Position in ALL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,331
-$1,504,027 QoQ
Shares Held
14
-99.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,701
of 1,737 holders
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ascentis Independent Advisors holds $48,648 across 2 Insurance - Property & Casualty names. ALL ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
133 | $45,317 | |
| 2 | ALL |
Allstate Corp
This page
|
14 | $3,331 |
All Filings in ALL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,331 | 14 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,507,358 | 7,270 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $965,607 | 4,639 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $790,555 | 3,683 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $683,648 | 3,396 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $9,672 | 51 | Shares | Sole | 2024-10-29 | |
| 2022-03-31 | $766,514 | 5,534 | Shares | Sole | 2022-05-18 | |
| 2021-09-30 | $375,564 | 2,950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $430,191 | 3,298 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $266,223 | 2,317 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||