Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$529,887
-$79,063 QoQ
Shares Held
2,227
-24.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#967
of 1,751 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $20,122,308 across 42 Insurance - Property & Casualty names. ALL ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
66,007 | $14,419,224 | |
| 2 | CB |
Chubb Ltd
|
5,695 | $1,940,507 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,280 | $752,668 | |
| 4 | ALL |
Allstate Corp
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|
2,227 | $529,887 | |
| 5 | WRB |
Berkley W R Corp
|
3,936 | $277,600 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,413 | $261,598 | |
| 7 | L |
Loews Corp
|
2,207 | $249,850 | |
| 8 | ORI |
Old Republic International Corp
|
6,097 | $249,485 |
All Filings in ALL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,887 | 2,227 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $608,950 | 2,937 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $541,599 | 2,602 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $580,841 | 2,706 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $572,120 | 2,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,590 | 2,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $290,146 | 1,505 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $273,471 | 1,442 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $225,436 | 1,412 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,710 | 1,426 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $202,688 | 1,448 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $154,747 | 1,389 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $146,329 | 1,342 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $149,038 | 1,345 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $187,398 | 1,382 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $201,114 | 1,615 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $202,006 | 1,594 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $220,922 | 1,595 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $184,356 | 1,567 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||