Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$918,210
+$146,076 QoQ
Shares Held
3,859
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 942 holders
Holding Since
Mar 2020
26 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. ALL ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
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|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,210 | 3,859 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $772,134 | 3,724 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $764,951 | 3,675 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $788,838 | 3,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $739,814 | 3,675 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $760,982 | 3,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $736,457 | 3,820 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $653,533 | 3,446 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $550,028 | 3,445 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $570,933 | 3,300 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $461,934 | 3,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $367,653 | 3,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $381,640 | 3,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $542,969 | 4,900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $664,440 | 4,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $611,442 | 4,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $622,244 | 4,910 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $678,699 | 4,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $576,485 | 4,900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $655,646 | 5,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $685,592 | 5,256 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $603,225 | 5,250 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $599,997 | 5,458 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,012,758 | 10,758 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,499,271 | 15,458 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,420,714 | 15,488 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||