Position in ALL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$769,735
+$19,165 QoQ
Shares Held
3,235
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#838
of 1,742 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. ALL ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
This page
|
3,235 | $769,735 |
All Filings in ALL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,735 | 3,235 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $750,570 | 3,620 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,686,639 | 8,103 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,202,898 | 5,604 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,114,250 | 5,535 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,170,359 | 5,652 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $402,931 | 2,090 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $411,919 | 2,172 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $303,832 | 1,903 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $279,065 | 1,613 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $219,348 | 1,567 | Shares | Sole | 2024-01-29 | |
| 2022-06-30 | $5,501,982 | 43,415 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,715,892 | 41,267 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,643,570 | 13,970 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,880,810 | 38,338 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||