Position in ALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,209,686
+$155,570 QoQ
Shares Held
5,084
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#706
of 1,742 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Heritage Trust Co holds $2,998,911 across 2 Insurance - Property & Casualty names. ALL ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,251 | $1,789,225 | |
| 2 | ALL |
Allstate Corp
This page
|
5,084 | $1,209,686 |
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,686 | 5,084 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,054,116 | 5,084 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $830,934 | 3,992 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $295,354 | 1,532 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $1,454,342 | 9,109 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,575,948 | 9,109 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,275,077 | 9,109 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,017,507 | 9,133 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,001,968 | 9,189 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $961,498 | 8,677 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,022,559 | 7,541 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $308,336 | 2,476 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||