OneAscent Financial Services LLC

Position in ALL — Allstate Corp

CIK 1780985 BIRMINGHAM, AL

Position in ALL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$439,475

+$47,603 QoQ

Shares Held

1,847

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,037

of 1,737 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OneAscent Financial Services LLC holds $4,186,027 across 7 Insurance - Property & Casualty names. ALL ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	866	$1,691,306
2	WTM	White Mountains Insurance Group Ltd	253	$524,567
3	CB	Chubb Ltd	1,534	$522,695
4	ALL	Allstate Corp This page	1,847	$439,475
5	L	Loews Corp	3,734	$422,726
6	PGR	Progressive Corp/Oh/	1,647	$359,787
7	TRV	Travelers Companies, Inc.	683	$225,471

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,475	1,847	-2.3%	Shares	Sole	2026-08-11
2026-03-31	$391,872	1,890	+21.2%	Shares	Sole	2026-04-21
2025-12-31	$324,505	1,559	+14.0%	Shares	Sole	2026-02-11
2025-09-30	$293,641	1,368	-13.2%	Shares	Sole	2025-10-31
2025-06-30	$317,264	1,576	-44.4%	Shares	Sole	2025-08-12
2025-03-31	$586,422	2,832	+91.9%	Shares	Sole	2025-05-05
2024-12-31	$284,558	1,476	-3.5%	Shares	Sole	2025-02-12
2024-09-30	$290,164	1,530	+20.1%	Shares	Sole	2024-11-07
2024-06-30	$203,406	1,274	-9.8%	Shares	Sole	2024-07-17
2024-03-31	$244,463	1,413	-4.1%	Shares	Sole	2024-04-16
2023-12-31	$206,330	1,474	-20.2%	Shares	Sole	2024-01-11
2023-09-30	$205,774	1,847	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.