Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$155,850
+$31,654 QoQ
Shares Held
655
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,458
of 1,742 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. ALL ranks #2 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
This page
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,850 | 655 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $124,196 | 599 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $120,310 | 578 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $127,072 | 592 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $117,363 | 583 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $120,307 | 581 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $111,432 | 578 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $109,617 | 578 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $92,283 | 578 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $99,999 | 578 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $81,468 | 582 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $64,840 | 582 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $63,461 | 582 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $66,596 | 601 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $91,530 | 675 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $37,857 | 304 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $38,525 | 304 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $554 | 4 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $470 | 4 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $509 | 4 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $521 | 4 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $459 | 4 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $439 | 4 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $376 | 4 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $387 | 4 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $366 | 4 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||