Avion Wealth

Position in ALL — Allstate Corp

CIK 1792704 THE WOODLANDS, TX

Position in ALL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$66,861

+$13,782 QoQ

Shares Held

281

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,528

of 1,752 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. ALL ranks #1 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	281	$66,861
2	CB	Chubb Ltd	125	$42,592
3	PGR	Progressive Corp/Oh/	141	$30,801
4	TRV	Travelers Companies, Inc.	67	$22,118
5	L	Loews Corp	95	$10,754
6	CINF	Cincinnati Financial Corp	38	$7,035
7	LMND	Lemonade, Inc.	100	$6,505
8	WRB	Berkley W R Corp	78	$5,501

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,861	281	+9.8%	Shares	Sole	2026-07-31
2026-03-31	$53,079	256	+4.9%	Shares	Sole	2026-05-01
2025-12-31	$50,788	244	-3.6%	Shares	Sole	2026-01-23
2025-09-30	$54,306	253	+2.8%	Shares	Sole	2025-10-24
2025-06-30	$49,522	246	+22.4%	Shares	Sole	2025-07-31
2025-03-31	$41,621	201	0.0%	Shares	Sole	2025-05-09
2024-12-31	$38,750	201	-1.5%	Shares	Sole	2025-01-29
2024-09-30	$38,688	204	+3.0%	Shares	Sole	2024-10-18
2024-06-30	$31,612	198	+725.0%	Shares	Sole	2024-07-26
2024-03-31	$5	24	+60.0%	Shares	Sole	2024-05-03
2023-12-31	$2,099	15	+275.0%	Shares	Sole	2024-01-26
2023-06-30	$436	4	-33.3%	Shares	Sole	2023-07-14
2023-03-31	$664	6	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.