Position in ALL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,338,888
+$647,824 QoQ
Shares Held
5,627
+68.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#677
of 1,742 holders
Holding Since
Jun 2024
9 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, 2026Summit Financial, LLC holds $16,629,060 across 11 Insurance - Property & Casualty names. ALL ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
28,845 | $9,828,645 | |
| 2 | ORI |
Old Republic International Corp
|
34,450 | $1,409,694 | |
| 3 | ALL |
Allstate Corp
This page
|
5,627 | $1,338,888 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,370 | $1,173,076 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,433 | $803,181 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,074 | $754,260 | |
| 7 | AFG |
American Financial Group Inc
|
2,349 | $328,719 | |
| 8 | WRB |
Berkley W R Corp
|
4,366 | $307,933 |
All Filings in ALL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338,888 | 5,627 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $691,064 | 3,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $657,545 | 3,159 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $636,007 | 2,963 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $616,008 | 3,060 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $590,149 | 2,850 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $404,859 | 2,100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $409,075 | 2,157 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,117 | 2,243 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||