Position in ALL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,850,697
+$621,379 QoQ
Shares Held
7,778
+31.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#567
of 1,710 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. ALL ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
This page
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,850,697 | 7,778 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,229,318 | 5,929 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $510,591 | 2,453 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $973,223 | 4,534 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $970,112 | 4,819 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $762,224 | 3,681 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $749,760 | 3,889 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,293,033 | 6,818 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $521,130 | 3,264 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,772,833 | 10,247 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,391,121 | 9,938 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,460,028 | 13,105 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,429,841 | 13,113 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,133,697 | 10,231 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,407,392 | 10,379 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,731,589 | 13,905 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,686,396 | 13,307 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,402,136 | 10,123 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,382,622 | 11,752 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,444,586 | 11,347 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,295,660 | 9,933 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $273,347 | 2,379 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $259,544 | 2,361 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $221,323 | 2,351 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $234,036 | 2,413 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $260,788 | 2,843 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||