JGP Wealth Management, LLC

Position in ALL — Allstate Corp

CIK 1748278 BEND, OR

Position in ALL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$227,232

+$21,598 QoQ

Shares Held

955

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,376

of 1,742 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

JGP Wealth Management, LLC holds $779,848 across 3 Insurance - Property & Casualty names. ALL ranks #3 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	155	$302,716
2	TRV	Travelers Companies, Inc.	757	$249,900
3	ALL	Allstate Corp This page	955	$227,232

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,232	955	-0.3%	Shares	Sole	2026-07-07
2025-09-30	$205,634	958	-2.2%	Shares	Sole	2025-10-15
2025-03-31	$202,928	980	-18.9%	Shares	Sole	2025-04-09
2024-03-31	$209,169	1,209	-82.1%	Shares	Sole	2024-04-24
2023-12-31	$945,704	6,756	-1.5%	Shares	Sole	2024-01-10
2023-09-30	$764,384	6,861	+1.8%	Shares	Sole	2023-10-19
2023-06-30	$735,038	6,741	+6.0%	Shares	Sole	2023-08-10
2023-03-31	$704,640	6,359	+0.3%	Shares	Sole	2023-04-14
2022-12-31	$859,297	6,337	-6.4%	Shares	Sole	2023-02-10
2022-09-30	$843,068	6,770	-1.6%	Shares	Sole	2022-10-14
2022-06-30	$871,902	6,880	-2.1%	Shares	Sole	2022-07-19
2022-03-31	$973,032	7,025	-3.3%	Shares	Sole	2022-04-20
2021-12-31	$855,080	7,268	+24.0%	Shares	Sole	2022-01-18
2021-09-30	$746,163	5,861	+7.0%	Shares	Sole	2021-10-13
2021-06-30	$714,680	5,479	+15.7%	Shares	Sole	2021-08-12
2021-03-31	$543,936	4,734	+4.3%	Shares	Sole	2021-04-28
2020-12-31	$498,972	4,539	+17.9%	Shares	Sole	2021-02-10
2020-09-30	$362,533	3,851	+19.9%	Shares	Sole	2020-10-13
2020-06-30	$311,434	3,211	+5.8%	Shares	Sole	2020-07-13
2020-03-31	$278,492	3,036	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.