Position in ALL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,343,233
+$536,887 QoQ
Shares Held
9,848
+13.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#510
of 1,742 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $12,779,511 across 6 Insurance - Property & Casualty names. ALL ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
21,741 | $7,408,028 | |
| 2 | ALL |
Allstate Corp
This page
|
9,848 | $2,343,233 | |
| 3 | AFG |
American Financial Group Inc
|
11,880 | $1,662,487 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,758 | $602,485 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,418 | $468,110 | |
| 6 | WRB |
Berkley W R Corp
|
4,185 | $295,168 |
All Filings in ALL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,233 | 9,848 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,806,346 | 8,712 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,729,518 | 8,309 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,742,099 | 8,116 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,601,421 | 7,955 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,656,560 | 8,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,531,909 | 7,946 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,427,495 | 7,527 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,278,078 | 8,005 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,305,706 | 7,547 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,047,330 | 7,482 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $864,430 | 7,759 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $824,124 | 7,558 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $841,269 | 7,592 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,011,711 | 7,461 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $923,265 | 7,414 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,100,776 | 8,686 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,107,525 | 7,996 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $945,435 | 8,036 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||