Position in ALL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,283,034
+$253,176 QoQ
Shares Held
9,595
-2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#520
of 1,742 holders
Holding Since
Dec 2020
23 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, 2026IVC Wealth Advisors LLC holds $2,535,245 across 2 Insurance - Property & Casualty names. ALL ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
9,595 | $2,283,034 | |
| 2 | TRV |
Travelers Companies, Inc.
|
764 | $252,211 |
All Filings in ALL
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,283,034 | 9,595 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,029,858 | 9,790 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,139,782 | 10,280 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,949,451 | 9,082 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,869,565 | 9,287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,915,811 | 9,252 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,839,409 | 9,541 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,886,827 | 9,949 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,615,280 | 10,117 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,799,477 | 10,401 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,510,104 | 10,788 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,209,244 | 10,854 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,176,868 | 10,793 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,212,372 | 10,941 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,521,160 | 11,218 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,414,411 | 11,358 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,443,327 | 11,389 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,596,466 | 11,526 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,369,328 | 11,639 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,489,145 | 11,697 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,508,277 | 11,563 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,369,722 | 11,921 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,293,106 | 11,763 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||