Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,986,579
+$2,285,972 QoQ
Shares Held
41,971
+13.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#47
of 703 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. ALL ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
This page
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in ALL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,986,579 | 41,971 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,700,607 | 37,140 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,197,600 | 15,362 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,550,042 | 11,880 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,086,779 | 10,366 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,014,791 | 9,730 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,578,178 | 8,186 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,887,776 | 9,954 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,531,937 | 9,595 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,079,407 | 12,019 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,003,393 | 14,312 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,539,240 | 13,816 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,448,596 | 13,285 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,452,497 | 13,108 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,859,889 | 13,716 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,645,788 | 13,216 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,650,784 | 13,026 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,064,907 | 14,908 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,728,513 | 14,692 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||