Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,002,626
-$194,926 QoQ
Shares Held
16,822
-16.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#410
of 1,742 holders
Holding Since
Dec 2023
10 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. ALL ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
16,822 | $4,002,626 | |
| 2 | MKL |
Markel Group Inc.
|
849 | $1,658,105 | |
| 3 | CB |
Chubb Ltd
|
4,528 | $1,542,870 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,533 | $654,099 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,586 | $523,570 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,300 | $502,435 | |
| 7 | WRB |
Berkley W R Corp
|
3,464 | $244,315 |
All Filings in ALL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002,626 | 16,822 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $4,197,552 | 20,166 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $899,598 | 4,191 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $890,394 | 4,423 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $916,077 | 4,424 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $848,854 | 4,403 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $817,581 | 4,311 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $695,638 | 4,357 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $346,193 | 2,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $286,259 | 2,045 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||