Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,179
+$2,910 QoQ
Shares Held
68
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,651
of 1,751 holders
Holding Since
Dec 2022
13 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, 2026Cornerstone Planning Group LLC holds $306,197 across 21 Insurance - Property & Casualty names. ALL ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
336 | $73,399 | |
| 2 | TRV |
Travelers Companies, Inc.
|
208 | $68,664 | |
| 3 | CB |
Chubb Ltd
|
170 | $57,925 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
58 | $19,128 | |
| 5 | LMND |
Lemonade, Inc.
|
250 | $16,262 | |
| 6 | ALL |
Allstate Corp
This page
|
68 | $16,179 | |
| 7 | AFG |
American Financial Group Inc
|
92 | $12,874 | |
| 8 | L |
Loews Corp
|
103 | $11,660 |
All Filings in ALL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,179 | 68 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $13,269 | 64 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,783 | 47 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $314 | 8 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $48,515 | 241 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,040 | 232 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,028 | 218 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $41,154 | 217 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $34,326 | 215 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,467 | 205 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $28,275 | 202 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,504 | 202 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $27,120 | 200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||