Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$202,486
+$28,736 QoQ
Shares Held
851
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,433
of 1,742 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $663,155 across 9 Insurance - Property & Casualty names. ALL ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,065 | $351,577 | |
| 2 | ALL |
Allstate Corp
This page
|
851 | $202,486 | |
| 3 | CB |
Chubb Ltd
|
151 | $51,451 | |
| 4 | PGR |
Progressive Corp/Oh/
|
89 | $19,442 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
200 | $19,402 | |
| 6 | CINF |
Cincinnati Financial Corp
|
36 | $6,665 | |
| 7 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
13 | $4,287 |
All Filings in ALL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,486 | 851 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $173,750 | 838 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $174,429 | 838 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $179,876 | 838 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $168,697 | 838 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $173,524 | 838 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $161,558 | 838 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $127,824 | 674 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $104,736 | 656 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $113,494 | 656 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $113,943 | 814 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $96,258 | 864 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $94,210 | 864 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $95,739 | 864 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $127,328 | 939 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $116,933 | 939 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $118,999 | 939 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $130,060 | 939 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $104,590 | 889 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $103,630 | 814 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $115,569 | 886 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $101,801 | 886 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $97,397 | 886 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $81,272 | 886 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||