Position in ALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$355,006
+$45,655 QoQ
Shares Held
1,492
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,144
of 1,742 holders
Holding Since
Dec 2020
14 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, 2026One Wealth Advisors, LLC holds $4,081,993 across 6 Insurance - Property & Casualty names. ALL ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,055 | $1,381,700 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,149 | $1,343,249 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,226 | $404,727 | |
| 4 | MKL |
Markel Group Inc.
|
188 | $367,165 | |
| 5 | ALL |
Allstate Corp
This page
|
1,492 | $355,006 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
111 | $230,146 |
All Filings in ALL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,006 | 1,492 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $309,351 | 1,492 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $307,853 | 1,479 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $381,218 | 1,776 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $345,045 | 1,714 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $353,675 | 1,708 | Shares | Sole | 2025-05-06 | |
| 2022-12-31 | $128,955 | 951 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $280,833 | 2,216 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $310,539 | 2,242 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $503,424 | 4,279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $539,794 | 4,240 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $545,630 | 4,183 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $462,012 | 4,021 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $243,714 | 2,217 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||