Position in ALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$692,881
+$63,605 QoQ
Shares Held
2,912
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#873
of 1,742 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. ALL ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
35,402 | $7,733,566 | |
| 2 | CB |
Chubb Ltd
|
17,969 | $6,122,757 | |
| 3 | CINF |
Cincinnati Financial Corp
|
12,702 | $2,351,648 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,739 | $1,564,438 | |
| 5 | ORI |
Old Republic International Corp
|
33,078 | $1,353,551 | |
| 6 | ALL |
Allstate Corp
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|
2,912 | $692,881 | |
| 7 | WRB |
Berkley W R Corp
|
5,917 | $417,326 | |
| 8 | MKL |
Markel Group Inc.
|
184 | $359,353 |
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,881 | 2,912 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $629,276 | 3,035 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $606,340 | 2,913 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $625,275 | 2,913 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $773,634 | 3,843 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $1,031,415 | 4,981 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $365,529 | 1,896 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $371,903 | 1,961 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,616 | 1,482 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $243,252 | 1,406 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $53,752 | 384 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $42,335 | 380 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,435 | 380 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,107 | 380 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $140,210 | 1,034 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $130,631 | 1,049 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $457,875 | 3,613 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $516,365 | 3,728 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $556,602 | 4,731 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $535,338 | 4,205 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $469,975 | 3,603 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $510,156 | 4,440 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $770,719 | 7,011 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $380,796 | 4,045 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $478,839 | 4,937 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $391,962 | 4,273 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||