Position in ALL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,067,398
+$472,747 QoQ
Shares Held
4,486
+56.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#742
of 1,742 holders
Holding Since
Mar 2020
25 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, 2026Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. ALL ranks #4 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,295 | $1,417,865 | |
| 2 | CB |
Chubb Ltd
|
3,651 | $1,244,041 | |
| 3 | CINF |
Cincinnati Financial Corp
|
5,941 | $1,099,916 | |
| 4 | ALL |
Allstate Corp
This page
|
4,486 | $1,067,398 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,378 | $519,474 | |
| 6 | WRB |
Berkley W R Corp
|
3,774 | $266,180 | |
| 7 | MKL |
Markel Group Inc.
|
122 | $238,267 |
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,398 | 4,486 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $594,651 | 2,868 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $865,487 | 4,158 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $897,880 | 4,183 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $871,873 | 4,331 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $847,330 | 4,092 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $818,007 | 4,243 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $741,531 | 3,910 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $622,993 | 3,902 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $680,794 | 3,935 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $521,425 | 3,725 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $315,847 | 2,835 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $362,339 | 3,323 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $404,456 | 3,650 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $428,089 | 3,157 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $295,883 | 2,376 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $277,918 | 2,193 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $341,427 | 2,465 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $246,359 | 2,094 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $291,157 | 2,287 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $602,880 | 5,247 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $575,483 | 5,235 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $172,841 | 1,836 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $213,184 | 2,198 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $193,366 | 2,108 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||