Position in ALL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,442,391
-$22,465 QoQ
Shares Held
6,062
-14.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#647
of 1,742 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $6,145,519 across 7 Insurance - Property & Casualty names. ALL ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
7,968 | $1,740,608 | |
| 2 | WRB |
Berkley W R Corp
|
24,318 | $1,715,147 | |
| 3 | ALL |
Allstate Corp
This page
|
6,062 | $1,442,391 | |
| 4 | CB |
Chubb Ltd
|
1,048 | $357,094 | |
| 5 | AIZ |
Assurant, Inc.
|
1,186 | $318,476 | |
| 6 | UVE |
Universal Insurance Holdings, Inc.
|
7,344 | $303,747 | |
| 7 | TRV |
Travelers Companies, Inc.
|
812 | $268,056 |
All Filings in ALL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,391 | 6,062 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,464,856 | 7,065 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,247,026 | 5,991 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,381,916 | 6,438 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,269,057 | 6,304 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,393,374 | 6,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,427,802 | 7,406 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,192,139 | 6,286 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $904,633 | 5,666 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,057,609 | 6,113 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $760,930 | 5,436 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $549,251 | 4,930 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $821 | 6,709 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $620,203 | 5,597 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $773,869 | 5,707 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $727,130 | 5,839 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,227,886 | 9,689 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $856,961 | 6,187 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $777,195 | 6,606 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $818,603 | 6,430 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $739,203 | 5,667 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $414,099 | 3,604 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $266,250 | 2,422 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||