Position in ALL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$106,072,700
+$105,216,431 QoQ
Shares Held
445,796
+9773.7% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2
of 234 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,174,559
PutShares
6,789
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $1,102,278,184 across 15 Insurance - Property & Casualty names. ALL ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,757,456 | $910,291,374 | |
| 2 | ALL |
Allstate Corp
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|
445,796 | $106,072,700 | |
| 3 | CB |
Chubb Ltd
|
69,391 | $23,644,288 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
65,000 | $21,437,650 | |
| 5 | PGR |
Progressive Corp/Oh/
|
80,284 | $17,538,039 | |
| 6 | AFG |
American Financial Group Inc
|
50,000 | $6,997,000 | |
| 7 | AIZ |
Assurant, Inc.
|
25,179 | $6,761,316 | |
| 8 | CINF |
Cincinnati Financial Corp
|
17,274 | $3,198,108 |
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,072,700 | 445,796 | Shares | Other | 2026-07-13 | |
| 2024-09-30 | $856,269 | 4,515 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $1,090,956 | 6,833 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,174,559 | 6,789 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $990,497 | 7,076 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $814,184 | 7,308 | Shares | Other | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||