Position in ALL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$53,079
+$2,291 QoQ
Shares Held
256
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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 Mar 31, 2026Avion Wealth holds $164,559 across 16 Insurance - Property & Casualty names. ALL ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
256 | $53,079 | |
| 2 | CB |
Chubb Ltd
|
120 | $39,111 | |
| 3 | PGR |
Progressive Corp/Oh/
|
106 | $21,013 | |
| 4 | TRV |
Travelers Companies, Inc.
|
59 | $17,209 | |
| 5 | L |
Loews Corp
|
80 | $8,539 | |
| 6 | LMND |
Lemonade, Inc.
|
100 | $6,268 | |
| 7 | CINF |
Cincinnati Financial Corp
|
38 | $5,979 | |
| 8 | ORI |
Old Republic International Corp
|
113 | $4,508 |
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,079 | 256 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,788 | 244 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $54,306 | 253 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $49,522 | 246 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $41,621 | 201 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,750 | 201 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $38,688 | 204 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $31,612 | 198 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,152 | 24 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,099 | 15 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $436 | 4 | 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. | ||||||