Sound View Wealth Advisors Group, LLC

Position in ALL — Allstate Corp

CIK 1784777 SAVANNAH, GA

Position in ALL

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

Position Value

$411,160

+$34,424 QoQ

Shares Held

1,728

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,061

of 1,742 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,153,711 across 5 Insurance - Property & Casualty names. ALL ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	18,341	$4,006,591
2	WRB	Berkley W R Corp	46,743	$3,296,783
3	TRV	Travelers Companies, Inc.	2,224	$734,186
4	CB	Chubb Ltd	2,069	$704,991
5	ALL	Allstate Corp This page	1,728	$411,160

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,160	1,728	-4.9%	Shares	Sole	2026-08-11
2026-03-31	$376,736	1,817	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$389,656	1,872	+20.9%	Shares	Sole	2026-01-08
2025-09-30	$332,492	1,549	+2.5%	Shares	Sole	2025-11-10
2025-06-30	$304,179	1,511	+0.2%	Shares	Sole	2025-08-07
2025-03-31	$312,261	1,508	+12.8%	Shares	Sole	2025-05-08
2024-12-31	$257,760	1,337	+15.6%	Shares	Sole	2025-02-07
2024-09-30	$219,425	1,157	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.