Position in ALL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$204,390
+$3,478 QoQ
Shares Held
859
-8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,428
of 1,742 holders
Holding Since
Sep 2025
2 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, 2026Performance Wealth Partners, LLC holds $817,142 across 2 Insurance - Property & Casualty names. ALL ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,805 | $612,752 | |
| 2 | ALL |
Allstate Corp
This page
|
859 | $204,390 |
All Filings in ALL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,390 | 859 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $200,912 | 936 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||