Position in ALL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,569
+$459 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,704
of 1,742 holders
Holding Since
Mar 2022
18 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, 2026Beaird Harris Wealth Management, LLC holds $325,405 across 7 Insurance - Property & Casualty names. ALL ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
527 | $173,973 | |
| 2 | RLI |
Rli Corp
|
2,356 | $139,168 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 | |
| 4 | ALL |
Allstate Corp
This page
|
15 | $3,569 | |
| 5 | LMND |
Lemonade, Inc.
|
40 | $2,602 | |
| 6 | ORI |
Old Republic International Corp
|
34 | $1,391 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 |
All Filings in ALL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,569 | 15 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,110 | 15 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,122 | 15 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $3,219 | 15 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,247 | 36 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,212 | 30 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,495 | 70 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,275 | 70 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $7,823 | 49 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,477 | 49 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $41,854 | 299 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $27,852 | 250 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $32,712 | 300 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $33,243 | 300 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $63,732 | 470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,547 | 430 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $54,493 | 430 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,878 | 28 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||