Position in ALL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$909,644
+$98,945 QoQ
Shares Held
3,823
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#787
of 1,742 holders
Holding Since
Jun 2024
8 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, 2026Opal Wealth Advisors, LLC holds $1,317,927 across 2 Insurance - Property & Casualty names. ALL ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
3,823 | $909,644 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,869 | $408,283 |
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,644 | 3,823 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $810,699 | 3,910 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $435,866 | 2,094 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $389,589 | 1,815 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $362,961 | 1,803 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $243,307 | 1,175 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $241,951 | 1,255 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $145,290 | 910 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||