#446
of 1,742 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. ALL ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
13,499 | $3,211,951 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,514 | $2,078,333 | |
| 3 | CB |
Chubb Ltd
|
5,335 | $1,817,847 | |
| 4 | CINF |
Cincinnati Financial Corp
|
9,183 | $1,700,139 | |
| 5 | TRV |
Travelers Companies, Inc.
|
4,576 | $1,510,628 | |
| 6 | WRB |
Berkley W R Corp
|
18,538 | $1,307,484 | |
| 7 | MKL |
Markel Group Inc.
|
247 | $482,393 | |
| 8 | RLI |
Rli Corp
|
6,552 | $387,026 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,211,951 | 13,499 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,417,584 | 11,660 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,932,256 | 9,283 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,732,173 | 22,046 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,134,102 | 20,536 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,137,672 | 19,982 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,848,666 | 19,963 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,887,444 | 20,498 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $999,630 | 6,261 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $807,956 | 4,670 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $690,521 | 4,933 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $497,111 | 4,462 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $778,218 | 7,137 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $879,166 | 7,934 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $1,085,901 | 8,720 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,113,956 | 8,790 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,243,542 | 8,978 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $373,538 | 3,175 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $380,402 | 2,988 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $404,755 | 3,103 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $343,551 | 2,990 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $340,123 | 3,094 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $285,432 | 3,032 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $306,973 | 3,165 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $277,758 | 3,028 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||