Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,982,887
+$944,939 QoQ
Shares Held
33,550
-1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#305
of 1,742 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. ALL ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
58,837 | $19,423,270 | |
| 2 | CINF |
Cincinnati Financial Corp
|
102,291 | $18,938,155 | |
| 3 | CB |
Chubb Ltd
|
38,470 | $13,108,267 | |
| 4 | ALL |
Allstate Corp
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|
33,550 | $7,982,887 | |
| 5 | WRB |
Berkley W R Corp
|
63,404 | $4,471,884 | |
| 6 | PGR |
Progressive Corp/Oh/
|
16,449 | $3,593,284 | |
| 7 | MKL |
Markel Group Inc.
|
667 | $1,302,657 | |
| 8 | ORI |
Old Republic International Corp
|
21,479 | $878,920 |
All Filings in ALL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,982,887 | 33,550 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,037,948 | 33,944 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,051,753 | 29,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,230,591 | 24,368 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,289,808 | 16,342 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,430,321 | 16,566 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,508,970 | 18,201 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,525,024 | 18,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,306,239 | 20,708 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,215,563 | 18,586 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,760,545 | 19,721 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,778,549 | 15,964 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,241,644 | 20,558 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,399,812 | 21,657 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,466,442 | 40,313 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,011,063 | 48,270 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,053,892 | 47,770 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,048,412 | 36,448 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,355,142 | 28,518 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $2,713,358 | 21,313 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $2,288,048 | 17,541 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $2,266,977 | 19,730 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $2,560,709 | 23,294 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $1,530,245 | 16,255 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||