Position in ALL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,199,271
+$2,033,823 QoQ
Shares Held
26,054
+29.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#338
of 1,752 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. ALL ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
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|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,199,271 | 26,054 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,165,448 | 20,090 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,862,096 | 8,946 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,514,131 | 7,054 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $863,211 | 4,288 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $734,885 | 3,549 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $442,641 | 2,296 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $524,378 | 2,765 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $821,288 | 5,144 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $315,569 | 1,824 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,705,444 | 40,759 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,488,771 | 13,363 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,232,588 | 11,304 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,412,302 | 66,892 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,380,415 | 91,301 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,310,139 | 106,883 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,951,246 | 86,414 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,422,985 | 46,372 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,223,139 | 27,396 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,781,214 | 21,846 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,432,445 | 18,648 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $703,647 | 6,124 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $635,615 | 5,782 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $733,068 | 7,787 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $747,889 | 7,711 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $381,046 | 4,154 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||