GUARDIAN WEALTH ADVISORS, LLC / NC

Position in ALL — Allstate Corp

CIK 1901403 RALEIGH, NC

Position in ALL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$321,694

+$38,053 QoQ

Shares Held

1,352

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,197

of 1,742 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,250,709 across 5 Insurance - Property & Casualty names. ALL ranks #5 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	14,148	$3,090,630
2	TRV	Travelers Companies, Inc.	2,621	$865,244
3	MKL	Markel Group Inc.	302	$589,809
4	CB	Chubb Ltd	1,125	$383,332
5	ALL	Allstate Corp This page	1,352	$321,694

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,694	1,352	-1.2%	Shares	Sole	2026-08-14
2026-03-31	$283,641	1,368	-8.4%	Shares	Sole	2026-05-15
2025-12-31	$310,976	1,494	+0.5%	Shares	Sole	2026-02-17
2025-09-30	$318,969	1,486	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$281,028	1,396	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$284,100	1,372	-25.2%	Shares	Sole	2025-05-15
2024-12-31	$353,384	1,833	+40.8%	Shares	Sole	2025-02-14
2024-09-30	$246,924	1,302	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$210,591	1,319	-0.3%	Shares	Sole	2024-08-14
2024-03-31	$228,892	1,323	-39.1%	Shares	Sole	2024-05-15
2023-09-30	$241,871	2,171	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.